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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
+$733M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$36.6M
3
Wells Fargo
Wells Fargo
California
+$23.9M
4
MC
McMorgan & Co
California
+$21.1M
5
NYLIM
New York Life Investment Management
New York
+$17.7M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$96.2M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$89.3M
3
BlackRock
BlackRock
New York
-$72.5M
4
Northern Trust
Northern Trust
Illinois
-$24M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$23.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
176
Arete Wealth Advisors
Illinois
$3.09M +$486K +9,561 +19%
PGAM
177
Princeton Global Asset Management
New Jersey
$3.04M +$40K +787 +1%
Baird Financial Group
178
Baird Financial Group
Wisconsin
$3M +$152K +2,981 +5%
HPM
179
Hudson Portfolio Management
New York
$2.99M -$34.9K -685 -1%
DL
180
DOHJ LLC
Washington
$2.94M -$319K -6,278 -10%
BCI
181
Blue Capital Inc
Nebraska
$2.8M +$2.8M +54,999 New
KPWS
182
Kestra Private Wealth Services
Texas
$2.78M +$228K +4,480 +9%
AAS
183
Avantax Advisory Services
Texas
$2.77M +$87.5K +1,719 +3%
NA
184
NewEdge Advisors
Louisiana
$2.76M -$861K -16,927 -24%
EIA
185
Eldridge Investment Advisors
New Hampshire
$2.75M +$49.5K +973 +2%
AWM
186
Axxcess Wealth Management
California
$2.75M +$65.6K +1,289 +2%
CAAS
187
Capital Asset Advisory Services
Michigan
$2.73M +$48.1K +944 +2%
WI
188
WrapManager Inc
California
$2.72M +$391K +7,689 +17%
GC
189
GFG Capital
Florida
$2.69M – – –
PAG
190
Private Advisory Group
Washington
$2.68M -$1.79M -35,271 -40%
TPBG
191
Turning Point Benefit Group
Maryland
$2.67M +$2.67M +52,436 New
LCWP
192
Legacy Capital Wealth Partners
Arkansas
$2.66M +$13K +255 +0.5%
GSEP
193
Golden State Equity Partners
California
$2.65M +$2M +39,252 +304%
FFA
194
Farther Finance Advisors
California
$2.58M +$161K +3,155 +7%
EGA
195
Eagle Global Advisors
Texas
$2.49M +$116K +2,280 +5%
ACI
196
Alpha Cubed Investments
California
$2.48M +$36.8K +724 +2%
BF
197
Baring Financial
Washington
$2.46M +$2.46M +48,353 New
SCA
198
Snowden Capital Advisors
New York
$2.45M +$18K +354 +0.7%
CFP
199
Cascade Financial Partners
California
$2.41M -$468K -9,196 -16%
ISWM
200
Independent Solutions Wealth Management
New York
$2.41M +$1.67M +32,734 +225%
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