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iShares Floating Rate Bond ETF

638 hedge funds and large institutions have $5.35B invested in iShares Floating Rate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 251 increasing their positions, 222 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 222

6% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 64

0.42% less ownership

Funds ownership: 59.8%59.39% (-0.42%)

1% less capital invested

Capital invested by funds: $5.39B → $5.35B (-$37.7M)

1% less funds holding

Funds holding: 645638 (-7)

5% less funds holding in top 10

Funds holding in top 10: 3836 (-2)

Holders
638
Holders Change
-7
Holders Change %
-1.09%
% of All Funds
7.76%
Holding in Top 10
36
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.26%
% of All Funds
0.44%
New
68
Increased
251
Reduced
222
Closed
64
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
XPN
226
XY Planning Network
Montana
$2.13M +$2.14M +41,926 New
IA
227
Integrity Alliance
Iowa
$2.09M +$2.09M +41,047 New
MIH
228
Meitav Investment House
Israel
$2.05M +$326K +6,398 +19%
CI
229
CacheTech Inc
Utah
$2.05M -$490K -9,616 -19%
NAM
230
Nutshell Asset Management
United Kingdom
$2.04M
BF
231
Bonfire Financial
Colorado
$2.03M -$61.7K -1,212 -3%
SW
232
SlateStone Wealth
Florida
$2.01M +$521K +10,230 +35%
Bank of New York Mellon
233
Bank of New York Mellon
New York
$2M +$281K +5,510 +16%
BHWM
234
Beaird Harris Wealth Management
Texas
$1.98M +$31.2K +612 +2%
BIA
235
Bigelow Investment Advisors
Maine
$1.97M +$3.36K +66 +0.2%
CA
236
Callahan Advisors
Texas
$1.96M +$306 +6 +0%
WFPG
237
Waller Financial Planning Group
Ohio
$1.96M +$82.3K +1,615 +4%
OPWM
238
Oxinas Partners Wealth Management
Indiana
$1.91M +$170K +3,332 +10%
TW
239
Tempo Wealth
Ohio
$1.89M +$1.9M +37,232 New
MA
240
Mutual Advisors
Nebraska
$1.89M +$168K +3,295 +10%
SI
241
Stirlingshire Investments
New York
$1.88M +$1.88M +36,926 New
Principal Financial Group
242
Principal Financial Group
Iowa
$1.87M -$185K -3,637 -9%
IAA
243
Independent Advisor Alliance
North Carolina
$1.87M -$97K -1,904 -5%
CFD
244
Creative Financial Designs
Indiana
$1.86M +$130K +2,554 +7%
AFP
245
Ausdal Financial Partners
Iowa
$1.86M +$218K +4,282 +13%
AI
246
Atria Investments
North Carolina
$1.86M -$369K -7,242 -17%
BFC
247
Blue Fin Capital
Rhode Island
$1.86M +$207K +4,063 +12%
PFPG
248
Pinnacle Financial Partners (Georgia)
Georgia
$1.86M +$1.86M +36,569 New
LIM
249
Leavell Investment Management
Alabama
$1.86M -$271K -5,326 -13%
IAIM
250
International Assets Investment Management
Florida
$1.85M +$751K +14,752 +68%