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iShares Floating Rate Bond ETF
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Overview Fund Activity

662 hedge funds and large institutions have $5.3B invested in iShares Floating Rate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 233 increasing their positions, 260 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
+13
Holders Change %
+2%
% of All Funds
8.88%
Holding in Top 10
36
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.26%
% of All Funds
0.48%
New
73
Increased
233
Reduced
260
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QC
Quadrature Capital
United Kingdom
$33.4M
2
WAM
WNY Asset Management
New York
$25.8M
3
TNBTD
Trustmark National Bank Trust Department
Mississippi
$34.1M
4
LPL Financial
LPL Financial
California
$235M
5
Franklin Resources
Franklin Resources
California
$164M

Top Sellers

1
DFG
Demars Financial Group
Washington
$39M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
3
TPWA
TRUE Private Wealth Advisors
Oregon
$2.89M
4
Renaissance Technologies
Renaissance Technologies
New York
$70.3M
5
NYLIM
New York Life Investment Management
New York
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
226
Bank of New York Mellon
New York
$2.26M -$667K -13,071 -23%
CAM
227
Cresset Asset Management
Illinois
$2.22M +$20.8K +407 +0.9%
BF
228
Bonfire Financial
Colorado
$2.21M -$47.6K -933 -2%
CCP
229
Cunning Capital Partners
North Carolina
$2.19M -$357K -7,000 -14%
LIM
230
Leavell Investment Management
Alabama
$2.15M -$292K -5,714 -12%
EGA
231
Eagle Global Advisors
Texas
$2.13M -$64.3K -1,260 -3%
Mercer Global Advisors
232
Mercer Global Advisors
Colorado
$2.13M -$1.14M -22,332 -35%
GRP
233
Global Retirement Partners
California
$2.12M +$2.12M +41,467 New
CFP
234
Cascade Financial Partners
California
$2.1M -$238K -4,660 -10%
CA
235
CoreCap Advisors
Michigan
$2.06M -$1.16M -22,820 -36%
FMTCOCP
236
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.06M +$1.43M +27,967 +226%
EWM
237
Elmwood Wealth Management
California
$2.05M +$197K +3,865 +11%
BIA
238
Bigelow Investment Advisors
Maine
$2.04M -$52.1K -1,022 -2%
CCM
239
Crabel Capital Management
California
$2.02M +$1.02M +19,903 +101%
SA
240
Sovran Advisors
California
$1.99M +$1.13M +22,258 +132%
DAS
241
Dynamic Advisor Solutions
Arizona
$1.97M +$1.52M +29,787 +340%
FAT
242
First American Trust
California
$1.95M +$124K +2,428 +7%
BWS
243
Buck Wealth Strategies
Colorado
$1.95M +$670K +13,133 +53%
WFPG
244
Waller Financial Planning Group
Ohio
$1.94M -$79.3K -1,554 -4%
IWN
245
Independent Wealth Network
Iowa
$1.93M -$40.9K -802 -2%
BHWM
246
Beaird Harris Wealth Management
Texas
$1.93M +$23.8K +466 +1%
IAA
247
Independent Advisor Alliance
North Carolina
$1.91M +$1.91M +37,390 New
LSA
248
Lion Street Advisors
Texas
$1.88M -$121K -2,367 -6%
OWA
249
Outlook Wealth Advisors
Texas
$1.86M -$14.2K -278 -0.8%
OCM
250
One Capital Management
California
$1.85M -$79.6K -1,561 -4%
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