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iShares Floating Rate Bond ETF
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Overview Fund Activity

601 hedge funds and large institutions have $4.8B invested in iShares Floating Rate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 207 increasing their positions, 252 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
-18
Holders Change %
-2.91%
% of All Funds
8.69%
Holding in Top 10
30
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-23.08%
% of All Funds
0.43%
New
47
Increased
207
Reduced
252
Closed
63
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$128M
2
Franklin Resources
Franklin Resources
California
$240M
3
US Bancorp
US Bancorp
Minnesota
$31.9M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$32.2M
5
HIC
Hartline Investment Corp
Illinois
$20.4M

Top Sellers

1
CA
Crane Advisory
California
$0
2
HSBC Holdings
HSBC Holdings
United Kingdom
$20.5M
3
AIA
Angeles Investment Advisors
California
$0
4
Northern Trust
Northern Trust
Illinois
$232M
5
NA
NewEdge Advisors
Louisiana
$3.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
KC
226
Kades & Cheifetz
Pennsylvania
$1.8M +$106K +2,080 +6%
OWA
227
Octavia Wealth Advisors
Ohio
$1.79M -$165K -3,241 -8%
FHB
228
First Hawaiian Bank
Hawaii
$1.78M -$1.8M -35,333 -50%
PAS
229
Park Avenue Securities
New York
$1.78M +$41.5K +813 +2%
CA
230
Callahan Advisors
Texas
$1.72M +$896K +17,554 +109%
OWA
231
Outlook Wealth Advisors
Texas
$1.69M +$166K +3,260 +11%
CCP
232
Cunning Capital Partners
North Carolina
$1.68M +$791K +15,500 +89%
Bank of New York Mellon
233
Bank of New York Mellon
New York
$1.68M -$946K -18,526 -36%
CF
234
Clarity Financial
Texas
$1.68M – – –
MNBTD
235
Moody National Bank Trust Division
Texas
$1.68M – – –
CAG
236
Csenge Advisory Group
Florida
$1.63M +$23.1K +453 +1%
PI
237
PFG Investments
New York
$1.61M +$20.6K +404 +1%
BRWA
238
B. Riley Wealth Advisors
Florida
$1.61M -$36K -705 -2%
DFA
239
DHK Financial Advisors
New Hampshire
$1.59M +$23.7K +464 +2%
William Blair & Company
240
William Blair & Company
Illinois
$1.59M -$4.95K -97 -0.3%
FT
241
Fiduciary Trust
Massachusetts
$1.55M – – –
KWM
242
Kingsview Wealth Management
Oregon
$1.55M -$187K -3,662 -11%
DG
243
DMC Group
Alabama
$1.55M -$127K -2,494 -8%
JIP
244
Jaffetilchin Investment Partners
Florida
$1.54M +$18.5K +362 +1%
ONB
245
Old National Bancorp
Indiana
$1.51M – – –
NAM
246
NTV Asset Management
West Virginia
$1.45M +$37.8K +740 +3%
FAIM
247
Financial Advocates Investment Management
Washington
$1.44M -$4.18M -82,029 -74%
USB
248
Union Savings Bank
Connecticut
$1.44M -$131K -2,564 -8%
DACG
249
Donor Advised Charitable Giving
California
$1.43M +$21.2K +416 +2%
PWM
250
Perigon Wealth Management
California
$1.42M -$48.7K -954 -3%
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