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iShares Floating Rate Bond ETF
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Overview Fund Activity

662 hedge funds and large institutions have $5.3B invested in iShares Floating Rate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 233 increasing their positions, 260 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
+13
Holders Change %
+2%
% of All Funds
8.88%
Holding in Top 10
36
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.26%
% of All Funds
0.48%
New
73
Increased
233
Reduced
260
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QC
Quadrature Capital
United Kingdom
$33.4M
2
WAM
WNY Asset Management
New York
$25.8M
3
TNBTD
Trustmark National Bank Trust Department
Mississippi
$34.1M
4
LPL Financial
LPL Financial
California
$235M
5
Franklin Resources
Franklin Resources
California
$164M

Top Sellers

1
DFG
Demars Financial Group
Washington
$39M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
3
TPWA
TRUE Private Wealth Advisors
Oregon
$2.89M
4
Renaissance Technologies
Renaissance Technologies
New York
$70.3M
5
NYLIM
New York Life Investment Management
New York
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
301
Kanawha Capital Management
Virginia
$1.26M -$102K -2,000 -8%
NWWA
302
New Wave Wealth Advisors
Arkansas
$1.25M -$76K -1,490 -6%
KIM
303
Kane Investment Management
California
$1.24M +$135K +2,648 +12%
ATI
304
ARK & TLK Investments
Oklahoma
$1.23M -$128K -2,512 -9%
BCA
305
Bay Colony Advisors
Massachusetts
$1.21M +$173K +3,391 +17%
WA
306
WBH Advisory
Maryland
$1.2M +$143K +2,802 +13%
FA
307
Flagstar Advisors
New York
$1.2M -$8.06K -158 -0.7%
HAP
308
Harbor Asset Planning
Massachusetts
$1.18M +$1.18M +23,033 New
NAM
309
Nutshell Asset Management
United Kingdom
$1.17M -$10.8M -211,526 -90%
JPLA
310
Joseph P. Lucia & Associates
New York
$1.17M -$1.94K -38 -0.2%
BI
311
Ballast Inc
Kentucky
$1.17M +$1.17M +22,884 New
IA
312
IFP Advisors
Florida
$1.16M +$363K +7,106 +46%
NAM
313
NTV Asset Management
West Virginia
$1.15M -$436K -8,550 -27%
VFIA
314
Virtus Fixed Income Advisers
Connecticut
$1.15M +$1.15M +22,500 New
Principal Financial Group
315
Principal Financial Group
Iowa
$1.14M +$85.5K +1,675 +8%
AFP
316
Ausdal Financial Partners
Iowa
$1.14M +$267K +5,231 +31%
FFG
317
Frisch Financial Group
New York
$1.13M +$5.41K +106 +0.5%
OFS
318
OneAscent Financial Services
Alabama
$1.12M -$553K -10,831 -33%
CFD
319
Creative Financial Designs
Indiana
$1.11M +$427K +8,366 +62%
DG
320
DMC Group
Alabama
$1.11M -$73.5K -1,440 -6%
FHA
321
Flagship Harbor Advisors
Massachusetts
$1.11M -$54.8K -1,075 -5%
IAIM
322
International Assets Investment Management
Florida
$1.1M +$56.8K +1,114 +5%
SG
323
StoneX Group
New York
$1.1M +$88.8K +1,740 +9%
IWP
324
Invenio Wealth Partners
Florida
$1.07M – – –
MWM
325
MGB Wealth Management
Texas
$1.07M +$45.9K +900 +4%
11 12
13
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