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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 %
FFN
451
Focus Financial Network
Minnesota
$367K +$45.8K +901 +14%
EBA
452
Eagle Bay Advisors
New York
$367K -$61.1K -1,200 -14%
LSWP
453
Liberty Square Wealth Partners
Pennsylvania
$364K +$364K +7,141 New
FNC
454
First National Corp
Massachusetts
$360K -$1.73K -34 -0.5%
USCWA
455
U.S. Capital Wealth Advisors
Texas
$356K +$103K +2,032 +41%
AOWM
456
Alpha Omega Wealth Management
Virginia
$356K – – –
EFG
457
Ethos Financial Group
Pennsylvania
$352K +$352K +6,927 New
CT
458
Coastline Trust
Rhode Island
$351K – – –
TC
459
TAP Consulting
Missouri
$351K -$33.8K -665 -9%
AA
460
Armis Advisers
Georgia
$350K +$350K +6,887 New
EL
461
Essex LLC
Illinois
$347K -$86.5K -1,700 -20%
EFG
462
Elm3 Financial Group
Georgia
$344K +$344K +6,763 New
PCS
463
Private Client Services
Kentucky
$339K +$118K +2,329 +54%
FCA
464
Fortis Capital Advisors
Kansas
$338K +$460 +9 +0.1%
RFM
465
Royal Fund Management
Florida
$337K +$337K +6,618 New
SW
466
SteelPeak Wealth
California
$332K +$7.12K +140 +2%
ICMM
467
Integrated Capital Management (Michigan)
Michigan
$331K -$13K -255 -4%
DLCIG
468
D.L. Carlson Investment Group
New Hampshire
$329K +$329K +6,476 New
BPA
469
Beacon Pointe Advisors
California
$324K -$8.75K -172 -3%
COCM
470
Charter Oak Capital Management
New Hampshire
$322K -$96.6K -1,899 -23%
DDPIC
471
Deroy & Devereaux Private Investment Counsel
Michigan
$310K – – –
T
472
Tidemark
California
$308K – – –
BFO
473
Boston Family Office
Massachusetts
$307K – – –
KDA
474
Kraft Davis & Associates
Missouri
$307K – – –
DWM
475
Diversify Wealth Management
Utah
$306K +$815 +16 +0.3%
17 18
19
20 21