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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 %
ACM
201
AlphaStar Capital Management
North Carolina
$2.4M +$520K +10,229 +28%
KWM
202
Kingsview Wealth Management
Oregon
$2.4M +$858K +16,856 +56%
PA
203
PFG Advisors
Arizona
$2.39M +$65.4K +1,285 +3%
BCM
204
Brookstone Capital Management
Illinois
$2.36M -$43K -845 -2%
LIM
205
Leavell Investment Management
Alabama
$2.34M +$518K +10,176 +28%
SFS
206
Sowell Financial Services
Arkansas
$2.34M +$393K +7,732 +20%
BF
207
Bonfire Financial
Colorado
$2.32M +$2.32M +45,551 New
GWANC
208
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.31M +$155K +3,039 +7%
OP
209
ORG Partners
Indiana
$2.3M -$19.5K -383 -0.8%
TFA
210
Transamerica Financial Advisors
Florida
$2.29M -$19K -373 -0.8%
RFC
211
Regions Financial Corp
Alabama
$2.29M +$69.5K +1,366 +3%
DADC
212
D.A. Davidson & Co
Montana
$2.27M -$93.4K -1,835 -4%
BMCM
213
Bryn Mawr Capital Management
Pennsylvania
$2.26M -$966K -18,983 -30%
DWP
214
Destiny Wealth Partners
Florida
$2.26M +$151K +2,965 +7%
PAS
215
Park Avenue Securities
New York
$2.2M +$425K +8,349 +24%
CAM
216
Cresset Asset Management
Illinois
$2.18M +$30K +589 +1%
BIA
217
Bigelow Investment Advisors
Maine
$2.16M -$137K -2,685 -6%
GRP
218
Global Retirement Partners
California
$2.1M +$179K +3,524 +9%
WB
219
Webster Bank
Connecticut
$2.09M +$1.3M +25,598 +166%
CCP
220
Cunning Capital Partners
North Carolina
$2.09M +$407K +8,000 +24%
GKWIM
221
Gerber Kawasaki Wealth & Investment Management
California
$2.08M -$159K -3,131 -7%
CPBTD
222
Central Pacific Bank - Trust Division
Hawaii
$2.08M -$1.39M -27,402 -40%
EDRH
223
Edmond de Rothschild Holding
Switzerland
$2.06M -$2.29M -45,080 -53%
WFPG
224
Waller Financial Planning Group
Ohio
$2.05M -$53.9K -1,059 -3%
AWA
225
Arkadios Wealth Advisors
Georgia
$2.04M -$242K -4,755 -11%
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