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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.

New
Increased
Maintained
Reduced
Closed
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 %
OWA
76
Outlook Wealth Advisors
Texas
$10.2M +$1.34M +3,937 +15%
CMS
77
Capital Market Strategies
Florida
$9.94M +$5.38M +105,396 +118%
CC
78
Courier Capital
New York
$9.88M -$618K -12,105 -6%
UCFA
79
United Capital Financial Advisors
Texas
$9.8M +$58.1K +1,138 +0.6%
RA
80
RFG Advisory
Alabama
$9.54M -$610K -11,943 -6%
GC
81
Guggenheim Capital
Illinois
$9.54M +$1.19M +23,250 +14%
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$9.36M -$2.41M -47,100 -20%
RWP
83
RWA Wealth Partners
Massachusetts
$8.97M -$432K -8,446 -5%
WMG
84
WESCAP Management Group
California
$8.82M +$177K +3,465 +2%
SIM
85
SSI Investment Management
California
$8.77M -$87.5K -1,712 -1%
AWM
86
Avior Wealth Management
Nebraska
$8.74M +$4.48M +87,652 +105%
CCP
87
Carmel Capital Partners
California
$8.5M +$858K +16,789 +11%
WCM
88
Windsor Capital Management
Arizona
$8.41M +$116K +2,273 +1%
JIR
89
James Investment Research
Ohio
$8.41M -$70.8K -1,385 -0.8%
Citigroup
90
Citigroup
New York
$8.38M +$12.1K +237 +0.1%
CRWM
91
Castle Rock Wealth Management
California
$8.35M -$863K -16,976 -9%
MWC
92
MBM Wealth Consultants
Missouri
$8.23M -$200K -3,936 -2%
KAS
93
Kestra Advisory Services
Texas
$8.16M +$361K +7,063 +5%
AWMS
94
Advocacy Wealth Management Services
Georgia
$8.08M -$39.7M -777,179 -83%
5SA
95
5th Street Advisors
Connecticut
$7.82M +$3.59M +70,211 +85%
GWM
96
GSB Wealth Management
Connecticut
$7.8M +$589K +11,531 +8%
FAT
97
First American Trust
California
$7.74M +$858K +16,787 +12%
RSS
98
Rosenblum Silverman Sutton
California
$7.7M +$143K +2,795 +2%
PGFC
99
Peapack-Gladstone Financial Corp
New Jersey
$7.65M -$469K -9,172 -6%
CW
100
CreativeOne Wealth
Kansas
$7.64M -$605K -11,835 -7%
2 3
4
5 6