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iShares Floating Rate Bond ETF

635 hedge funds and large institutions have $5.37B invested in iShares Floating Rate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 230 increasing their positions, 254 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
635
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
STA
301
Summit Trail Advisors
New York
$1.19M
ATI
302
ARK & TLK Investments
Oklahoma
$1.18M
ORC
303
O'Rourke & Company
Massachusetts
$1.18M
JPLA
304
Joseph P. Lucia & Associates
New York
$1.17M
FA
305
Flagstar Advisors
New York
$1.16M
NA
306
NewEdge Advisors
Louisiana
$1.16M
FFG
307
Frisch Financial Group
New York
$1.14M
FHA
308
Flagship Harbor Advisors
Massachusetts
$1.1M
IAIM
309
International Assets Investment Management
Florida
$1.1M
DG
310
DMC Group
Alabama
$1.08M
IWP
311
Invenio Wealth Partners
Florida
$1.07M
MWM
312
MGB Wealth Management
Texas
$1.05M
KLCM
313
KG&L Capital Management
Louisiana
$1.02M
CCM
314
Crabel Capital Management
California
$1.02M
SF
315
Synovus Financial
Georgia
$1.01M
TAM
316
TCP Asset Management
Ohio
$1M
Envestnet Portfolio Solutions
317
Envestnet Portfolio Solutions
Illinois
$993K
SB
318
Strategic Blueprint
Georgia
$986K
OWM
319
OneAscent Wealth Management
Alabama
$976K
ATPW
320
Ashton Thomas Private Wealth
Arizona
$971K
A
321
Allianz
Germany
$967K
AWA
322
Arete Wealth Advisors
Illinois
$925K
JWA
323
JFS Wealth Advisors
Pennsylvania
$913K
CISOA
324
Capital Investment Services of America
Wisconsin
$911K
WWM
325
Western Wealth Management
Colorado
$911K