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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
CFD
251
Creative Financial Designs
Indiana
$1.74M +$630K +12,360 +57%
MIH
252
Meitav Investment House
Israel
$1.73M +$195K +3,823 +13%
MA
253
Mutual Advisors
Nebraska
$1.73M -$11.6M -228,408 -87%
Bank of New York Mellon
254
Bank of New York Mellon
New York
$1.72M -$539K -10,577 -24%
DCM
255
Donaldson Capital Management
Indiana
$1.7M
PAG
256
Powers Advisory Group
Illinois
$1.7M +$382K +7,497 +29%
Mercer Global Advisors
257
Mercer Global Advisors
Colorado
$1.7M -$424K -8,320 -20%
HI
258
Harbour Investments
Wisconsin
$1.68M +$241K +4,719 +17%
NEPWA
259
New England Private Wealth Advisors
Massachusetts
$1.67M +$1.67M +32,772 New
NAM
260
NTV Asset Management
West Virginia
$1.67M +$513K +10,065 +45%
BFC
261
Blue Fin Capital
Rhode Island
$1.66M +$114K +2,245 +7%
AFP
262
Ausdal Financial Partners
Iowa
$1.65M +$513K +10,059 +45%
LIM
263
Loudon Investment Management
New Hampshire
$1.65M +$209K +4,100 +15%
Wealth Enhancement Advisory Services
264
Wealth Enhancement Advisory Services
Minnesota
$1.62M +$111K +2,182 +7%
BIG
265
Brookwood Investment Group
Arizona
$1.58M +$148K +2,908 +10%
RA
266
RiverTree Advisors
Florida
$1.57M -$161K -3,151 -9%
AI
267
Arvest Investments
Arkansas
$1.56M +$134K +2,629 +9%
PIWA
268
Prevail Innovative Wealth Advisors
Kansas
$1.56M +$1.56M +30,539 New
FT
269
Fiduciary Trust
Massachusetts
$1.56M
RC
270
Roundview Capital
New Jersey
$1.55M
SA
271
Sovran Advisors
California
$1.54M -$453K -8,890 -23%
BMCM
272
Bryn Mawr Capital Management
Pennsylvania
$1.54M -$78K -1,531 -5%
SAG
273
SageView Advisory Group
California
$1.53M +$214K +4,206 +16%
JIP
274
Jaffetilchin Investment Partners
Florida
$1.5M +$3.72K +73 +0.2%
SW
275
SlateStone Wealth
Florida
$1.49M +$25.5K +500 +2%