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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 %
UFA
151
US Financial Advisors
Massachusetts
$4.09M +$62.5K +1,224 +2%
KWM
152
Kingsview Wealth Management
Oregon
$4.07M +$478K +9,361 +13%
TF
153
Trek Financial
Arizona
$4.07M +$2.95M +57,835 +264%
RIA
154
Regal Investment Advisors
Michigan
$3.99M +$124K +2,434 +3%
CIC
155
Canal Insurance Company
South Carolina
$3.98M – – –
VWA
156
Visionary Wealth Advisors
Illinois
$3.98M +$219K +4,294 +6%
SA
157
Scarborough Advisors
Maryland
$3.97M -$193K -3,789 -5%
BNP Paribas Financial Markets
158
BNP Paribas Financial Markets
France
$3.96M +$1.64M +32,065 +70%
SRWM
159
Shira Ridge Wealth Management
California
$3.93M +$13.2K +258 +0.3%
SWA
160
Sax Wealth Advisors
New Jersey
$3.91M +$207K +4,052 +6%
MMA
161
Miracle Mile Advisors
California
$3.83M +$102K +1,991 +3%
GRP
162
Global Retirement Partners
California
$3.8M -$76.9K -1,506 -2%
CIBC World Market
163
CIBC World Market
Ontario, Canada
$3.77M -$1.09M -21,296 -22%
AWA
164
Arkadios Wealth Advisors
Georgia
$3.73M -$344K -6,729 -8%
Comerica Bank
165
Comerica Bank
Texas
$3.69M +$55.3K +1,084 +2%
MOS
166
MGO One Seven
Ohio
$3.68M -$110K -2,151 -3%
GJIA
167
Glass Jacobson Investment Advisors
Maryland
$3.67M +$86.8K +1,699 +2%
DWG
168
Darden Wealth Group
Michigan
$3.55M +$740K +14,497 +26%
PAG
169
Private Advisory Group
Washington
$3.47M -$1.43M -28,032 -29%
ES
170
ETF Store
Kansas
$3.47M +$58.7K +1,150 +2%
LG
171
LaFleur & Godfrey
Michigan
$3.46M -$116K -2,268 -3%
CB
172
Cadence Bank
Mississippi
$3.45M +$1.01M +19,692 +41%
EWA
173
EverSource Wealth Advisors
Alabama
$3.43M +$838K +16,409 +32%
IWS
174
Insight Wealth Strategies
California
$3.4M +$174K +3,414 +5%
VCA
175
Verdence Capital Advisors
Maryland
$3.39M -$447K -8,759 -12%
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