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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
+$88.7M
2
Franklin Resources
Franklin Resources
California
+$56.9M
3
US Bancorp
US Bancorp
Minnesota
+$18.8M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$16.4M
5
HIC
Hartline Investment Corp
Illinois
+$15.1M

Top Sellers

1
CA
Crane Advisory
California
-$50M
2
HSBC Holdings
HSBC Holdings
United Kingdom
-$43.8M
3
AIA
Angeles Investment Advisors
California
-$43M
4
Northern Trust
Northern Trust
Illinois
-$33.5M
5
NA
NewEdge Advisors
Louisiana
-$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
326
Alesco Advisors
New York
$750K -$16.6K -325 -2%
GWM
327
Geneos Wealth Management
Colorado
$744K -$187K -3,673 -20%
ISWM
328
Independent Solutions Wealth Management
New York
$743K +$743K +14,562 New
MFG
329
Mosaic Financial Group
Illinois
$737K -$150K -2,946 -17%
NAM
330
NorthCrest Asset Manangement
Minnesota
$734K +$51.2K +1,004 +8%
PVI
331
Pine Valley Investments
New Jersey
$732K +$10.9K +214 +2%
OPWM
332
Oxinas Partners Wealth Management
Indiana
$725K -$882K -17,271 -55%
DI
333
Disciplined Investments
Oklahoma
$719K -$74.2K -1,453 -9%
BA
334
Bellwether Advisors
Nebraska
$708K -$6.58K -129 -0.9%
CPA
335
Cardiff Park Advisors
California
$694K +$2.3K +45 +0.3%
WFC
336
Western Financial Corp
California
$694K +$13.1K +256 +2%
TDC
337
Thompson Davis & Co
Virginia
$690K +$220K +4,312 +47%
MFG
338
Merit Financial Group
Georgia
$687K +$230K +4,504 +50%
UAS
339
United Asset Strategies
New York
$686K -$3.17K -62 -0.5%
TWCA
340
Two West Capital Advisors
Kansas
$685K +$57.1K +1,118 +9%
WB
341
WesBanco Bank
West Virginia
$672K -$52.7K -1,032 -7%
LIM
342
Loudon Investment Management
New Hampshire
$670K – – –
KFAA
343
Klaas Financial Asset Advisors
Illinois
$670K -$216K -4,233 -24%
RA
344
Rise Advisors
New York
$664K -$36.8K -720 -5%
GSEP
345
Golden State Equity Partners
California
$659K +$231K +4,518 +54%
AAP
346
Arax Advisory Partners
Colorado
$655K +$589K +11,548 +897%
IAN
347
Integrated Advisors Network
Texas
$654K +$3.62K +71 +0.6%
DAS
348
Diversify Advisory Services
Utah
$652K -$35K -687 -5%
RFA
349
Register Financial Advisors
Georgia
$652K -$13.1K -257 -2%
FIA
350
Foundations Investment Advisors
Arizona
$651K +$651K +12,749 New
12 13
14
15 16