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iShares Floating Rate Bond ETF
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Overview Fund Activity

652 hedge funds and large institutions have $5.69B invested in iShares Floating Rate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 237 increasing their positions, 220 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+51
Holders Change %
+8.49%
% of All Funds
8.68%
Holding in Top 10
39
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+30%
% of All Funds
0.52%
New
98
Increased
237
Reduced
220
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DFG
Demars Financial Group
Washington
+$733M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$36.6M
3
Wells Fargo
Wells Fargo
California
+$23.9M
4
MC
McMorgan & Co
California
+$21.1M
5
NYLIM
New York Life Investment Management
New York
+$17.7M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$96.2M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$89.3M
3
BlackRock
BlackRock
New York
-$72.5M
4
Northern Trust
Northern Trust
Illinois
-$24M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$23.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIW
301
Holos Integrated Wealth
Pennsylvania
$1.12M +$1.12M +22,082 New
FFG
302
Frisch Financial Group
New York
$1.12M +$608K +11,948 +119%
GTAM
303
Global Trust Asset Management
Florida
$1.12M -$132K -2,585 -11%
OWM
304
OneAscent Wealth Management
Alabama
$1.11M +$468K +9,198 +73%
MWP
305
MYCIO Wealth Partners
Pennsylvania
$1.09M – – –
CCM
306
Crabel Capital Management
California
$1.09M -$274K -5,392 -20%
MHC
307
May Hill Capital
Massachusetts
$1.07M +$1.07M +21,003 New
EP
308
Edgestream Partners
New Jersey
$1.04M -$23.5K -461 -2%
RFN
309
RDA Financial Network
Iowa
$1.03M -$1.03M -20,240 -50%
PFP
310
Pinnacle Financial Partners
Tennessee
$1.03M +$38.2K +751 +4%
CFGS
311
Concourse Financial Group Securities
Alabama
$1.02M +$587K +11,503 +134%
CF
312
Centaurus Financial
California
$1.02M +$28.5K +560 +3%
VWM
313
Venturi Wealth Management
Texas
$1.02M -$2.8K -55 -0.3%
GSWM
314
Greenup Street Wealth Management
Michigan
$1.02M +$105K +2,068 +12%
WAM
315
WNY Asset Management
New York
$1M +$166K +3,256 +20%
MWM
316
MGB Wealth Management
Texas
$992K -$16.7K -328 -2%
Jones Financial Companies
317
Jones Financial Companies
Missouri
$978K +$473K +9,287 +93%
WA
318
WBH Advisory
Maryland
$973K +$216K +4,237 +28%
DAS
319
Diversify Advisory Services
Utah
$959K +$308K +6,039 +47%
WWM
320
Western Wealth Management
Colorado
$956K -$65.5K -1,288 -6%
SGAM
321
Stephens Group Asset Management
Arkansas
$952K +$48.6K +955 +5%
BAM
322
BTS Asset Management
Massachusetts
$951K -$36.3K -713 -4%
TPA
323
Trivium Point Advisory
Connecticut
$949K -$52.9K -1,039 -5%
MSWM
324
Mowery & Schoenfeld Wealth Management
Illinois
$941K -$1.22M -24,052 -57%
CBT
325
Crews Bank & Trust
Florida
$938K +$938K +18,427 New
11 12
13
14 15