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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 %
LIM
326
Loudon Investment Management
New Hampshire
$911K +$243K +4,770 +36%
TC
327
TownSquare Capital
Utah
$900K -$3.77K -74 -0.4%
PRI
328
Prepared Retirement Institute
Pennsylvania
$899K -$136K -2,665 -13%
CISOA
329
Capital Investment Services of America
Wisconsin
$888K – – –
KIM
330
Kane Investment Management
California
$884K +$884K +17,374 New
MFG
331
Merit Financial Group
Georgia
$869K +$184K +3,615 +27%
GPA
332
Guidance Point Advisors
Massachusetts
$862K +$11.7K +229 +1%
LKBC
333
L.K. Benson & Company
Maryland
$847K +$847K +16,647 New
DWM
334
Dakota Wealth Management
Florida
$846K – – –
Jane Street
335
Jane Street
New York
$839K -$7.85M -154,366 -90%
MPPLM
336
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$835K -$5.19K -102 -0.6%
BIP
337
Blueprint Investment Partners
North Carolina
$824K +$824K +16,199 New
JPLA
338
Joseph P. Lucia & Associates
New York
$804K -$131K -2,580 -14%
ACA
339
Anchor Capital Advisors
Massachusetts
$796K -$45.8K -900 -5%
NAM
340
NorthCrest Asset Manangement
Minnesota
$789K +$57.6K +1,133 +8%
NC
341
Napatree Capital
Rhode Island
$787K +$787K +15,468 New
SPWM
342
Spartan Planning & Wealth Management
North Carolina
$784K +$784K +15,406 New
CTC
343
Central Trust Company
Missouri
$783K +$175K +3,448 +29%
PFS
344
Prospera Financial Services
Texas
$781K -$12.3K -241 -2%
AWE
345
Avidian Wealth Enterprises
Texas
$780K -$70.7K -1,390 -8%
CWM
346
Connecticut Wealth Management
Connecticut
$779K -$9.62K -189 -1%
BAAM
347
Baker Avenue Asset Management
California
$769K – – –
CCM
348
Coldstream Capital Management
Washington
$767K -$3.97K -78 -0.5%
WFC
349
Western Financial Corp
California
$765K +$73.6K +1,446 +11%
AAP
350
Arax Advisory Partners
Colorado
$764K +$111K +2,189 +17%
12 13
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