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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
CF
301
Centaurus Financial
California
$1.27M -$40K -785 -3%
MWM
302
MGB Wealth Management
Texas
$1.27M +$228K +4,467 +22%
VPW
303
Vericrest Private Wealth
Pennsylvania
$1.27M +$1.27M +24,963 New
NEPWA
304
New England Private Wealth Advisors
Massachusetts
$1.24M -$428K -8,394 -26%
NSG
305
Nalls Sherbakoff Group
Tennessee
$1.23M -$221K -4,343 -15%
KFAA
306
Klaas Financial Asset Advisors
Illinois
$1.22M +$33.4K +655 +3%
BAMG
307
Brand Asset Management Group
Missouri
$1.2M -$92.7K -1,819 -7%
STA
308
Summit Trail Advisors
New York
$1.18M
ATI
309
ARK & TLK Investments
Oklahoma
$1.18M
PI
310
PFG Investments
New York
$1.18M -$46.1K -906 -4%
FA
311
Flagstar Advisors
New York
$1.16M +$611 +12 +0.1%
FFG
312
Frisch Financial Group
New York
$1.16M +$18.1K +355 +2%
HAP
313
Harbor Asset Planning
Massachusetts
$1.15M -$55K -1,079 -5%
Envestnet Portfolio Solutions
314
Envestnet Portfolio Solutions
Illinois
$1.12M +$137K +2,681 +14%
IAN
315
Integrated Advisors Network
Texas
$1.12M -$143K -2,803 -11%
TF
316
Trek Financial
Arizona
$1.11M +$378K +7,415 +52%
JPLA
317
Joseph P. Lucia & Associates
New York
$1.09M -$65.2K -1,280 -6%
FHA
318
Flagship Harbor Advisors
Massachusetts
$1.08M -$13.3K -262 -1%
RRA
319
Red Reef Advisors
Florida
$1.08M +$1.08M +21,152 New
NWWA
320
New Wave Wealth Advisors
Arkansas
$1.08M +$219K +4,309 +26%
IA
321
IFP Advisors
Florida
$1.07M -$279K -5,483 -21%
IWP
322
Invenio Wealth Partners
Florida
$1.07M
WWM
323
Western Wealth Management
Colorado
$1.07M +$158K +3,100 +17%
DG
324
DMC Group
Alabama
$1.06M -$16.3K -320 -2%
OWM
325
OneAscent Wealth Management
Alabama
$1.06M +$84.7K +1,662 +9%