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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
ORC
276
O'Rourke & Company
Massachusetts
$1.52M +$350K +6,868 +30%
BFWM
277
Bright Futures Wealth Management
New York
$1.51M +$69.7K +1,369 +5%
JIP
278
Jaffetilchin Investment Partners
Florida
$1.51M +$20.2K +396 +1%
BMCM
279
Bryn Mawr Capital Management
Pennsylvania
$1.51M -$21.2K -417 -1%
RC
280
Roundview Capital
New Jersey
$1.51M -$42K -825 -3%
IPW
281
Impact Partnership Wealth
Georgia
$1.49M +$85.6K +1,681 +6%
CCP
282
Cunning Capital Partners
North Carolina
$1.48M -$713K -14,000 -33%
ONB
283
Old National Bancorp
Indiana
$1.46M
EGA
284
Eagle Global Advisors
Texas
$1.44M -$457K -8,965 -24%
Mercer Global Advisors
285
Mercer Global Advisors
Colorado
$1.44M -$257K -5,048 -15%
William Blair & Company
286
William Blair & Company
Illinois
$1.43M -$35.5K -696 -2%
IFG
287
Independent Financial Group
California
$1.42M +$130K +2,543 +10%
OWA
288
Octavia Wealth Advisors
Ohio
$1.42M -$20.4K -401 -1%
1NWS
289
1 North Wealth Services
Maryland
$1.41M +$101K +1,976 +8%
NA
290
NewEdge Advisors
Louisiana
$1.4M +$250K +4,904 +22%
WWA
291
WCG Wealth Advisors
Nevada
$1.4M +$775K +15,209 +124%
EP
292
Edgestream Partners
New Jersey
$1.38M -$915K -17,973 -40%
LIM
293
Loudon Investment Management
New Hampshire
$1.38M -$265K -5,210 -16%
CAG
294
Csenge Advisory Group
Florida
$1.37M +$48.3K +948 +4%
GSWM
295
Greenup Street Wealth Management
Michigan
$1.36M +$97.6K +1,916 +8%
WA
296
WBH Advisory
Maryland
$1.34M +$5.91K +116 +0.4%
VA
297
Valmark Advisers
Ohio
$1.34M -$7.64K -150 -0.6%
KCM
298
Kanawha Capital Management
Virginia
$1.33M -$8.91K -175 -0.7%
BRWA
299
B. Riley Wealth Advisors
Florida
$1.32M +$2.9K +57 +0.2%
OP
300
ORG Partners
Indiana
$1.29M -$15.4K -303 -1%