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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 %
SC
101
Sierra Capital
Florida
$7.51M +$579K +11,336 +8%
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$7.49M +$899K +17,592 +14%
PCM
103
Piedmont Capital Management
Montana
$7.44M – – –
PA
104
Perennial Advisors
New York
$7.39M +$4.39K +86 +0.1%
EH
105
Equitable Holdings
New York
$7.34M +$1.05M +20,548 +17%
HFS
106
Hoge Financial Services
Pennsylvania
$7.18M +$245K +4,804 +4%
SPP
107
Single Point Partners
Massachusetts
$7.09M +$145K +2,838 +2%
HVIA
108
Hudson Valley Investment Advisors
New York
$7.08M +$204K +4,031 +3%
GFG
109
Greystone Financial Group
Michigan
$6.95M +$6.66M +130,342 +2,294%
PFWA
110
Paces Ferry Wealth Advisors
Georgia
$6.92M +$485K +9,484 +8%
MA
111
Mutual Advisors
Nebraska
$6.7M +$6.33M +123,833 +1,693%
OC
112
Oppenheimer & Co
New York
$6.7M -$130K -2,536 -2%
Natixis Advisors
113
Natixis Advisors
Massachusetts
$6.67M -$182K -3,563 -3%
Thrivent Financial for Lutherans
114
Thrivent Financial for Lutherans
Minnesota
$6.53M -$536K -10,485 -8%
WC
115
Waterloo Capital
Texas
$6.48M +$3.27M +64,032 +102%
CCG
116
Chatham Capital Group
Georgia
$6.39M +$375K +7,347 +6%
PAG
117
Private Advisor Group
New Jersey
$6.37M +$425K +8,312 +7%
BCA
118
Bay Colony Advisors
Massachusetts
$6.35M +$2.15M +42,094 +51%
SPIA
119
Steward Partners Investment Advisory
New York
$6.28M +$228K +4,462 +4%
CTA
120
Chesley Taft & Associates
Illinois
$6.25M +$434K +8,500 +7%
OPPS
121
Obsidian Personal Planning Solutions
Maryland
$6.19M +$353K +6,918 +6%
SWP
122
Stratos Wealth Partners
Ohio
$6.09M +$252K +4,925 +4%
CIBC Private Wealth Group
123
CIBC Private Wealth Group
Georgia
$6.04M +$161K +3,170 +3%
KNW
124
Kesler Norman & Wride
Utah
$6.02M +$615K +12,038 +11%
TC
125
Toews Corporation
New Jersey
$5.99M -$494K -9,663 -8%
3 4
5
6 7