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iShares Floating Rate Bond ETF
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Overview Fund Activity

601 hedge funds and large institutions have $4.87B invested in iShares Floating Rate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 227 increasing their positions, 234 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
-23
Holders Change %
-3.69%
% of All Funds
8.71%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.51%
New
53
Increased
227
Reduced
234
Closed
65
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIA
1
Angeles Investment Advisors
California
$76.2M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$43.8M
3
Jane Street
3
Jane Street
New York
$44.5M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$27.8M
5
TAM
5
TCP Asset Management
Ohio
$14.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$216M
2
BlackRock
2
BlackRock
New York
$287M
3
AWM
3
Apollon Wealth Management
South Carolina
$1.11M
4
Bank of America
4
Bank of America
North Carolina
$366M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$31.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
76
United Capital Financial Advisors
Texas
$9.74M +$605K +11,848 +7%
CA
77
Capital Advantage
California
$9.6M -$5.65M -110,901 -37%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$9.55M -$843K -16,507 -8%
RWP
79
RWA Wealth Partners
Massachusetts
$9.4M -$3.98K -78 -0%
CRWM
80
Castle Rock Wealth Management
California
$9.22M -$2M -39,282 -18%
MC
81
McMorgan & Co
California
$8.89M -$9M -176,204 -50%
SIM
82
SSI Investment Management
California
$8.85M +$17.5K +343 +0.2%
QS
83
Quantitative Strategies
California
$8.64M +$571K +11,176 +7%
WMG
84
WESCAP Management Group
California
$8.63M +$168K +3,297 +2%
JIR
85
James Investment Research
Ohio
$8.48M +$367K +7,183 +5%
MWC
86
MBM Wealth Consultants
Missouri
$8.46M +$617K +12,084 +8%
Citigroup
87
Citigroup
New York
$8.36M +$99.5K +1,948 +1%
GC
88
Guggenheim Capital
Illinois
$8.35M +$1.5M +29,451 +22%
WCM
89
Windsor Capital Management
Arizona
$8.29M -$9.96K -195 -0.1%
CW
90
CreativeOne Wealth
Kansas
$8.24M +$229K +4,490 +3%
PGFC
91
Peapack-Gladstone Financial Corp
New Jersey
$8.11M -$60.9K -1,192 -0.7%
SC
92
Scotia Capital
Ontario, Canada
$8.06M -$1.38M -27,044 -15%
KAS
93
Kestra Advisory Services
Texas
$7.8M -$323K -6,324 -4%
CCP
94
Carmel Capital Partners
California
$7.64M +$1.21M +23,761 +19%
RSS
95
Rosenblum Silverman Sutton
California
$7.55M +$106K +2,085 +1%
PCM
96
Piedmont Capital Management
Montana
$7.44M +$392K +7,698 +6%
PA
97
Perennial Advisors
New York
$7.38M +$238K +4,667 +3%
PCP
98
Proficio Capital Partners
Massachusetts
$7.27M -$844K -16,535 -10%
AF
99
Allworth Financial
California
$7.24M -$9.25M -181,097 -56%
GWM
100
GSB Wealth Management
Connecticut
$7.2M +$1.31M +25,598 +22%
2 3
4
5 6