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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 %
SRC
351
Shufro Rose & Co
New York
$649K – – –
OWM
352
OneAscent Wealth Management
Alabama
$643K +$643K +12,600 New
AWM
353
Ameliora Wealth Management
Switzerland
$634K – – –
CWS
354
Cypress Wealth Services
California
$631K -$503K -9,860 -44%
PWW
355
Pettyjohn Wood & White
Virginia
$624K +$5.1K +100 +0.8%
FA
356
Forefront Analytics
Pennsylvania
$622K -$485K -9,508 -44%
CTC
357
Central Trust Company
Missouri
$609K -$101K -1,978 -14%
ACP
358
Aveo Capital Partners
Colorado
$588K -$3.47K -68 -0.6%
A
359
Allianz
Germany
$579K – – –
WIA
360
World Investment Advisors
California
$578K +$578K +11,320 New
WF
361
Welch & Forbes
Massachusetts
$573K – – –
M&T Bank
362
M&T Bank
New York
$567K -$298K -5,835 -34%
WAS
363
Wealth Advisory Solutions
Indiana
$561K -$9.39K -184 -2%
PCA
364
Prosperity Capital Advisors
Ohio
$553K -$2.12M -41,459 -79%
SPFA
365
Summit Place Financial Advisors
New Jersey
$550K – – –
WI
366
Wintrust Investments
Illinois
$542K -$4.37M -85,704 -89%
BCG
367
Breakwater Capital Group
New Jersey
$537K -$107K -2,095 -17%
PTC
368
Private Trust Company
Ohio
$529K +$302K +5,914 +133%
ST
369
Smithfield Trust
Pennsylvania
$523K -$35.3K -693 -6%
LA
370
LexAurum Advisors
Kansas
$521K -$29.1K -570 -5%
VC
371
Vicus Capital
Pennsylvania
$519K +$919 +18 +0.2%
FFG
372
Frisch Financial Group
New York
$514K +$153 +3 +0%
BCWM
373
Bartlett & Co Wealth Management
Ohio
$510K -$91.6K -1,795 -15%
HF
374
HRT Financial
New York
$510K +$510K +9,993 New
Jones Financial Companies
375
Jones Financial Companies
Missouri
$507K +$387K +7,583 +322%
13 14
15
16 17