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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.

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

Top Sellers

1
Franklin Resources
Franklin Resources
California
$144M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$38.2M
3
BlackRock
BlackRock
New York
$160M
4
Northern Trust
Northern Trust
Illinois
$208M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
LI
576
LRI Investments
Florida
$65.4K -$16.8K -330 -20%
FFA
577
Founders Financial Alliance
North Carolina
$61.2K +$102 +2 +0.2%
PA
578
Parallel Advisors
California
$58.6K -$100K -1,968 -63%
SWM
579
Sugarloaf Wealth Management
Georgia
$58.4K +$1.02K +20 +2%
MHR
580
Matthew Hamilton Rosenberg
$57.4K – – –
HT
581
Headlands Technologies
Illinois
$56.9K +$56.9K +1,118 New
WT
582
Whittier Trust
California
$56.2K – – –
BTI
583
Blue Trust Inc
Georgia
$53.9K +$1.78K +35 +3%
DJSG
584
D.J. St. Germain
Massachusetts
$51.6K – – –
IA
585
IFS Advisors
Kansas
$50.9K – – –
T
586
Transce3nd
Texas
$44K +$44K +864 New
LCM
587
Logan Capital Management
Pennsylvania
$41.1K +$16.5K +325 +67%
CAL
588
Capital Analysts LLC
Pennsylvania
$41K +$204 +4 +0.5%
Fifth Third Bancorp
589
Fifth Third Bancorp
Ohio
$40.6K +$560 +11 +1%
AGWCA
590
Annis Gardner Whiting Capital Advisors
Florida
$36K – – –
HCM
591
Hollencrest Capital Management
California
$35K – – –
AG
592
AmeriFlex Group
Nevada
$32.6K +$32.6K +638 New
WP
593
WealthShield Partners
North Carolina
$32.6K – – –
EWP
594
Elevation Wealth Partners
California
$31.8K +$610 +12 +2%
SWC
595
Spectrum Wealth Counsel
Indiana
$30.7K +$407 +8 +1%
GWSG
596
GPS Wealth Strategies Group
Colorado
$25.9K – – –
Kayne Anderson Rudnick Investment Management
597
Kayne Anderson Rudnick Investment Management
California
$25.4K – – –
NSIM
598
North Star Investment Management
Illinois
$24.9K – – –
FFL
599
Financial Freedom LLC
Ohio
$24.9K +$306 +6 +1%
WSFS
600
Wilmington Savings Fund Society
Delaware
$23.6K – – –
22 23
24
25 26