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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.

Holders
601
Holders Change
-18
Holders Change %
-2.91%
% of All Funds
8.7%
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
1
1832 Asset Management
Ontario, Canada
$128M
2
Franklin Resources
2
Franklin Resources
California
$240M
3
US Bancorp
3
US Bancorp
Minnesota
$31.9M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$32.2M
5
HIC
5
Hartline Investment Corp
Illinois
$20.4M

Top Sellers

1
CA
1
Crane Advisory
California
$0
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$20.5M
3
AIA
3
Angeles Investment Advisors
California
$0
4
Northern Trust
4
Northern Trust
Illinois
$232M
5
NA
5
NewEdge Advisors
Louisiana
$3.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$35.5M +$4.68M +91,686 +15%
TNBTD
27
Trustmark National Bank Trust Department
Mississippi
$33.9M +$534K +10,464 +2%
MML Investors Services
28
MML Investors Services
Massachusetts
$33.6M -$1.97M -38,692 -6%
DPI
29
Diversified Portfolios Inc
Michigan
$33.4M +$1.86M +36,527 +6%
TCM
30
Towercrest Capital Management
Pennsylvania
$32.3M -$1.09M -21,363 -3%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$32.2M +$16.4M +321,346 +104%
US Bancorp
32
US Bancorp
Minnesota
$31.9M +$18.8M +368,596 +144%
Kovitz Investment Group Partners
33
Kovitz Investment Group Partners
Illinois
$29.8M +$674K +13,207 +2%
MWM
34
Modera Wealth Management
New Jersey
$25.8M -$1.72M -33,658 -6%
Osaic Holdings
35
Osaic Holdings
Arizona
$25.6M -$4.18M -81,971 -14%
DWM
36
Destination Wealth Management
California
$24.2M +$541K +10,591 +2%
CCFCSB
37
Cape Cod Five Cents Savings Bank
Massachusetts
$22.1M -$185K -3,626 -0.8%
Goldman Sachs
38
Goldman Sachs
New York
$21.8M -$1.96M -38,391 -8%
Stifel Financial
39
Stifel Financial
Missouri
$21.6M -$1.45M -28,345 -6%
WJA
40
Willis Johnson & Associates
Texas
$21.2M +$352K +6,891 +2%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$20.5M -$43.8M -858,874 -68%
HIC
42
Hartline Investment Corp
Illinois
$20.4M +$15.1M +295,204 +285%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$19.9M -$852K -16,686 -4%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$19.7M -$2.6M -50,858 -12%
AWS
45
Atria Wealth Solutions
New York
$18.9M +$2.3M +45,082 +14%
Comerica Bank
46
Comerica Bank
Texas
$18.7M +$62.7K +1,229 +0.3%
TAM
47
TCP Asset Management
Ohio
$17.7M +$2.4M +47,061 +16%
LWM
48
LJI Wealth Management
Indiana
$17.4M +$601K +11,772 +4%
Mariner
49
Mariner
Kansas
$16.7M +$564K +11,048 +3%
HighTower Advisors
50
HighTower Advisors
Illinois
$16.5M +$2.65M +51,863 +19%
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