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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.

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
1
Northern Trust
Illinois
$266M
2
CA
2
Crane Advisory
California
$50M
3
Bank of America
3
Bank of America
North Carolina
$400M
4
Morgan Stanley
4
Morgan Stanley
New York
$236M
5
TPWA
5
TRUE Private Wealth Advisors
Oregon
$58.3M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.43M
2
BlackRock
2
BlackRock
New York
$246M
3
AWMS
3
Advocacy Wealth Management Services
Georgia
$8.08M
4
AIA
4
Angeles Investment Advisors
California
$43M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$1.92M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$400M 7,825,249 +655,487 +9%
Northern Trust
2
Northern Trust
Illinois
$266M 5,209,796 +1,028,373 +25%
BlackRock
3
BlackRock
New York
$246M 4,823,677 -805,934 -14%
Morgan Stanley
4
Morgan Stanley
New York
$236M 4,620,296 +389,392 +9%
Franklin Resources
5
Franklin Resources
California
$184M 3,605,326 +121,819 +3%
LPL Financial
6
LPL Financial
California
$179M 3,496,186 +298,003 +9%
UBS Group
7
UBS Group
Switzerland
$137M 2,689,038 -76,454 -3%
NYLIM
8
New York Life Investment Management
New York
$131M 2,573,228 -212,113 -8%
Wells Fargo
9
Wells Fargo
California
$124M 2,429,922 +164,849 +7%
AssetMark Inc
10
AssetMark Inc
California
$121M 2,375,122 +27,331 +1%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$120M 2,343,771 -17,827 -0.8%
GT
12
Glenview Trust
Kentucky
$113M 2,211,852 +232,688 +12%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$101M 1,968,004 +215,886 +12%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$81.7M 1,599,936 +94,732 +6%
Renaissance Technologies
15
Renaissance Technologies
New York
$74.3M 1,454,300 -1,200 -0.1%
HSBC Holdings
16
HSBC Holdings
United Kingdom
$64.4M 1,259,703 +194,624 +18%
Ameriprise
17
Ameriprise
Minnesota
$60.6M 1,185,749 -153,312 -11%
HTC
18
Haverford Trust Company
Pennsylvania
$58.8M 1,151,755 -34,478 -3%
TPWA
19
TRUE Private Wealth Advisors
Oregon
$58.3M 1,140,216 +323,386 +40%
DC
20
Davenport & Co
Virginia
$55.3M 1,081,646 +13,221 +1%
CA
21
Crane Advisory
California
$50M 982,642 +978,706 +24,865%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$49.9M 975,934 +118,392 +14%
FLPIM
23
F.L. Putnam Investment Management
Massachusetts
$48.5M 949,878 -45,446 -5%
Truist Financial
24
Truist Financial
North Carolina
$45.5M 890,570 -9,895 -1%
B
25
Barings
North Carolina
$44.4M 870,000 -14,000 -2%
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