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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.

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 %
WAM
101
WealthTrust Asset Management
Florida
$7.09M +$624K +12,222 +10%
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$7.06M +$496K +9,709 +8%
SPP
103
Single Point Partners
Massachusetts
$6.94M +$128K +2,512 +2%
HVIA
104
Hudson Valley Investment Advisors
New York
$6.93M -$206K -4,031 -3%
HFS
105
Hoge Financial Services
Pennsylvania
$6.93M -$516K -10,099 -7%
SC
106
Sierra Capital
Florida
$6.93M -$410K -8,024 -6%
FAT
107
First American Trust
California
$6.87M -$609K -11,934 -8%
Natixis Advisors
108
Natixis Advisors
Massachusetts
$6.84M -$261K -5,119 -4%
OC
109
Oppenheimer & Co
New York
$6.82M +$66.6K +1,305 +1%
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$6.58M +$1.25M +24,542 +24%
TC
111
Toews Corporation
New Jersey
$6.48M +$6.48M +127,000 New
PFWA
112
Paces Ferry Wealth Advisors
Georgia
$6.43M +$120K +2,356 +2%
EH
113
Equitable Holdings
New York
$6.29M +$1.14M +22,318 +22%
BRWA
114
B. Riley Wealth Advisors
Florida
$6.24M +$3.96M +77,886 +174%
SPIA
115
Steward Partners Investment Advisory
New York
$6.05M +$180K +3,533 +3%
CCG
116
Chatham Capital Group
Georgia
$6.01M -$530K -10,375 -8%
PAG
117
Private Advisor Group
New Jersey
$5.94M +$244K +4,780 +4%
CIBC Private Wealth Group
118
CIBC Private Wealth Group
Georgia
$5.87M +$5.87M +115,530 New
OPPS
119
Obsidian Personal Planning Solutions
Maryland
$5.84M +$791K +15,479 +16%
SWP
120
Stratos Wealth Partners
Ohio
$5.84M -$410K -8,038 -7%
CTA
121
Chesley Taft & Associates
Illinois
$5.81M +$700K +13,700 +14%
FC
122
FCA Corp
Texas
$5.74M +$83.7K +1,640 +1%
CT
123
Colonial Trust
South Carolina
$5.54M -$207K -4,051 -4%
MFG
124
Monumental Financial Group
Maryland
$5.46M -$94K -1,841 -2%
KNW
125
Kesler Norman & Wride
Utah
$5.41M +$51.1K +1,001 +1%
3 4
5
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