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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
$266M
2
CA
Crane Advisory
California
$50M
3
Bank of America
Bank of America
North Carolina
$400M
4
Morgan Stanley
Morgan Stanley
New York
$236M
5
TPWA
TRUE Private Wealth Advisors
Oregon
$58.3M

Top Sellers

1
Jane Street
Jane Street
New York
$1.43M
2
BlackRock
BlackRock
New York
$246M
3
AWMS
Advocacy Wealth Management Services
Georgia
$8.08M
4
AIA
Angeles Investment Advisors
California
$43M
5
IWC
Integrated Wealth Concepts
Massachusetts
$1.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
176
Virtue Capital Management
Tennessee
$3.38M +$135K +2,646 +4%
LG
177
LaFleur & Godfrey
Michigan
$3.38M -$88.1K -1,725 -3%
Baird Financial Group
178
Baird Financial Group
Wisconsin
$3.37M +$700K +13,703 +26%
VCA
179
Verdence Capital Advisors
Maryland
$3.23M -$155K -3,043 -5%
BMCM
180
Bryn Mawr Capital Management
Pennsylvania
$3.23M +$3.04M +59,606 +1,588%
VFO
181
Virtus Family Office
Texas
$3.11M +$722K +14,138 +30%
PGAM
182
Princeton Global Asset Management
New Jersey
$3.03M +$34.3K +671 +1%
RAM
183
Riggs Asset Management
Pennsylvania
$2.98M -$86.9K -1,700 -3%
CFP
184
Cascade Financial Partners
California
$2.94M +$1.15M +22,543 +64%
AWM
185
Axxcess Wealth Management
California
$2.9M -$208K -4,070 -7%
CAAS
186
Capital Asset Advisory Services
Michigan
$2.89M +$44.1K +867 +2%
AAS
187
Avantax Advisory Services
Texas
$2.8M -$32.7K -641 -1%
CA
188
Clearstead Advisors
Ohio
$2.76M +$2.76M +54,021 New
AWA
189
Arkadios Wealth Advisors
Georgia
$2.71M -$1.03M -20,143 -28%
PCA
190
Prosperity Capital Advisors
Ohio
$2.67M -$22.5K -441 -0.8%
EIA
191
Eldridge Investment Advisors
New Hampshire
$2.67M +$1.24M +24,268 +87%
ACM
192
AlphaStar Capital Management
North Carolina
$2.65M +$2.65M +51,892 New
Bank of New York Mellon
193
Bank of New York Mellon
New York
$2.63M -$97.8K -1,915 -4%
Mercer Global Advisors
194
Mercer Global Advisors
Colorado
$2.62M -$1.56M -30,582 -37%
BNP Paribas Financial Markets
195
BNP Paribas Financial Markets
France
$2.54M -$1.43M -27,908 -36%
WAM
196
WealthTrust Asset Management
Florida
$2.5M -$4.59M -89,865 -65%
BCM
197
Brookstone Capital Management
Illinois
$2.45M -$131K -2,568 -5%
SCA
198
Snowden Capital Advisors
New York
$2.45M +$1.12K +22 +0%
OP
199
ORG Partners
Indiana
$2.45M +$2.45M +48,092 New
EGA
200
Eagle Global Advisors
Texas
$2.43M +$212K +4,140 +10%
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