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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.

New
Increased
Maintained
Reduced
Closed
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
Demars Financial Group
Washington
$748M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$72M
3
Wells Fargo
Wells Fargo
California
$135M
4
MC
McMorgan & Co
California
$35.6M
5
NYLIM
New York Life Investment Management
New York
$155M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$144M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$38.2M
3
BlackRock
BlackRock
New York
$160M
4
Northern Trust
Northern Trust
Illinois
$208M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
151
WealthTrust Asset Management
Florida
$4.27M +$2.21M +43,441 +108%
EWA
152
EverSource Wealth Advisors
Alabama
$4.26M +$418K +8,208 +11%
AF
153
Allworth Financial
California
$4.25M -$610K -11,960 -13%
FSA
154
Financial Sense Advisors
California
$4.22M +$4.22M +82,886 New
SA
155
Scarborough Advisors
Maryland
$4.18M +$261K +5,125 +7%
SCTC
156
Sanibel Captiva Trust Company
Florida
$4.18M +$4.18M +82,153 New
WFS
157
Weitzel Financial Services
Iowa
$4.15M -$41.4K -813 -1%
IWS
158
Insight Wealth Strategies
California
$4.1M -$37.1K -730 -0.9%
AF
159
Advisornet Financial
Minnesota
$3.99M -$449K -8,822 -10%
BS
160
Banco Santander
Spain
$3.99M -$1.53M -30,084 -28%
WS
161
Wedbush Securities
California
$3.98M +$28.9K +569 +0.7%
GJIA
162
Glass Jacobson Investment Advisors
Maryland
$3.95M -$204 -4 -0%
SWA
163
Sax Wealth Advisors
New Jersey
$3.89M -$574K -11,282 -13%
WPC
164
White Pine Capital
Minnesota
$3.78M -$1.15M -22,617 -23%
DWG
165
Darden Wealth Group
Michigan
$3.71M -$12.9K -254 -0.3%
SRWM
166
Shira Ridge Wealth Management
California
$3.61M +$567K +11,153 +19%
Creative Planning
167
Creative Planning
Kansas
$3.6M -$156K -3,070 -4%
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$3.52M -$1.11M -21,727 -24%
IAA
169
Independent Advisor Alliance
North Carolina
$3.46M +$3.46M +67,930 New
VFO
170
Virtus Family Office
Texas
$3.3M +$37K +728 +1%
Janney Montgomery Scott
171
Janney Montgomery Scott
Pennsylvania
$3.29M -$8.11M -159,373 -71%
MOS
172
MGO One Seven
Ohio
$3.23M -$149K -2,922 -4%
CI
173
CacheTech Inc
Utah
$3.23M +$2.29M +44,971 +244%
AWM
174
Adams Wealth Management
Utah
$3.23M +$2.29M +44,971 +244%
BFG
175
Bleakley Financial Group
New Jersey
$3.2M +$107K +2,097 +3%
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