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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 %
SA
151
Scarborough Advisors
Maryland
$3.94M +$73K +1,430 +2%
EWA
152
EverSource Wealth Advisors
Alabama
$3.86M +$242K +4,744 +7%
Creative Planning
153
Creative Planning
Kansas
$3.77M -$361K -7,075 -9%
DWG
154
Darden Wealth Group
Michigan
$3.73M +$193K +3,784 +5%
NA
155
NewEdge Advisors
Louisiana
$3.63M -$31.2M -611,939 -90%
CPBTD
156
Central Pacific Bank - Trust Division
Hawaii
$3.48M -$1.96M -38,459 -36%
MOS
157
MGO One Seven
Ohio
$3.39M -$164K -3,221 -5%
LG
158
LaFleur & Godfrey
Michigan
$3.36M -$15.3K -300 -0.5%
VFO
159
Virtus Family Office
Texas
$3.28M +$165K +3,238 +5%
DL
160
DOHJ LLC
Washington
$3.26M -$112K -2,207 -3%
BMCM
161
Bryn Mawr Capital Management
Pennsylvania
$3.24M +$5.87K +115 +0.2%
BFG
162
Bleakley Financial Group
New Jersey
$3.1M +$3.1M +60,811 New
SRWM
163
Shira Ridge Wealth Management
California
$3.05M -$953K -18,665 -24%
HPM
164
Hudson Portfolio Management
New York
$3.03M +$3.03M +59,386 New
PGAM
165
Princeton Global Asset Management
New Jersey
$3.01M -$15K -294 -0.5%
Bank of Montreal
166
Bank of Montreal
Ontario, Canada
$2.9M +$583K +11,426 +25%
CFP
167
Cascade Financial Partners
California
$2.89M -$45.9K -900 -2%
Baird Financial Group
168
Baird Financial Group
Wisconsin
$2.85M -$511K -10,019 -15%
EMAM
169
Encompass More Asset Management
California
$2.81M +$2.81M +55,113 New
EIA
170
Eldridge Investment Advisors
New Hampshire
$2.71M +$40.1K +786 +2%
GC
171
GFG Capital
Florida
$2.7M +$2.7M +52,835 New
AAS
172
Avantax Advisory Services
Texas
$2.7M -$104K -2,032 -4%
AWM
173
Axxcess Wealth Management
California
$2.69M -$208K -4,079 -7%
CAAS
174
Capital Asset Advisory Services
Michigan
$2.68M -$207K -4,074 -7%
LCWP
175
Legacy Capital Wealth Partners
Arkansas
$2.65M -$912K -17,864 -26%
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