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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
CFP
251
Cascade Financial Partners
California
$1.82M -$178K -3,492 -9%
OWA
252
Outlook Wealth Advisors
Texas
$1.8M -$12.6K -247 -0.7%
AWM
253
Adams Wealth Management
Utah
$1.77M -$256K -5,025 -13%
TPWA
254
TRUE Private Wealth Advisors
Oregon
$1.76M -$80.5K -1,581 -4%
GRP
255
Global Retirement Partners
California
$1.76M -$211K -4,149 -11%
HSBC Holdings
256
HSBC Holdings
United Kingdom
$1.75M +$1.76M +34,492 New
DAS
257
Dynamic Advisor Solutions
Arizona
$1.73M -$239K -4,691 -12%
FAT
258
First American Trust
California
$1.72M -$272K -5,344 -14%
AC
259
Allstate Corporation
Illinois
$1.71M +$345K +6,777 +25%
SAG
260
SageView Advisory Group
California
$1.7M +$179K +3,519 +12%
DCM
261
Donaldson Capital Management
Indiana
$1.7M
CCAM
262
Cascades Capital Asset Management
North Carolina
$1.69M +$437K +8,575 +35%
NS
263
NBC Securities
Alabama
$1.68M +$242K +4,750 +17%
GKWIM
264
Gerber Kawasaki Wealth & Investment Management
California
$1.67M -$308K -6,053 -16%
CA
265
Calton & Associates
Florida
$1.64M +$299K +5,861 +22%
SA
266
Sovran Advisors
California
$1.63M +$95.5K +1,874 +6%
WB
267
Webster Bank
Connecticut
$1.63M -$146K -2,870 -8%
NAM
268
NTV Asset Management
West Virginia
$1.6M -$56K -1,100 -3%
BAM
269
Belpointe Asset Management
Nevada
$1.57M -$646K -12,679 -29%
FA
270
Fountainhead AM
New Jersey
$1.57M +$702K +13,775 New
WMR
271
Wealth Management Resources
Rhode Island
$1.56M -$1.96M -38,572 -56%
SB
272
Strategic Blueprint
Georgia
$1.56M +$576K +11,303 +59%
FT
273
Fiduciary Trust
Massachusetts
$1.55M
LC
274
LCNB Corp
Ohio
$1.54M +$1.22M +23,875 +370%
LBC
275
Lane Brothers & Co
Arizona
$1.53M +$1.53M +30,103 New