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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.

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
1
Demars Financial Group
Washington
$748M
2
Raymond James Financial
2
Raymond James Financial
Florida
$43.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$72M
4
Wells Fargo
4
Wells Fargo
California
$135M
5
MC
5
McMorgan & Co
California
$35.6M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$144M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$38.2M
3
BlackRock
3
BlackRock
New York
$160M
4
Northern Trust
4
Northern Trust
Illinois
$208M
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$219M
Name Market Value Shares Shares
Change 		Shares
Change %
DFG
1
Demars Financial Group
Washington
$748M 38,039,428 +37,296,320 +5,019%
Bank of America
2
Bank of America
North Carolina
$401M 7,888,150 +295,184 +4%
Morgan Stanley
3
Morgan Stanley
New York
$244M 4,799,733 +325,339 +7%
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$219M 4,313 -460 -10%
Northern Trust
5
Northern Trust
Illinois
$208M 4,083,058 -471,012 -10%
LPL Financial
6
LPL Financial
California
$181M 3,555,532 +149,228 +4%
BlackRock
7
BlackRock
New York
$160M 3,149,954 -1,424,445 -31%
NYLIM
8
New York Life Investment Management
New York
$155M 3,055,129 +347,836 +13%
Franklin Resources
9
Franklin Resources
California
$144M 2,832,999 -1,890,570 -40%
Wells Fargo
10
Wells Fargo
California
$135M 2,658,917 +470,630 +22%
UBS Group
11
UBS Group
Switzerland
$128M 2,511,858 -23,017 -0.9%
GT
12
Glenview Trust
Kentucky
$124M 2,431,678 +123,112 +5%
AssetMark Inc
13
AssetMark Inc
California
$99.1M 1,948,387 -302,913 -13%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$97.7M 1,920,971 -286,222 -13%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$95.6M 1,877,960 +70,275 +4%
Renaissance Technologies
16
Renaissance Technologies
New York
$89.1M 1,751,300 +113,600 +7%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$75.3M 1,479,443 -34,371 -2%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$72M 1,414,905 +719,584 +103%
DC
19
Davenport & Co
Virginia
$65.4M 1,284,553 +172,943 +16%
FLPIM
20
F.L. Putnam Investment Management
Massachusetts
$58.4M 1,148,745 +65,134 +6%
Ameriprise
21
Ameriprise
Minnesota
$54.6M 1,073,049 +79,669 +8%
HTC
22
Haverford Trust Company
Pennsylvania
$52.7M 1,036,595 -131,272 -11%
Truist Financial
23
Truist Financial
North Carolina
$52.4M 1,030,346 +148,673 +17%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$51M 1,002,596 +151,450 +18%
B
25
Barings
North Carolina
$44.3M 870,000 – –
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