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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.

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
1
Angeles Investment Advisors
California
$76.2M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$43.8M
3
Jane Street
3
Jane Street
New York
$44.5M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$27.8M
5
TAM
5
TCP Asset Management
Ohio
$14.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$216M
2
BlackRock
2
BlackRock
New York
$287M
3
AWM
3
Apollon Wealth Management
South Carolina
$1.11M
4
Bank of America
4
Bank of America
North Carolina
$366M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$31.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$366M 7,169,762 -485,737 -6%
BlackRock
2
BlackRock
New York
$287M 5,629,611 -1,567,798 -22%
Morgan Stanley
3
Morgan Stanley
New York
$216M 4,230,904 -4,205,490 -50%
Northern Trust
4
Northern Trust
Illinois
$214M 4,181,423 -129,184 -3%
Franklin Resources
5
Franklin Resources
California
$178M 3,483,507 -40,286 -1%
LPL Financial
6
LPL Financial
California
$163M 3,198,183 +188,057 +6%
NYLIM
7
New York Life Investment Management
New York
$142M 2,785,341 -346,865 -11%
UBS Group
8
UBS Group
Switzerland
$141M 2,765,492 -118,831 -4%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$121M 2,361,598 +101,699 +5%
AssetMark Inc
10
AssetMark Inc
California
$120M 2,347,791 -87,629 -4%
Wells Fargo
11
Wells Fargo
California
$116M 2,265,073 -114,167 -5%
GT
12
Glenview Trust
Kentucky
$101M 1,979,164 +155,859 +9%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$89.5M 1,752,118 -358,982 -17%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$76.9M 1,505,204 +44,366 +3%
AIA
15
Angeles Investment Advisors
California
$76.2M 1,491,500 +1,079,000 +262%
Renaissance Technologies
16
Renaissance Technologies
New York
$74.3M 1,455,500 -57,900 -4%
Ameriprise
17
Ameriprise
Minnesota
$68.4M 1,339,061 -2,704 -0.2%
HTC
18
Haverford Trust Company
Pennsylvania
$60.6M 1,186,233 +59,769 +5%
DC
19
Davenport & Co
Virginia
$54.6M 1,068,425 +34,246 +3%
HSBC Holdings
20
HSBC Holdings
United Kingdom
$54.4M 1,065,079 +156,800 +17%
FLPIM
21
F.L. Putnam Investment Management
Massachusetts
$50.8M 995,324 +83,025 +9%
AWMS
22
Advocacy Wealth Management Services
Georgia
$47.8M 935,314 -87,027 -9%
Truist Financial
23
Truist Financial
North Carolina
$46M 900,465 -17,913 -2%
B
24
Barings
North Carolina
$45.1M 884,000 – –
Jane Street
25
Jane Street
New York
$44.5M 872,495 +530,610 +155%
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