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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.

Holders
601
Holders Change
-18
Holders Change %
-2.91%
% of All Funds
8.7%
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
1
1832 Asset Management
Ontario, Canada
$128M
2
Franklin Resources
2
Franklin Resources
California
$240M
3
US Bancorp
3
US Bancorp
Minnesota
$31.9M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$32.2M
5
HIC
5
Hartline Investment Corp
Illinois
$20.4M

Top Sellers

1
CA
1
Crane Advisory
California
$0
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$20.5M
3
AIA
3
Angeles Investment Advisors
California
$0
4
Northern Trust
4
Northern Trust
Illinois
$232M
5
NA
5
NewEdge Advisors
Louisiana
$3.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
76
Probity Advisors
Texas
$9.84M -$1.29M -25,356 -12%
CC
77
Courier Capital
New York
$9.7M -$177K -3,461 -2%
CCP
78
Carmel Capital Partners
California
$9.64M +$1.15M +22,477 +14%
CW
79
CreativeOne Wealth
Kansas
$9.63M +$2M +39,178 +26%
CRWM
80
Castle Rock Wealth Management
California
$9.07M +$711K +13,975 +9%
UCFA
81
United Capital Financial Advisors
Texas
$9.04M -$751K -14,723 -8%
Jane Street
82
Jane Street
New York
$8.72M +$7.3M +142,943 +512%
AWM
83
Avior Wealth Management
Nebraska
$8.62M -$119K -2,340 -1%
WCM
84
Windsor Capital Management
Arizona
$8.61M +$206K +4,039 +2%
WMG
85
WESCAP Management Group
California
$8.6M -$208K -4,080 -2%
Citigroup
86
Citigroup
New York
$8.39M +$15.7K +308 +0.2%
JIR
87
James Investment Research
Ohio
$7.97M -$429K -8,414 -5%
PCM
88
Piedmont Capital Management
Montana
$7.83M +$378K +7,429 +5%
SPP
89
Single Point Partners
Massachusetts
$7.6M +$517K +10,126 +7%
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$7.57M -$1.78M -34,942 -19%
HVIA
91
Hudson Valley Investment Advisors
New York
$7.33M +$203K +3,979 +3%
PFWA
92
Paces Ferry Wealth Advisors
Georgia
$7.33M +$421K +8,255 +6%
HFS
93
Hoge Financial Services
Pennsylvania
$7.27M +$96.1K +1,883 +1%
GWM
94
GSB Wealth Management
Connecticut
$7.26M -$531K -10,398 -7%
RWP
95
RWA Wealth Partners
Massachusetts
$7.23M -$1.74M -34,066 -19%
PGFC
96
Peapack-Gladstone Financial Corp
New Jersey
$7.23M -$414K -8,115 -5%
RSS
97
Rosenblum Silverman Sutton
California
$7M -$695K -13,610 -9%
Natixis Advisors
98
Natixis Advisors
Massachusetts
$6.98M +$316K +6,194 +5%
OC
99
Oppenheimer & Co
New York
$6.97M +$285K +5,577 +4%
OPPS
100
Obsidian Personal Planning Solutions
Maryland
$6.95M +$762K +14,937 +12%
2 3
4
5 6