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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 %
Envestnet Portfolio Solutions
176
Envestnet Portfolio Solutions
Illinois
$3.34M +$323K +6,318 +11%
NW
177
NewEdge Wealth
Pennsylvania
$3.33M +$3.33M +65,530 New
PCIA
178
Prime Capital Investment Advisors
Kansas
$3.31M -$1.36M -26,550 -29%
Bank of Montreal
179
Bank of Montreal
Ontario, Canada
$3.26M -$1.1M -21,448 -25%
VCM
180
Virtue Capital Management
Tennessee
$3.24M +$253K +4,972 +8%
WC
181
Waterloo Capital
Texas
$3.21M +$943K +18,461 +42%
AAS
182
Ameritas Advisory Services
Nebraska
$3.17M +$1.2M +23,530 +61%
AWM
183
Axxcess Wealth Management
California
$3.11M +$317K +6,202 +11%
RAM
184
Riggs Asset Management
Pennsylvania
$3.07M -$90.4K -1,771 -3%
PGAM
185
Princeton Global Asset Management
New Jersey
$2.99M +$26.4K +518 +0.9%
AFG
186
Atomi Financial Group
New York
$2.97M +$1.2M +23,549 +68%
TC
187
TAP Consulting
Missouri
$2.93M -$169K -3,304 -5%
WSTAM
188
Wilbanks Smith & Thomas Asset Management
Virginia
$2.92M -$3.03M -59,267 -51%
RFN
189
RDA Financial Network
Iowa
$2.91M -$33.3K -653 -1%
FAIM
190
Financial Advocates Investment Management
Washington
$2.85M +$631K +9,880 +28%
CAAS
191
Capital Asset Advisory Services
Michigan
$2.85M +$64.4K +1,265 +2%
AAS
192
Avantax Advisory Services
Texas
$2.83M -$1.2M -23,414 -30%
Susquehanna International Group
193
Susquehanna International Group
Pennsylvania
$2.79M -$4.62M -90,540 -62%
Bank of New York Mellon
194
Bank of New York Mellon
New York
$2.73M +$450K +8,809 +20%
PCA
195
Prosperity Capital Advisors
Ohio
$2.69M +$277K +5,430 +11%
Baird Financial Group
196
Baird Financial Group
Wisconsin
$2.67M -$349K -6,836 -12%
CAM
197
Cresset Asset Management
Illinois
$2.62M +$91.2K +1,786 +4%
ACI
198
Alpha Cubed Investments
California
$2.6M -$335K -6,567 -11%
BCM
199
Brookstone Capital Management
Illinois
$2.59M -$562K -11,000 -18%
VRM
200
Vectors Research Management
New York
$2.57M +$1.29M +25,352 +101%
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