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iShares Floating Rate Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
PCA
251
Prosperity Capital Advisors
Ohio
$1.91M +$285K +5,611 +18%
BHWM
252
Beaird Harris Wealth Management
Texas
$1.91M +$14.6K +286 +0.8%
WMR
253
Wealth Management Resources
Rhode Island
$1.88M +$659K +12,909 +54%
OWA
254
Outlook Wealth Advisors
Texas
$1.87M +$230K +4,499 +14%
EWM
255
Elmwood Wealth Management
California
$1.85M -$75K -1,470 -4%
FAT
256
First American Trust
California
$1.83M -$189K -3,705 -9%
BMCM
257
Bryn Mawr Capital Management
Pennsylvania
$1.81M -$457K -8,948 -20%
HSBC Holdings
258
HSBC Holdings
United Kingdom
$1.76M -$17.5M -342,255 -91%
RC
259
Roundview Capital
New Jersey
$1.74M -$127K -2,483 -7%
BA
260
Bluesphere Advisors
Pennsylvania
$1.72M +$13.3K +260 +0.8%
DCM
261
Donaldson Capital Management
Indiana
$1.7M -$279K -5,460 -14%
OFS
262
OneAscent Financial Services
Alabama
$1.68M +$245K +4,801 +17%
DFA
263
DHK Financial Advisors
New Hampshire
$1.63M +$12.5K +245 +0.8%
PAG
264
Powers Advisory Group
Illinois
$1.6M +$1.11M +21,750 +228%
CAG
265
Csenge Advisory Group
Florida
$1.59M +$91.8K +1,809 +6%
NAM
266
NTV Asset Management
West Virginia
$1.59M +$123K +2,400 +8%
WI
267
Westbourne Investments
Virginia
$1.59M +$143K +2,795 +10%
JIP
268
Jaffetilchin Investment Partners
Florida
$1.57M +$9.75K +191 +0.6%
FT
269
Fiduciary Trust
Massachusetts
$1.56M
Wealth Enhancement Advisory Services
270
Wealth Enhancement Advisory Services
Minnesota
$1.56M -$221K -4,327 -12%
BCI
271
Brinker Capital Investments
Pennsylvania
$1.54M -$184K -3,595 -11%
OPS
272
Orion Portfolio Solutions
Nebraska
$1.54M -$184K -3,595 -11%
OWA
273
Octavia Wealth Advisors
Ohio
$1.52M -$60.9K -1,192 -4%
ONB
274
Old National Bancorp
Indiana
$1.51M -$153 -3 -0%
AI
275
Atria Investments
North Carolina
$1.5M +$313K +6,130 +26%