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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
1
Demars Financial Group
Washington
$748M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$72M
3
Wells Fargo
3
Wells Fargo
California
$135M
4
MC
4
McMorgan & Co
California
$35.6M
5
NYLIM
5
New York Life Investment Management
New York
$155M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$144M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$38.2M
3
BlackRock
3
BlackRock
New York
$160M
4
Northern Trust
4
Northern Trust
Illinois
$208M
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
51
LJI Wealth Management
Indiana
$17.1M -$204K -4,001 -1%
OIA
52
OneDigital Investment Advisors
Kansas
$15.5M -$697K -13,694 -4%
OAM
53
Occidental Asset Management
California
$14.5M +$1.6M +31,521 +12%
US Bancorp
54
US Bancorp
Minnesota
$14.3M -$17.5M -344,591 -55%
CMS
55
Capital Market Strategies
Florida
$14M +$2.16M +42,534 +18%
RWM
56
Rezny Wealth Management
Florida
$13.7M -$484K -9,505 -3%
GC
57
Guggenheim Capital
Illinois
$13.7M +$2.18M +42,866 +19%
BBVA
58
Banco Bilbao Vizcaya Argentaria
Spain
$13.5M +$1.25M +24,488 +10%
CWA
59
Cascade Wealth Advisors
Washington
$13.1M +$1.55M +30,544 +13%
TNBTD
60
Trustmark National Bank Trust Department
Mississippi
$12.9M -$20.9M -410,426 -62%
MA
61
Mutual Advisors
Nebraska
$12.7M +$11.4M +224,329 +881%
RA
62
RFG Advisory
Alabama
$12.7M +$2.55M +50,112 +25%
AWMG
63
Alliance Wealth Management Group
New Jersey
$12.6M +$368K +7,224 +3%
SPC
64
Sigma Planning Corp
Michigan
$12.5M -$2.61M -51,359 -17%
CTA
65
Colonial Trust Advisors
South Carolina
$12.4M +$254K +4,992 +2%
CCP
66
Carmel Capital Partners
California
$12.3M +$2.73M +53,674 +28%
SFA
67
Semmax Financial Advisors
North Carolina
$11.8M -$958K -18,790 -7%
PCP
68
Proficio Capital Partners
Massachusetts
$11.6M +$1.06M +20,780 +10%
IFS
69
Ifrah Financial Services
Arkansas
$11.1M +$223K +4,390 +2%
SC
70
Scotia Capital
Ontario, Canada
$11M -$824K -16,195 -7%
Betterment LLC
71
Betterment LLC
New York
$11M -$2.11M -41,414 -16%
BFG
72
Beacon Financial Group
Texas
$11M -$1.05M -20,544 -9%
AWM
73
Avior Wealth Management
Nebraska
$10.5M +$1.87M +36,819 +22%
IWC
74
Integrated Wealth Concepts
Massachusetts
$10.3M -$1.4M -27,483 -12%
CSP
75
Cary Street Partners
Virginia
$10.2M +$10.2M +199,746 New
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