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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 %
NW
426
NewEdge Wealth
Pennsylvania
$322K -$3.06M -60,013 -90%
MIH
427
Meitav Investment House
Israel
$315K -$73.2K -1,435 -19%
SAM
428
Summit Asset Management
Tennessee
$315K – – –
MA
429
Mezzasalma Advisors
New Jersey
$315K -$24.4K -479 -7%
Cerity Partners
430
Cerity Partners
New York
$314K +$7.86K +154 +3%
DDPIC
431
Deroy & Devereaux Private Investment Counsel
Michigan
$311K – – –
BA
432
Bard Associates
Illinois
$309K -$8.37K -164 -3%
T
433
Tidemark
California
$308K – – –
BFO
434
Boston Family Office
Massachusetts
$308K – – –
KDA
435
Kraft Davis & Associates
Missouri
$307K -$108K -2,120 -26%
DWT
436
Dorsey & Whitney Trust
South Dakota
$306K – – –
CCG
437
Ceeto Capital Group
Florida
$306K – – –
DWM
438
Diversify Wealth Management
Utah
$305K +$51.1K +1,002 +20%
FFG
439
Fiduciary Financial Group
California
$304K – – –
HB
440
HTLF Bank
Colorado
$301K – – –
FAG
441
Fortitude Advisory Group
Washington
$301K -$18.2K -356 -6%
AG
442
Ascent Group
Virginia
$295K -$11.4K -223 -4%
CCM
443
Chilton Capital Management
Texas
$295K -$10K -196 -3%
ATI
444
ARK & TLK Investments
Oklahoma
$293K – – –
TC
445
Trilogy Capital
California
$289K -$166K -3,256 -37%
NGA
446
Naples Global Advisors
Florida
$284K +$8.93K +175 +3%
VHAM
447
Van Hulzen Asset Management
California
$283K +$7.67K +150 +3%
PIMG
448
Patriot Investment Management Group
Tennessee
$282K – – –
GLA
449
Good Life Advisors
Pennsylvania
$276K +$276K +5,418 New
LWM
450
Liberty Wealth Management
California
$275K -$14.2M -279,101 -98%
16 17
18
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