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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 %
FPGK
451
Financial Partners Group (Kansas)
Kansas
$275K -$982K -19,231 -78%
FW
452
FullCircle Wealth
Texas
$274K – – –
CWA
453
Clarus Wealth Advisors
Arizona
$273K – – –
CAS
454
Coppell Advisory Solutions
Texas
$272K +$2.25K +44 +0.8%
HFS
455
Haverford Financial Services
Pennsylvania
$271K -$459 -9 -0.2%
SFA
456
Sequoia Financial Advisors
Ohio
$270K -$302K -5,908 -53%
PJSIMP
457
P.J. Schmidt Investment Management (PJS)
Wisconsin
$268K -$17.2K -337 -6%
CAL
458
Capital Advisors Ltd
Ohio
$263K +$72.7K +1,423 +38%
IPW
459
Inlet Private Wealth
Florida
$263K – – –
MLIC
460
Mandatum Life Insurance Company
Finland
$258K – – –
TCWM
461
Total Clarity Wealth Management
Illinois
$258K +$53.3K +1,045 +26%
SWM
462
Seaside Wealth Management
California
$255K +$3.78K +74 +2%
USCWA
463
U.S. Capital Wealth Advisors
Texas
$254K -$128K -2,500 -33%
WTC
464
WhitTier Trust Company
Nevada
$253K – – –
FLA
465
Financial Life Advisors
Texas
$252K +$22K +431 +10%
BFA
466
Beaumont Financial Advisors
Massachusetts
$251K – – –
SAG
467
SageView Advisory Group
California
$248K +$248K +4,866 New
CWP
468
CFM Wealth Partners
Texas
$248K – – –
BSG
469
Black Swift Group
Colorado
$246K +$246K +4,825 New
SIC
470
Salem Investment Counselors
North Carolina
$244K +$4.34K +85 +2%
Koshinski Asset Management
471
Koshinski Asset Management
Illinois
$244K +$17.9K +350 +8%
WWM
472
WJ Wealth Management
Arizona
$242K -$217K -4,250 -47%
PIA
473
Powell Investment Advisors
Florida
$239K -$288K -5,647 -55%
WWG
474
West Wealth Group
California
$236K +$236K +4,631 New
TCMP
475
Thrive Capital Management (Pennsylvania)
Pennsylvania
$234K -$184K -3,615 -44%
17 18
19
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