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iShares Floating Rate Bond ETF

616 hedge funds and large institutions have $5.32B invested in iShares Floating Rate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 245 increasing their positions, 220 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

8% less funds holding in top 10

Funds holding in top 10: 3835 (-3)

16% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 64

Holders
616
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
35
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
A
326
Allianz
Germany
$929K
SAM
327
Smartleaf Asset Management
Massachusetts
$927K
NG
328
Novem Group
New York
$918K
JWA
329
JFS Wealth Advisors
Pennsylvania
$909K
BRPW
330
Ballast Rock Private Wealth
South Carolina
$906K
SRC
331
Shufro Rose & Co
New York
$880K
ATPW
332
Ashton Thomas Private Wealth
Arizona
$872K
GPA
333
Guidance Point Advisors
Massachusetts
$865K
AC
334
Addison Capital
Pennsylvania
$859K
FA
335
Fiduciary Alliance
South Carolina
$852K
PTC
336
Private Trust Company
Ohio
$840K
UB
337
UMB Bank
Missouri
$834K
LKBC
338
L.K. Benson & Company
Maryland
$823K
WDL
339
Well Done LLC
Michigan
$808K
CCM
340
Crabel Capital Management
California
$807K
RFA
341
Register Financial Advisors
Georgia
$805K
HIW
342
Holos Integrated Wealth
Pennsylvania
$797K
FCH
343
Freestone Capital Holdings
Washington
$793K
MFP
344
Meridian Financial Partners
Virginia
$792K
TCM
345
Traub Capital Management
Massachusetts
$792K
FPGK
346
Financial Partners Group (Kansas)
Kansas
$781K
MSWM
347
Mowery & Schoenfeld Wealth Management
Illinois
$751K
AIP
348
Alexis Investment Partners
Texas
$751K
PFS
349
Prospera Financial Services
Texas
$747K
SW
350
SteelPeak Wealth
California
$741K