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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
$128M
2
Franklin Resources
Franklin Resources
California
$240M
3
US Bancorp
US Bancorp
Minnesota
$31.9M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$32.2M
5
HIC
Hartline Investment Corp
Illinois
$20.4M

Top Sellers

1
CA
Crane Advisory
California
$0
2
HSBC Holdings
HSBC Holdings
United Kingdom
$20.5M
3
AIA
Angeles Investment Advisors
California
$0
4
Northern Trust
Northern Trust
Illinois
$232M
5
NA
NewEdge Advisors
Louisiana
$3.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
526
Ameritas Investment Partners
Nebraska
$70.8K -$22.4K -439 -24%
SWM
527
Sanctuary Wealth Management
Idaho
$68K – – –
FFA
528
Founders Financial Alliance
North Carolina
$61.3K +$102 +2 +0.2%
MHR
529
Matthew Hamilton Rosenberg
$57.6K – – –
SWM
530
Sugarloaf Wealth Management
Georgia
$57.5K +$867 +17 +2%
WT
531
Whittier Trust
California
$56.4K -$166K -3,255 -75%
RL
532
Rogco LP
Oklahoma
$52.6K – – –
BTI
533
Blue Trust Inc
Georgia
$52.4K +$255 +5 +0.5%
DJSG
534
D.J. St. Germain
Massachusetts
$51.8K -$357 -7 -0.7%
IA
535
IFS Advisors
Kansas
$51K – – –
CPA
536
Clear Point Advisors
New York
$43.8K +$663 +13 +2%
Russell Investments Group
537
Russell Investments Group
United Kingdom
$41.3K +$41.3K +810 New
CAL
538
Capital Analysts LLC
Pennsylvania
$41K -$77.7K -1,514 -65%
EB
539
Eastern Bank
Massachusetts
$40.8K +$40.8K +800 New
Fifth Third Bancorp
540
Fifth Third Bancorp
Ohio
$40.1K -$9.95K -195 -20%
BCV
541
Banque Cantonale Vaudoise
Switzerland
$37K -$141K -2,750 -79%
AGWCA
542
Annis Gardner Whiting Capital Advisors
Florida
$36.1K – – –
NPP
543
New Potomac Partners
Maryland
$35.7K +$35.7K +700 New
HCM
544
Hollencrest Capital Management
California
$35.1K – – –
PS
545
Planned Solutions
California
$33.1K +$33.1K +649 New
WP
546
WealthShield Partners
North Carolina
$32.7K – – –
EWP
547
Elevation Wealth Partners
California
$31.3K +$460 +9 +1%
SWC
548
Spectrum Wealth Counsel
Indiana
$30.4K – – –
HIA
549
Harbor Investment Advisory
Maryland
$30K – – –
DWM
550
Darwin Wealth Management
Florida
$27.3K +$27.3K +535 New
20 21
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