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iShares Floating Rate Bond ETF

616 hedge funds and large institutions have $5.32B invested in iShares Floating Rate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 245 increasing their positions, 220 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

8% less funds holding in top 10

Funds holding in top 10: 3835 (-3)

16% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 64

Holders
616
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
35
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
251
Global Retirement Partners
California
$1.76M
DAS
252
Dynamic Advisor Solutions
Arizona
$1.73M
FAT
253
First American Trust
California
$1.72M
AC
254
Allstate Corporation
Illinois
$1.71M
SAG
255
SageView Advisory Group
California
$1.7M
DCM
256
Donaldson Capital Management
Indiana
$1.7M
CCAM
257
Cascades Capital Asset Management
North Carolina
$1.69M
NS
258
NBC Securities
Alabama
$1.68M
GKWIM
259
Gerber Kawasaki Wealth & Investment Management
California
$1.67M
CA
260
Calton & Associates
Florida
$1.64M
SA
261
Sovran Advisors
California
$1.63M
WB
262
Webster Bank
Connecticut
$1.63M
NAM
263
NTV Asset Management
West Virginia
$1.6M
BAM
264
Belpointe Asset Management
Nevada
$1.57M
FA
265
Fountainhead AM
New Jersey
$1.57M
WMR
266
Wealth Management Resources
Rhode Island
$1.56M
SB
267
Strategic Blueprint
Georgia
$1.56M
FT
268
Fiduciary Trust
Massachusetts
$1.55M
LC
269
LCNB Corp
Ohio
$1.54M
ORC
270
O'Rourke & Company
Massachusetts
$1.52M
BFWM
271
Bright Futures Wealth Management
New York
$1.51M
JIP
272
Jaffetilchin Investment Partners
Florida
$1.51M
BMCM
273
Bryn Mawr Capital Management
Pennsylvania
$1.51M
RC
274
Roundview Capital
New Jersey
$1.51M
IPW
275
Impact Partnership Wealth
Georgia
$1.49M