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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
Northern Trust
Illinois
+$52.5M
2
CA
Crane Advisory
California
+$49.8M
3
Bank of America
Bank of America
North Carolina
+$33.5M
4
Morgan Stanley
Morgan Stanley
New York
+$19.9M
5
TPWA
TRUE Private Wealth Advisors
Oregon
+$16.5M

Top Sellers

1
Jane Street
Jane Street
New York
-$43.1M
2
BlackRock
BlackRock
New York
-$41.2M
3
AWMS
Advocacy Wealth Management Services
Georgia
-$39.7M
4
AIA
Angeles Investment Advisors
California
-$33.2M
5
IWC
Integrated Wealth Concepts
Massachusetts
-$21.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAGAS
126
Capital Advisory Group Advisory Services
Minnesota
$5.99M +$624K +12,204 +12%
FC
127
FCA Corp
Texas
$5.78M +$34.3K +672 +0.6%
BS
128
Banco Santander
Spain
$5.71M +$1.13M +22,151 +25%
CT
129
Colonial Trust
South Carolina
$5.67M +$124K +2,420 +2%
GM
130
GeoWealth Management
Illinois
$5.67M +$5.67M +110,902 New
FAIM
131
Financial Advocates Investment Management
Washington
$5.64M +$3.36M +65,700 +147%
AF
132
Allworth Financial
California
$5.53M -$1.7M -33,317 -24%
MSWM
133
Mowery & Schoenfeld Wealth Management
Illinois
$5.5M +$1.12M +21,907 +26%
HNB
134
Huntington National Bank
Ohio
$5.49M -$4.73M – –
CPBTD
135
Central Pacific Bank - Trust Division
Hawaii
$5.45M +$1.04M +20,445 +24%
HIC
136
Hartline Investment Corp
Illinois
$5.3M +$1.1M +21,530 +26%
BWCS
137
Beirne Wealth Consulting Services
Connecticut
$5.1M +$255K +4,991 +5%
WCG
138
Weaver Consulting Group
California
$5.01M +$546K +10,687 +12%
PAG
139
Private Advisory Group
Washington
$4.95M +$1.48M +28,936 +43%
BWM
140
Buska Wealth Management
Wisconsin
$4.95M +$833K +16,296 +20%
WI
141
Wintrust Investments
Illinois
$4.92M -$19.7K -385 -0.4%
SA
142
Sanctuary Advisors
Indiana
$4.64M +$4.64M +90,867 New
PIM
143
Penobscot Investment Management
Massachusetts
$4.63M -$23.9K -467 -0.5%
GC
144
Guidance Capital
Kentucky
$4.52M +$187K +3,659 +4%
SIA
145
Schechter Investment Advisors
Michigan
$4.46M +$103K +2,019 +2%
AF
146
Advisornet Financial
Minnesota
$4.45M -$32.7K -641 -0.7%
WPC
147
White Pine Capital
Minnesota
$4.44M +$198K +3,879 +5%
MMA
148
Miracle Mile Advisors
California
$4.43M +$594K +11,634 +16%
UFA
149
US Financial Advisors
Massachusetts
$4.4M +$315K +6,174 +8%
FF
150
Friedenthal Financial
New Jersey
$4.34M +$4.32M +84,624 +24,109%
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