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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 %
William Blair & Company
276
William Blair & Company
Illinois
$1.5M -$167K -3,262 -10%
CA
277
Callahan Advisors
Texas
$1.46M -$87.6K -1,715 -6%
PI
278
PFG Investments
New York
$1.45M -$44.8K -878 -3%
LIM
279
Loudon Investment Management
New Hampshire
$1.44M +$525K +10,285 +57%
1NWS
280
1 North Wealth Services
Maryland
$1.41M +$139K +2,724 +11%
KFAA
281
Klaas Financial Asset Advisors
Illinois
$1.41M +$718K +14,066 +104%
SW
282
SlateStone Wealth
Florida
$1.4M +$142K +2,775 +11%
KCM
283
Kanawha Capital Management
Virginia
$1.36M -$5.62K -110 -0.4%
ATI
284
ARK & TLK Investments
Oklahoma
$1.36M -$22.2K -435 -2%
OWM
285
OneAscent Wealth Management
Alabama
$1.35M +$238K +4,659 +21%
FUBT
286
First United Bank & Trust
Maryland
$1.34M -$279K -5,475 -17%
NWWA
287
New Wave Wealth Advisors
Arkansas
$1.33M +$152K +2,971 +13%
JCIA
288
Jackson Creek Investment Advisors
Colorado
$1.31M +$20.1K +394 +2%
HI
289
Harbour Investments
Wisconsin
$1.3M +$38.5K +755 +3%
TWM
290
TriaGen Wealth Management
California
$1.3M +$76.5K +1,499 +6%
NFG
291
Nations Financial Group
Iowa
$1.28M -$90.9K -1,780 -7%
BWS
292
Buck Wealth Strategies
Colorado
$1.28M +$1.28M +25,001 New
Allianz Asset Management
293
Allianz Asset Management
Germany
$1.28M
AA
294
Alesco Advisors
New York
$1.23M -$38.3K -750 -3%
FA
295
Flagstar Advisors
New York
$1.21M +$50.7K +993 +4%
SAG
296
SageView Advisory Group
California
$1.21M +$545K +10,668 +82%
KWM
297
KMT Wealth Management
California
$1.2M
DLCIG
298
D.L. Carlson Investment Group
New Hampshire
$1.19M +$857K +16,780 +259%
GSWM
299
Greenup Street Wealth Management
Michigan
$1.18M +$165K +3,227 +16%
GWM
300
Geneos Wealth Management
Colorado
$1.18M +$553K +10,823 +88%