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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.

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 %
National Bank of Canada
76
National Bank of Canada
Quebec, Canada
$10.1M +$10.1M +198,137 +51,598%
LG
77
LaFleur & Godfrey
Michigan
$10M +$6.67M +131,093 +199%
CW
78
CreativeOne Wealth
Kansas
$9.16M -$433K -8,507 -5%
CRWM
79
Castle Rock Wealth Management
California
$9.11M +$25.6K +502 +0.3%
AWM
80
Apollon Wealth Management
South Carolina
$9.01M +$8.04M +158,038 +826%
NAM
81
Nutshell Asset Management
United Kingdom
$8.94M +$8.94M +175,711 New
SC
82
Sierra Capital
Florida
$8.84M +$3.54M +69,599 +67%
CIBC World Market
83
CIBC World Market
Ontario, Canada
$8.71M +$3.76M +73,910 +76%
WCM
84
Windsor Capital Management
Arizona
$8.47M -$114K -2,249 -1%
WMG
85
WESCAP Management Group
California
$8.31M -$265K -5,208 -3%
EH
86
Equitable Holdings
New York
$8.21M +$1.88M +37,006 +30%
PCM
87
Piedmont Capital Management
Montana
$8.09M +$269K +5,295 +3%
CC
88
Courier Capital
New York
$8.06M -$1.61M -31,645 -17%
BWM
89
Buska Wealth Management
Wisconsin
$8M +$1.8M +35,379 +29%
UCFA
90
United Capital Financial Advisors
Texas
$8M -$1.02M -19,965 -11%
SPP
91
Single Point Partners
Massachusetts
$7.92M +$344K +6,766 +5%
WWM
92
Whalen Wealth Management
Nevada
$7.79M +$7.79M +153,187 New
PA
93
Probity Advisors
Texas
$7.78M -$2.02M -39,798 -21%
JIR
94
James Investment Research
Ohio
$7.71M -$233K -4,578 -3%
GWM
95
GSB Wealth Management
Connecticut
$7.67M +$434K +8,525 +6%
KAS
96
Kestra Advisory Services
Texas
$7.64M +$1.57M +30,950 +26%
HFS
97
Hoge Financial Services
Pennsylvania
$7.61M +$367K +7,209 +5%
PA
98
Perennial Advisors
New York
$7.46M +$7.46M +146,627 New
HVIA
99
Hudson Valley Investment Advisors
New York
$7.43M +$116K +2,289 +2%
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$7.33M -$217K -4,267 -3%
2 3
4
5 6