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iShares Floating Rate Bond ETF
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Overview Fund Activity

619 hedge funds and large institutions have $5B invested in iShares Floating Rate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 258 increasing their positions, 205 reducing their positions, and 39 closing their positions.

Holders
619
Holders Change
+18
Holders Change %
+3%
% of All Funds
9%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.57%
New
65
Increased
258
Reduced
205
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$266M
2
CA
2
Crane Advisory
California
$50M
3
Bank of America
3
Bank of America
North Carolina
$400M
4
Morgan Stanley
4
Morgan Stanley
New York
$236M
5
TPWA
5
TRUE Private Wealth Advisors
Oregon
$58.3M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.43M
2
BlackRock
2
BlackRock
New York
$246M
3
AWMS
3
Advocacy Wealth Management Services
Georgia
$8.08M
4
AIA
4
Angeles Investment Advisors
California
$43M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$1.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
51
Mariner
Kansas
$16.1M +$401K +7,840 +3%
RJA
52
Raymond James & Associates
Florida
$16.1M -$203K -3,978 -1%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$15.8M +$4.75K +93 +0%
TAM
54
TCP Asset Management
Ohio
$15.3M +$741K +14,499 +5%
RWM
55
Rezny Wealth Management
Florida
$14.4M -$3.61M -70,621 -20%
HighTower Advisors
56
HighTower Advisors
Illinois
$13.9M +$1.99M +39,038 +17%
OIA
57
OneDigital Investment Advisors
Kansas
$13.8M +$2.01M +39,400 +17%
Betterment LLC
58
Betterment LLC
New York
$13.1M +$942K +18,448 +8%
US Bancorp
59
US Bancorp
Minnesota
$13.1M +$983K +19,234 +8%
SFA
60
Semmax Financial Advisors
North Carolina
$13M +$920K +18,100 +8%
Toronto Dominion Bank
61
Toronto Dominion Bank
Ontario, Canada
$12.8M +$12.8M +250,000 New
OAM
62
Occidental Asset Management
California
$12.5M +$697K +13,639 +6%
AWMG
63
Alliance Wealth Management Group
New Jersey
$12.4M +$648K +12,689 +5%
PCP
64
Proficio Capital Partners
Massachusetts
$12.3M +$5.03M +98,483 +69%
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$12.2M -$405K -7,929 -3%
BFG
66
Beacon Financial Group
Texas
$12.1M -$723K -14,161 -6%
CWA
67
Cascade Wealth Advisors
Washington
$12M +$1.79M +35,142 +18%
SC
68
Scotia Capital
Ontario, Canada
$12M +$3.88M +76,032 +48%
CTA
69
Colonial Trust Advisors
South Carolina
$11.9M +$1.02M +19,953 +9%
MC
70
McMorgan & Co
California
$11.8M +$2.89M +56,657 +33%
PA
71
Probity Advisors
Texas
$11.1M -$1.78M -34,766 -14%
IFS
72
Ifrah Financial Services
Arkansas
$10.6M +$227K +4,441 +2%
CSPIA
73
Cary Street Partners Investment Advisory
Virginia
$10.5M +$221K +4,329 +2%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$10.4M +$894K +17,506 +9%
MFG
75
Monumental Financial Group
Maryland
$10.2M +$4.74M +92,837 +87%
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