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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 %
PWM
351
Perigon Wealth Management
California
$764K -$656K -12,867 -46%
MIA
352
MMBG Investment Advisors
Florida
$763K -$86.5K -1,700 -10%
PFA
353
Professional Financial Advisors
Nebraska
$758K -$5.85K -115 -0.8%
PA
354
Pinnacle Associates
New York
$754K -$412K -8,095 -35%
PVI
355
Pine Valley Investments
New Jersey
$744K +$13.4K +264 +2%
WWM
356
WJ Wealth Management
Arizona
$735K +$494K +9,700 +204%
MFG
357
Mosaic Financial Group
Illinois
$734K – – –
ATPW
358
Ashton Thomas Private Wealth
Arizona
$728K +$728K +14,316 New
AFP
359
Ausdal Financial Partners
Iowa
$727K -$272K -5,342 -27%
BFWM
360
Bright Futures Wealth Management
New York
$721K +$721K +14,117 New
FFS
361
Flavin Financial Services
Florida
$720K +$720K +14,153 New
SI
362
Stephens Inc
Arkansas
$712K -$605K -11,895 -46%
IA
363
IFP Advisors
Florida
$711K -$144K -2,832 -17%
IAIM
364
International Assets Investment Management
Florida
$707K +$707K +13,893 New
BA
365
Bellwether Advisors
Nebraska
$705K -$153 -3 -0%
CPA
366
Cardiff Park Advisors
California
$694K +$2.85K +56 +0.4%
IAN
367
Integrated Advisors Network
Texas
$689K +$37.8K +743 +6%
DI
368
Disciplined Investments
Oklahoma
$688K -$28.7K -564 -4%
KFAA
369
Klaas Financial Asset Advisors
Illinois
$687K +$19.4K +381 +3%
LMKC
370
L.M. Kohn & Company
Ohio
$685K +$685K +13,471 New
HGA
371
Hobbs Group Advisors
South Carolina
$683K -$115K -2,261 -14%
PTC
372
Private Trust Company
Ohio
$676K +$149K +2,928 +28%
SAG
373
SageView Advisory Group
California
$663K +$416K +8,167 +168%
SAS
374
Stelac Advisory Services
New York
$657K -$202K -3,975 -24%
WI
375
Wintrust Investments
Illinois
$656K +$116K +2,273 +21%
13 14
15
16 17