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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 %
CTA
101
Chesley Taft & Associates
Illinois
$7.31M +$965K +18,975 +15%
OPPS
102
Obsidian Personal Planning Solutions
Maryland
$7.31M +$355K +6,955 +5%
MWM
103
Moulton Wealth Management
Washington
$7.05M +$7.05M +138,651 New
PGFC
104
Peapack-Gladstone Financial Corp
New Jersey
$7.03M -$168K -3,305 -2%
RSS
105
Rosenblum Silverman Sutton
California
$6.92M -$56.2K -1,105 -0.8%
KNW
106
Kesler Norman & Wride
Utah
$6.72M +$613K +12,042 +10%
OC
107
Oppenheimer & Co
New York
$6.61M -$346K -6,800 -5%
SPIA
108
Steward Partners Investment Advisory
New York
$6.58M +$187K +3,682 +3%
RWP
109
RWA Wealth Partners
Massachusetts
$6.58M -$625K -12,288 -9%
FAIM
110
Financial Advocates Investment Management
Washington
$6.51M +$5.07M +99,604 +352%
Natixis Advisors
111
Natixis Advisors
Massachusetts
$6.42M -$533K -10,468 -8%
PAG
112
Private Advisor Group
New Jersey
$6.41M +$9.41K +185 +0.1%
TF
113
Trek Financial
Arizona
$6.39M +$3.87M +75,992 +153%
CCG
114
Chatham Capital Group
Georgia
$6.39M -$183K -3,600 -3%
PFWA
115
Paces Ferry Wealth Advisors
Georgia
$6.36M -$948K -18,636 -13%
Corient Private Wealth
116
Corient Private Wealth
Florida
$6.3M +$6.3M +122,912 New
BNP Paribas Financial Markets
117
BNP Paribas Financial Markets
France
$6.28M -$5.26M -103,372 -46%
CAGAS
118
Capital Advisory Group Advisory Services
Minnesota
$5.98M -$8.55K -168 -0.1%
FC
119
FCA Corp
Texas
$5.95M +$61.5K +1,209 +1%
SA
120
Sanctuary Advisors
Indiana
$5.93M +$635K +12,431 +12%
CB
121
Cadence Bank
Mississippi
$5.93M +$1.66M +32,598 +39%
Citigroup
122
Citigroup
New York
$5.88M -$2.49M -48,843 -30%
PIM
123
Penobscot Investment Management
Massachusetts
$5.85M +$1.03M +20,331 +21%
CM
124
Columbus Macro
Pennsylvania
$5.79M +$5.79M +113,881 New
PCM
125
Parsons Capital Management
Rhode Island
$5.77M +$4.82M +94,746 +508%
3 4
5
6 7