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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 %
BCI
201
Brinker Capital Investments
Pennsylvania
$2.17M +$176K +3,453 +9%
OPS
202
Orion Portfolio Solutions
Nebraska
$2.17M +$176K +3,453 +9%
CAM
203
Cresset Asset Management
Illinois
$2.16M +$24.3K +476 +1%
DWP
204
Destiny Wealth Partners
Florida
$2.11M -$32.7K -640 -2%
WFPG
205
Waller Financial Planning Group
Ohio
$2.11M -$20K -392 -0.9%
VRM
206
Vectors Research Management
New York
$2.08M -$85.8K -1,681 -4%
RFN
207
RDA Financial Network
Iowa
$2.07M +$150K +2,945 +8%
WAM
208
WealthTrust Asset Management
Florida
$2.06M -$436K -8,543 -17%
DCM
209
Donaldson Capital Management
Indiana
$1.98M -$10.1K -198 -0.5%
TC
210
Toews Corporation
New Jersey
$1.96M -$4.03M -78,900 -67%
ES
211
ETF Store
Kansas
$1.96M -$132K -2,594 -6%
SFS
212
Sowell Financial Services
Arkansas
$1.95M +$1.26M +24,676 +183%
ARC
213
Advisor Resource Council
Texas
$1.94M +$852K +16,698 +78%
GRP
214
Global Retirement Partners
California
$1.93M -$24.7K -484 -1%
RA
215
RiverTree Advisors
Florida
$1.92M -$6.69K -131 -0.3%
FAT
216
First American Trust
California
$1.92M -$5.81M -113,740 -75%
RC
217
Roundview Capital
New Jersey
$1.9M -$33.2K -651 -2%
ACM
218
AlphaStar Capital Management
North Carolina
$1.89M -$761K -14,903 -29%
FWA
219
FOCUS Wealth Advisors
Texas
$1.87M -$28.4K -557 -1%
BHWM
220
Beaird Harris Wealth Management
Texas
$1.86M +$1.86M +36,362 New
BA
221
Bluesphere Advisors
Pennsylvania
$1.83M -$183K -3,588 -9%
CA
222
Clearstead Advisors
Ohio
$1.83M -$928K -18,186 -34%
LIM
223
Leavell Investment Management
Alabama
$1.82M -$178K -3,495 -9%
OCM
224
One Capital Management
California
$1.82M -$35.2K -690 -2%
AI
225
Arvest Investments
Arkansas
$1.81M +$1.81M +35,449 New
7 8
9
10 11