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iShares Floating Rate Bond ETF

657 hedge funds and large institutions have $5.65B invested in iShares Floating Rate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 246 increasing their positions, 233 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 47

14% more funds holding in top 10

Funds holding in top 10: 3641 (+5)

6% more capital invested

Capital invested by funds: $5.35B → $5.65B (+$302M)

3% more funds holding

Funds holding: 638657 (+19)

1.61% more ownership

Funds ownership: 59.39%61% (+1.6%)

6% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 233

Holders
657
Holders Change
+19
Holders Change %
+2.98%
% of All Funds
8.09%
Holding in Top 10
41
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.89%
% of All Funds
0.51%
New
79
Increased
246
Reduced
233
Closed
47
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$445M -$6.12M -120,163 -1%
Morgan Stanley
2
Morgan Stanley
New York
$326M +$13.3M +261,878 +4%
Ameriprise
3
Ameriprise
Minnesota
$320M +$215M +4,215,550 +204%
Northern Trust
4
Northern Trust
Illinois
$279M +$1.13M +22,191 +0.4%
LPL Financial
5
LPL Financial
California
$229M +$16.6M +325,684 +8%
Wells Fargo
6
Wells Fargo
California
$177M +$11.3M +221,903 +7%
GT
7
Glenview Trust
Kentucky
$159M +$11M +216,519 +7%
NYLIM
8
New York Life Investment Management
New York
$155M -$4.47M -87,684 -3%
Franklin Resources
9
Franklin Resources
California
$154M -$1.66M -32,685 -1%
BlackRock
10
BlackRock
New York
$134M -$238K -4,673 -0.2%
UBS Group
11
UBS Group
Switzerland
$128M +$10.5M +206,680 +9%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$103M +$11.8M +230,814 +13%
AssetMark Inc
13
AssetMark Inc
California
$100M +$2.38M +46,823 +2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$89.8M -$12.6M -247,986 -12%
Raymond James Financial
15
Raymond James Financial
Florida
$81.7M +$15.9M +311,698 +24%
KAM
16
Kensington Asset Management
Texas
$77.7M +$22.1M +434,772 +40%
DC
17
Davenport & Co
Virginia
$75.5M +$1.45M +28,489 +2%
HIC
18
Hartline Investment Corp
Illinois
$71.7M -$518K -10,164 -0.7%
JP Morgan Chase
19
JP Morgan Chase
New York
$70.9M +$5.3M +103,989 +8%
FLPIM
20
F.L. Putnam Investment Management
Massachusetts
$65.5M -$22.4M -440,430 -26%
SPIA
21
Steward Partners Investment Advisory
New York
$56.5M +$210K +4,126 +0.4%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$55.3M +$702K +13,784 +1%
Truist Financial
23
Truist Financial
North Carolina
$51M -$674K -13,239 -1%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$50.9M -$13.1M -256,284 -20%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$47.8M +$47.8M +937,692 New