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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.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
-18
Holders Change %
-2.91%
% of All Funds
8.69%
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
1832 Asset Management
Ontario, Canada
$128M
2
Franklin Resources
Franklin Resources
California
$240M
3
US Bancorp
US Bancorp
Minnesota
$31.9M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$32.2M
5
HIC
Hartline Investment Corp
Illinois
$20.4M

Top Sellers

1
CA
Crane Advisory
California
$0
2
HSBC Holdings
HSBC Holdings
United Kingdom
$20.5M
3
AIA
Angeles Investment Advisors
California
$0
4
Northern Trust
Northern Trust
Illinois
$232M
5
NA
NewEdge Advisors
Louisiana
$3.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
126
Guidance Capital
Kentucky
$4.95M +$447K +8,782 +10%
WPC
127
White Pine Capital
Minnesota
$4.94M +$508K +9,955 +11%
AF
128
Allworth Financial
California
$4.87M -$665K -13,032 -12%
PIM
129
Penobscot Investment Management
Massachusetts
$4.83M +$210K +4,122 +5%
Envestnet Portfolio Solutions
130
Envestnet Portfolio Solutions
Illinois
$4.68M +$940K +18,419 +25%
SIA
131
Schechter Investment Advisors
Michigan
$4.67M +$213K +4,174 +5%
SIM
132
SSI Investment Management
California
$4.64M -$4.12M -80,745 -47%
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$4.64M -$2.84M -55,661 -38%
PAG
134
Private Advisory Group
Washington
$4.49M -$455K -8,908 -9%
SWA
135
Sax Wealth Advisors
New Jersey
$4.48M +$200K +3,918 +5%
AF
136
Advisornet Financial
Minnesota
$4.45M +$2.6K +51 +0.1%
EDRH
137
Edmond de Rothschild Holding
Switzerland
$4.37M +$4.37M +85,586 New
HH
138
Hilltop Holdings
Texas
$4.36M +$606K +11,866 +16%
CB
139
Cadence Bank
Mississippi
$4.28M +$340K +6,663 +9%
RIA
140
Regal Investment Advisors
Michigan
$4.25M +$159K +3,119 +4%
ASN
141
Advisory Services Network
Georgia
$4.24M – – –
WFS
142
Weitzel Financial Services
Iowa
$4.18M -$36.6K -721 -0.9%
UFA
143
US Financial Advisors
Massachusetts
$4.17M -$226K -4,435 -5%
IWS
144
Insight Wealth Strategies
California
$4.15M +$448K +8,774 +12%
AFG
145
Atomi Financial Group
New York
$4.13M +$237K +4,634 +6%
VWA
146
Visionary Wealth Advisors
Illinois
$4.03M -$84.5K -1,655 -2%
RJA
147
Raymond James & Associates
Florida
$4M -$12.1M -237,260 -75%
CIC
148
Canal Insurance Company
South Carolina
$3.98M – – –
WS
149
Wedbush Securities
California
$3.97M +$3.97M +77,699 New
GJIA
150
Glass Jacobson Investment Advisors
Maryland
$3.96M +$132K +2,592 +3%
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