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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
ACM
301
AlphaStar Capital Management
North Carolina
$1.26M -$126K -2,474 -9%
CCAM
302
Cascades Capital Asset Management
North Carolina
$1.26M +$296K +5,800 +31%
PI
303
PFG Investments
New York
$1.23M -$135K -2,650 -10%
HAP
304
Harbor Asset Planning
Massachusetts
$1.21M +$30K +588 +3%
KFAA
305
Klaas Financial Asset Advisors
Illinois
$1.2M -$121K -2,373 -9%
FUBT
306
First United Bank & Trust
Maryland
$1.19M -$242K -4,755 -17%
STA
307
Summit Trail Advisors
New York
$1.19M -$164K -3,216 -12%
ATI
308
ARK & TLK Investments
Oklahoma
$1.18M -$45.2K -887 -4%
ORC
309
O'Rourke & Company
Massachusetts
$1.18M +$468K +9,172 +66%
JPLA
310
Joseph P. Lucia & Associates
New York
$1.17M -$3.82K -75 -0.3%
FA
311
Flagstar Advisors
New York
$1.16M -$41.9K -822 -3%
NA
312
NewEdge Advisors
Louisiana
$1.16M -$347K -6,814 -23%
FFG
313
Frisch Financial Group
New York
$1.14M +$14K +274 +1%
FHA
314
Flagship Harbor Advisors
Massachusetts
$1.1M -$9.53K -187 -0.9%
IAIM
315
International Assets Investment Management
Florida
$1.1M
MFN
316
Midwest Financial Network
Illinois
$1.09M +$23.7K +464 +2%
DG
317
DMC Group
Alabama
$1.08M -$25.4K -498 -2%
IWP
318
Invenio Wealth Partners
Florida
$1.07M
MWM
319
MGB Wealth Management
Texas
$1.05M -$24.8K -487 -2%
KLCM
320
KG&L Capital Management
Louisiana
$1.02M +$176K +3,455 +21%
CCM
321
Crabel Capital Management
California
$1.02M -$1M -19,626 -50%
SF
322
Synovus Financial
Georgia
$1.01M -$9.89K -194 -1%
TAM
323
TCP Asset Management
Ohio
$1M -$28.7K -564 -3%
Envestnet Portfolio Solutions
324
Envestnet Portfolio Solutions
Illinois
$993K -$474K -9,305 -32%
SB
325
Strategic Blueprint
Georgia
$986K +$92.9K +1,822 +10%