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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 %
OPWM
251
Oxinas Partners Wealth Management
Indiana
$1.77M -$1.97M -38,537 -53%
AI
252
Atria Investments
North Carolina
$1.77M +$262K +5,139 +17%
HSBC Holdings
253
HSBC Holdings
United Kingdom
$1.76M -$3.83K -75 -0.2%
CBT
254
Crews Bank & Trust
Florida
$1.75M +$852K +16,700 +95%
WB
255
Webster Bank
Connecticut
$1.74M -$455K -8,911 -21%
RA
256
RiverTree Advisors
Florida
$1.73M -$327K -6,400 -16%
TF
257
Trek Financial
Arizona
$1.73M +$773K +15,146 +81%
DCM
258
Donaldson Capital Management
Indiana
$1.7M – – –
CA
259
Callahan Advisors
Texas
$1.7M +$244K +4,781 +17%
NRI
260
NFP Retirement Inc
California
$1.68M +$1.68M +32,927 New
PCM
261
Prelude Capital Management
New York
$1.66M +$1.66M +32,496 New
DFA
262
DHK Financial Advisors
New Hampshire
$1.65M +$20.4K +399 +1%
Baird Financial Group
263
Baird Financial Group
Wisconsin
$1.62M -$310K -6,085 -16%
BMCM
264
Bryn Mawr Capital Management
Pennsylvania
$1.62M -$198K -3,889 -11%
CAG
265
Csenge Advisory Group
Florida
$1.59M -$10.1K -198 -0.6%
FT
266
Fiduciary Trust
Massachusetts
$1.56M – – –
RC
267
Roundview Capital
New Jersey
$1.55M -$185K -3,624 -11%
BFC
268
Blue Fin Capital
Rhode Island
$1.55M +$1.55M +30,320 New
MIH
269
Meitav Investment House
Israel
$1.54M +$1.07M +20,920 +227%
Wealth Enhancement Advisory Services
270
Wealth Enhancement Advisory Services
Minnesota
$1.51M -$47.4K -932 -3%
NA
271
NewEdge Advisors
Louisiana
$1.5M -$708K -13,882 -32%
VA
272
Valmark Advisers
Ohio
$1.5M +$790K +15,485 +111%
JIP
273
Jaffetilchin Investment Partners
Florida
$1.49M -$74.8K -1,467 -5%
ONB
274
Old National Bancorp
Indiana
$1.47M -$43.5K -853 -3%
Envestnet Portfolio Solutions
275
Envestnet Portfolio Solutions
Illinois
$1.47M -$3.48M -68,162 -70%
9 10
11
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