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iShares Floating Rate Bond ETF

645 hedge funds and large institutions have $5.39B invested in iShares Floating Rate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 237 increasing their positions, 257 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more funds holding in top 10

Funds holding in top 10: 3738 (+1)

1% more capital invested

Capital invested by funds: $5.35B → $5.39B (+$39.8M)

0.09% more ownership

Funds ownership: 59.72%59.8% (+0.09%)

8% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 257

4% less funds holding

Funds holding: 675645 (-30)

25% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 71

Holders
645
Holders Change
-30
Holders Change %
-4.44%
% of All Funds
8.47%
Holding in Top 10
38
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.7%
% of All Funds
0.5%
New
53
Increased
237
Reduced
257
Closed
71
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BF
226
Bonfire Financial
Colorado
$2.1M -$107K -2,096 -5%
Principal Financial Group
227
Principal Financial Group
Iowa
$2.07M +$920K +18,050 +81%
PCM
228
Prelude Capital Management
New York
$2.04M +$384K +7,530 +23%
NAM
229
Nutshell Asset Management
United Kingdom
$2.04M +$867K +17,000 +74%
AWM
230
Adams Wealth Management
Utah
$2.03M -$1.03M -20,238 -34%
CFP
231
Cascade Financial Partners
California
$2M -$101K -1,973 -5%
FAT
232
First American Trust
California
$2M +$39.8K +781 +2%
GKWIM
233
Gerber Kawasaki Wealth & Investment Management
California
$1.98M -$1.11M -21,752 -36%
AIM
234
Advyzon Investment Management
Illinois
$1.98M +$607K +11,914 +44%
BIA
235
Bigelow Investment Advisors
Maine
$1.98M -$69.9K -1,372 -3%
GRP
236
Global Retirement Partners
California
$1.98M -$142K -2,777 -7%
DAS
237
Dynamic Advisor Solutions
Arizona
$1.98M +$6.53K +128 +0.3%
IAA
238
Independent Advisor Alliance
North Carolina
$1.98M +$64.9K +1,273 +3%
CA
239
Callahan Advisors
Texas
$1.97M +$269K +5,270 +16%
BHWM
240
Beaird Harris Wealth Management
Texas
$1.95M +$23.9K +469 +1%
BWS
241
Buck Wealth Strategies
Colorado
$1.95M +$510 +10 +0%
EGA
242
Eagle Global Advisors
Texas
$1.91M -$227K -4,445 -11%
SFS
243
Sowell Financial Services
Arkansas
$1.89M -$1.65M -32,294 -47%
CAG
244
Crestwood Advisors Group
Massachusetts
$1.89M +$1.89M +37,010 New
WFPG
245
Waller Financial Planning Group
Ohio
$1.89M -$52K -1,020 -3%
TPWA
246
TRUE Private Wealth Advisors
Oregon
$1.85M -$1.05M -20,538 -36%
OWA
247
Outlook Wealth Advisors
Texas
$1.82M -$33.5K -658 -2%
WB
248
Webster Bank
Connecticut
$1.79M +$44.3K +870 +3%
CBT
249
Crews Bank & Trust
Florida
$1.77M +$17.8K +350 +1%
OPWM
250
Oxinas Partners Wealth Management
Indiana
$1.74M -$30.3K -595 -2%