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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 %
TA
476
TrueWealth Advisors
Alabama
$232K – – –
IFA
477
Interactive Financial Advisors
Illinois
$230K -$11.4K -223 -5%
IAG
478
Investment Advisory Group
Massachusetts
$230K – – –
SWP
479
Summit Wealth Partners
Florida
$229K +$16.1K +316 +8%
RWA
480
Redhawk Wealth Advisors
Minnesota
$229K +$9.29K +182 +4%
LA
481
Lifeworks Advisors
Michigan
$227K +$27.1K +531 +14%
KAS
482
KPP Advisory Services
Kentucky
$227K – – –
EB
483
Exchange Bank
California
$225K – – –
First Manhattan
484
First Manhattan
New York
$224K – – –
BHBT
485
Burke & Herbert Bank & Trust
Virginia
$224K – – –
PCS
486
Private Client Services
Kentucky
$221K +$221K +4,333 New
EWA
487
Elevate Wealth Advisory
Georgia
$219K +$663 +13 +0.3%
TI
488
TrueMark Investments
Illinois
$218K -$60.5K -1,185 -22%
WJWM
489
Williams Jones Wealth Management
New York
$217K – – –
PS
490
Principal Securities
Iowa
$214K -$78.9K -1,546 -27%
FMTCOCP
491
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$213K +$25.7K +504 +14%
AA
492
Ancora Advisors
Ohio
$212K +$7.09K +139 +3%
AL
493
Aspiriant LLC
California
$208K +$208K +4,079 New
PCA
494
Peddock Capital Advisors
Massachusetts
$203K -$100K -1,960 -33%
RCAG
495
Rehmann Capital Advisory Group
Michigan
$203K -$67.9K -1,330 -25%
Mirae Asset Global Investments
496
Mirae Asset Global Investments
South Korea
$201K -$144K -2,820 -42%
CA
497
CoreCap Advisors
Michigan
$201K -$46.4K -909 -19%
AA
498
Addison Advisors
Vermont
$193K -$64.8K -1,270 -25%
FPB
499
First PREMIER Bank
South Dakota
$174K +$174K +3,400 New
LWANC
500
Laurel Wealth Advisors (North Carolina)
North Carolina
$164K -$43.1K -845 -21%
18 19
20
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