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iShares Floating Rate Bond ETF
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Overview Fund Activity

648 hedge funds and large institutions have $6.21B invested in iShares Floating Rate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 319 increasing their positions, 188 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
-4
Holders Change %
-0.61%
% of All Funds
8.8%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
0.52%
New
59
Increased
319
Reduced
188
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$78.4M
2
Bank of America
Bank of America
North Carolina
+$49.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$44.5M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$43.5M
5
VCA
Verdence Capital Advisors
Maryland
+$36.9M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$219M
2
MC
McMorgan & Co
California
-$22.1M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$17.5M
4
RWM
Rezny Wealth Management
Florida
-$13.7M
5
WWM
Whalen Wealth Management
Nevada
-$7.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
226
Snowden Capital Advisors
New York
$2.38M -$77.4K -1,516 -3%
ACI
227
Alpha Cubed Investments
California
$2.37M -$119K -2,323 -5%
AWA
228
Arkadios Wealth Advisors
Georgia
$2.36M +$311K +6,086 +15%
GWANC
229
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.36M +$37.8K +741 +2%
CFP
230
Cascade Financial Partners
California
$2.34M -$80.1K -1,569 -3%
LA
231
LexAurum Advisors
Kansas
$2.27M +$1.86M +36,504 +458%
OP
232
ORG Partners
Indiana
$2.27M -$31.1K -612 -1%
BF
233
Bonfire Financial
Colorado
$2.26M -$69.9K -1,370 -3%
NP
234
Nilsine Partners
Colorado
$2.24M +$1.71M +33,506 +322%
NA
235
NewEdge Advisors
Louisiana
$2.21M -$557K -10,915 -20%
CAM
236
Cresset Asset Management
Illinois
$2.2M +$12.9K +252 +0.6%
EGA
237
Eagle Global Advisors
Texas
$2.2M -$300K -5,870 -12%
WB
238
Webster Bank
Connecticut
$2.2M +$102K +2,000 +5%
AI
239
Arvest Investments
Arkansas
$2.17M +$260K +5,088 +14%
Jones Financial Companies
240
Jones Financial Companies
Missouri
$2.12M +$1.14M +22,392 +116%
BIA
241
Bigelow Investment Advisors
Maine
$2.1M -$66.1K -1,295 -3%
RA
242
RiverTree Advisors
Florida
$2.06M +$2.06M +40,312 New
WFPG
243
Waller Financial Planning Group
Ohio
$2.02M -$41.8K -818 -2%
LSA
244
Lion Street Advisors
Texas
$2.01M +$2.01M +39,306 New
SWM
245
Sagace Wealth Management
Florida
$2M – – –
IWN
246
Independent Wealth Network
Iowa
$1.97M +$842K +16,489 +74%
BIG
247
Brookwood Investment Group
Arizona
$1.95M +$1.95M +38,193 New
Baird Financial Group
248
Baird Financial Group
Wisconsin
$1.94M -$1.07M -21,008 -36%
OCM
249
One Capital Management
California
$1.93M +$116K +2,273 +6%
CPBTD
250
Central Pacific Bank - Trust Division
Hawaii
$1.92M -$166K -3,242 -8%
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