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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 %
DG
301
DMC Group
Alabama
$1.18M -$315K -6,176 -21%
WGC
302
Watts Gwilliam & Co
Arizona
$1.18M -$9.24K -181 -0.8%
LMKC
303
L.M. Kohn & Company
Ohio
$1.18M +$490K +9,590 +71%
SF
304
Synovus Financial
Georgia
$1.17M -$24.5K -479 -2%
JPLA
305
Joseph P. Lucia & Associates
New York
$1.17M +$364K +7,122 +45%
CF
306
Centaurus Financial
California
$1.17M +$147K +2,883 +14%
USB
307
Union Savings Bank
Connecticut
$1.17M -$248K -4,856 -18%
FHA
308
Flagship Harbor Advisors
Massachusetts
$1.16M -$128K -2,517 -10%
FFG
309
Frisch Financial Group
New York
$1.12M -$1.89K -37 -0.2%
KIM
310
Kane Investment Management
California
$1.1M +$217K +4,255 +24%
Bank of Montreal
311
Bank of Montreal
Ontario, Canada
$1.1M -$516K -10,106 -32%
RFC
312
Regions Financial Corp
Alabama
$1.1M -$1.2M -23,457 -52%
TAM
313
TCP Asset Management
Ohio
$1.08M -$166K -3,255 -13%
IWP
314
Invenio Wealth Partners
Florida
$1.07M -$484K -9,476 -31%
WA
315
WBH Advisory
Maryland
$1.06M +$85.8K +1,680 +9%
Principal Financial Group
316
Principal Financial Group
Iowa
$1.06M -$620K -12,142 -37%
PFP
317
Pinnacle Financial Partners
Tennessee
$1.05M +$21.4K +419 +2%
IAIM
318
International Assets Investment Management
Florida
$1.05M +$336K +6,578 +47%
BCA
319
Bay Colony Advisors
Massachusetts
$1.04M -$3.55M -69,621 -77%
EP
320
Edgestream Partners
New Jersey
$1.04M -$6.84K -134 -0.7%
TC
321
TownSquare Capital
Utah
$1.03M +$131K +2,559 +14%
MWM
322
MGB Wealth Management
Texas
$1.03M +$29.6K +579 +3%
FPGK
323
Financial Partners Group (Kansas)
Kansas
$1.03M +$759K +14,867 +285%
SG
324
StoneX Group
New York
$1.01M +$436K +8,538 +76%
CCM
325
Crabel Capital Management
California
$1M -$86.4K -1,693 -8%