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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.

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
1
Demars Financial Group
Washington
$748M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$72M
3
Wells Fargo
3
Wells Fargo
California
$135M
4
MC
4
McMorgan & Co
California
$35.6M
5
NYLIM
5
New York Life Investment Management
New York
$155M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$144M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$38.2M
3
BlackRock
3
BlackRock
New York
$160M
4
Northern Trust
4
Northern Trust
Illinois
$208M
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$219M
Name Market Value Shares Shares
Change 		Shares
Change %
Raymond James Financial
26
Raymond James Financial
Florida
$43.9M 862,086 +862,086 New
TPWA
27
TRUE Private Wealth Advisors
Oregon
$41.7M 819,028 -27,542 -3%
1832 Asset Management
28
1832 Asset Management
Ontario, Canada
$38.2M 750,210 -1,754,986 -70%
HIC
29
Hartline Investment Corp
Illinois
$36.7M 721,221 +322,286 +81%
MC
30
McMorgan & Co
California
$35.6M 700,442 +415,172 +146%
MML Investors Services
31
MML Investors Services
Massachusetts
$34.4M 675,651 +16,616 +3%
TCM
32
Towercrest Capital Management
Pennsylvania
$33.3M 655,173 +21,788 +3%
DPI
33
Diversified Portfolios Inc
Michigan
$32.6M 641,040 -13,453 -2%
Osaic Holdings
34
Osaic Holdings
Arizona
$30M 589,460 +87,000 +17%
Kovitz Investment Group Partners
35
Kovitz Investment Group Partners
Illinois
$28.7M 563,239 -19,694 -3%
MWM
36
Modera Wealth Management
New Jersey
$24.6M 483,166 -22,550 -4%
DWM
37
Destination Wealth Management
California
$24.4M 479,833 +5,086 +1%
HighTower Advisors
38
HighTower Advisors
Illinois
$23.7M 465,264 +141,391 +44%
Goldman Sachs
39
Goldman Sachs
New York
$23.2M 456,495 +29,798 +7%
CCFCSB
40
Cape Cod Five Cents Savings Bank
Massachusetts
$22.1M 432,756 – –
WJA
41
Willis Johnson & Associates
Texas
$21.7M 427,040 +10,871 +3%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$21.3M 417,865 +31,216 +8%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$19.7M 386,856 -3,314 -0.8%
Stifel Financial
44
Stifel Financial
Missouri
$19.5M 382,713 -41,289 -10%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$19.2M 376,729 -24,100 -6%
AWS
46
Atria Wealth Solutions
New York
$18.7M 366,751 -3,518 -1%
Comerica Bank
47
Comerica Bank
Texas
$18.5M 364,164 -2,900 -0.8%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$18.3M 358,717 +85,928 +31%
Mariner
49
Mariner
Kansas
$18.1M 355,502 +28,703 +9%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$17.8M 349,170 +151,500 +77%
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