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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 %
LGA
626
Lebenthal Global Advisors
New York
– -$510K -9,974 Closed
MCM
627
Mattern Capital Management
Colorado
– -$425K -8,327 Closed
KP
628
Keel Point
Alabama
– -$378K -7,432 Closed
D
629
Dentgroup
Louisiana
– -$353K -6,901 Closed
EFG
630
Embree Financial Group
Illinois
– -$351K -6,862 Closed
VVP
631
Venture Visionary Partners
Ohio
– -$321K -6,275 Closed
RWM
632
Revisor Wealth Management
Ohio
– -$315K -6,169 Closed
IAIM
633
International Assets Investment Management
Florida
– -$308K -6,024 Closed
SW
634
SVB Wealth
Massachusetts
– -$283K -5,531 Closed
Bank Julius Baer & Co
635
Bank Julius Baer & Co
Switzerland
– -$307K -5,391 Closed
BWP
636
Balboa Wealth Partners
Arizona
– -$275K -5,377 Closed
FA
637
FSA Advisors
Michigan
– -$274K -5,373 Closed
SEP
638
Southland Equity Partners
Missouri
– -$256K -5,017 Closed
MC
639
Middleton & Co
Massachusetts
– -$255K -5,000 Closed
RA
640
Rockingstone Advisors
Massachusetts
– -$243K -4,755 Closed
RWM
641
RBA Wealth Management
California
– -$241K -4,714 Closed
MCM
642
MontVue Capital Management
Virginia
– -$236K -4,620 Closed
SWA
643
Stratos Wealth Advisors
Ohio
– -$228K -4,454 Closed
SPWM
644
Schrum Private Wealth Management
Florida
– -$222K -4,342 Closed
EIP
645
Ellis Investment Partners
Pennsylvania
– -$216K -4,219 Closed
ML
646
McAdam LLC
Pennsylvania
– -$206K -4,028 Closed
Invesco
647
Invesco
Georgia
– -$203K -3,981 Closed
BBHC
648
Brown Brothers Harriman & Co
New York
– -$153K -3,000 Closed
PFBT
649
Parkside Financial Bank & Trust
Missouri
– -$90.6K -1,774 Closed
BFA
650
BBJS Financial Advisors
Washington
– -$50.8K -994 Closed
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