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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$216M
2
BlackRock
BlackRock
New York
$287M
3
AWM
Apollon Wealth Management
South Carolina
$1.11M
4
Bank of America
Bank of America
North Carolina
$366M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$31.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAGAS
126
Capital Advisory Group Advisory Services
Minnesota
$5.36M +$310K +6,077 +6%
Creative Planning
127
Creative Planning
Kansas
$5.17M +$748K +14,646 +17%
RFM
128
Royal Fund Management
Florida
$4.94M -$4.09M -80,130 -45%
WI
129
Wintrust Investments
Illinois
$4.94M +$946K +18,538 +24%
BWCS
130
Beirne Wealth Consulting Services
Connecticut
$4.84M -$67.8K -1,328 -1%
HNB
131
Huntington National Bank
Ohio
$4.73M -$4.54M – –
PIM
132
Penobscot Investment Management
Massachusetts
$4.65M +$177K +3,467 +4%
BS
133
Banco Santander
Spain
$4.58M -$809K -15,853 -15%
CMS
134
Capital Market Strategies
Florida
$4.56M +$4.09M +80,021 +868%
AF
135
Advisornet Financial
Minnesota
$4.49M -$4.8K -94 -0.1%
WCG
136
Weaver Consulting Group
California
$4.46M +$247K +4,841 +6%
CPBTD
137
Central Pacific Bank - Trust Division
Hawaii
$4.39M +$4.39M +86,286 New
MSWM
138
Mowery & Schoenfeld Wealth Management
Illinois
$4.37M -$952K -18,652 -18%
SIA
139
Schechter Investment Advisors
Michigan
$4.36M -$35.6K -697 -0.8%
GC
140
Guidance Capital
Kentucky
$4.32M +$798K +15,653 +23%
AWM
141
Avior Wealth Management
Nebraska
$4.26M +$4.26M +83,454 +163,635%
WPC
142
White Pine Capital
Minnesota
$4.24M -$1.36M -26,570 -24%
FHB
143
First Hawaiian Bank
Hawaii
$4.24M -$20.6K -404 -0.5%
5SA
144
5th Street Advisors
Connecticut
$4.23M +$4.23M +82,759 New
ASN
145
Advisory Services Network
Georgia
$4.22M +$216K +4,234 +5%
BCA
146
Bay Colony Advisors
Massachusetts
$4.2M +$549K +10,756 +15%
HIC
147
Hartline Investment Corp
Illinois
$4.2M +$3.07M +60,031 +271%
Mercer Global Advisors
148
Mercer Global Advisors
Colorado
$4.18M +$2.78M +54,363 +198%
WFS
149
Weitzel Financial Services
Iowa
$4.13M -$2.57M -50,642 -38%
BWM
150
Buska Wealth Management
Wisconsin
$4.12M +$4.12M +80,604 New
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