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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 %
CSB
576
City State Bank
Iowa
$9.7K -$393K -7,705 -98%
BSB
577
Bangor Savings Bank
Maine
$9.14K +$9.14K +179 New
KWAG
578
Kiely Wealth Advisory Group
North Carolina
$8.51K – – –
CAM
579
Creekmur Asset Management
Illinois
$7.86K +$7.86K +154 New
NP
580
NorthRock Partners
Minnesota
$7.2K +$7.2K +141 New
BA
581
Bristlecone Advisors
Washington
$7.2K +$7.2K +141 New
PCTC
582
Perkins Coie Trust Company
Washington
$6.38K – – –
HWA
583
HHM Wealth Advisors
Tennessee
$6.13K – – –
HBW
584
Hazlett, Burt & Watson
West Virginia
$6K – – –
RIL
585
Rothschild Investment LLC
Illinois
$5.51K – – –
ITIM
586
Indiana Trust & Investment Management
Indiana
$5.1K – – –
NEAM
587
New England Asset Management
Connecticut
$5.1K – – –
PCWA
588
Pacific Capital Wealth Advisors
California
$5.1K – – –
SS
589
Sunbelt Securities
Texas
$5K – – –
RFS
590
Richardson Financial Services
Massachusetts
$4.45K – – –
PWA
591
Provenance Wealth Advisors
Florida
$4.03K – – –
CPG
592
Cornerstone Planning Group
New Jersey
$4.01K +$51 +1 +1%
C
593
Covestor
United Kingdom
$4K -$1.78K -36 -31%
PWM
594
Provident Wealth Management
Tennessee
$3.22K – – –
ATS
595
Ashton Thomas Securities
New York
$3.06K – – –
RAM
596
Riggs Asset Management
Pennsylvania
$2.25K -$2.98M -58,286 -100%
CIM
597
Contravisory Investment Management
Massachusetts
$1.28K – – –
KFI
598
Key Financial Inc
Pennsylvania
$970 – – –
GM
599
GeoWealth Management
Illinois
$255 -$5.66M -110,897 -100%
IHWM
600
Iron Horse Wealth Management
Iowa
$253 – – –
22 23
24
25 26