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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
GF
276
Gries Financial
Ohio
$1.49M +$1.03M +20,157 +224%
William Blair & Company
277
William Blair & Company
Illinois
$1.47M +$20.5K +403 +1%
ONB
278
Old National Bancorp
Indiana
$1.46M -$4.84K -95 -0.3%
NSG
279
Nalls Sherbakoff Group
Tennessee
$1.46M +$73.7K +1,445 +5%
BFWM
280
Bright Futures Wealth Management
New York
$1.45M +$1.45M +28,409 New
OWA
281
Octavia Wealth Advisors
Ohio
$1.45M +$83K +1,628 +6%
NS
282
NBC Securities
Alabama
$1.44M +$1.08M +21,145 +300%
IPW
283
Impact Partnership Wealth
Georgia
$1.41M +$768K +15,068 +120%
AC
284
Allstate Corporation
Illinois
$1.37M -$1.36M -26,716 -50%
SG
285
StoneX Group
New York
$1.37M +$274K +5,381 +25%
IA
286
IFP Advisors
Florida
$1.35M +$194K +3,814 +17%
VA
287
Valmark Advisers
Ohio
$1.35M -$150K -2,947 -10%
KCM
288
Kanawha Capital Management
Virginia
$1.34M +$87.4K +1,715 +7%
CA
289
Calton & Associates
Florida
$1.34M +$1.34M +26,315 New
WA
290
WBH Advisory
Maryland
$1.34M +$134K +2,632 +11%
FPAS
291
Focus Partners Advisor Solutions
Missouri
$1.33M +$473K +9,277 +55%
CAG
292
Csenge Advisory Group
Florida
$1.33M -$259K -5,085 -16%
CF
293
Centaurus Financial
California
$1.32M -$204 -4 -0%
BRWA
294
B. Riley Wealth Advisors
Florida
$1.32M -$7.03K -138 -0.5%
1NWS
295
1 North Wealth Services
Maryland
$1.31M -$15.2K -299 -1%
OP
296
ORG Partners
Indiana
$1.31M -$1.07M -21,040 -45%
BAMG
297
Brand Asset Management Group
Missouri
$1.3M +$1.3M +25,492 New
IFG
298
Independent Financial Group
California
$1.3M -$266K -5,227 -17%
GSWM
299
Greenup Street Wealth Management
Michigan
$1.27M +$263K +5,166 +26%
IAN
300
Integrated Advisors Network
Texas
$1.27M -$2.34M -45,829 -65%