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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 %
NP
626
NorthRock Partners
Minnesota
$7.17K – – –
HWA
627
HHM Wealth Advisors
Tennessee
$6.11K – – –
HBW
628
Hazlett, Burt & Watson
West Virginia
$6K – – –
RIL
629
Rothschild Investment LLC
Illinois
$5.5K – – –
SIM
630
Synergy Investment Management
Florida
$5.39K +$5.39K +106 New
NEAM
631
New England Asset Management
Connecticut
$5.09K – – –
PCWA
632
Pacific Capital Wealth Advisors
California
$5.09K – – –
DWM
633
Darwin Wealth Management
Florida
$5.04K -$22.2K -436 -81%
SS
634
Sunbelt Securities
Texas
$4.99K – – –
CPG
635
Cornerstone Planning Group
New Jersey
$4.06K +$51 +1 +1%
PWA
636
Provenance Wealth Advisors
Florida
$4.02K – – –
C
637
Covestor
United Kingdom
$4K +$188 +4 +5%
PWM
638
Provident Wealth Management
Tennessee
$3.21K – – –
MEG
639
Millstone Evans Group
Colorado
$2.6K +$2.6K +51 New
Q1WB
640
Quest 10 Wealth Builders
Virginia
$2.35K +$2.35K +46 New
RAM
641
Riggs Asset Management
Pennsylvania
$2.24K – – –
ACA
642
American Capital Advisory
Idaho
$1.73K +$1.73K +34 New
RFS
643
Richardson Financial Services
Massachusetts
$1.27K -$3.16K -62 -71%
CIM
644
Contravisory Investment Management
Massachusetts
$1.27K – – –
KFI
645
Key Financial Inc
Pennsylvania
$967 – – –
WWA
646
Wingate Wealth Advisors
Massachusetts
$458 +$458 +9 New
IHWM
647
Iron Horse Wealth Management
Iowa
$257 – – –
GM
648
GeoWealth Management
Illinois
$254 – – –
BMC
649
Bear Mountain Capital
Washington
$204 – – –
SIS
650
Sound Income Strategies
Florida
$204 +$204 +4 New
24 25
26
27 28