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iShares Floating Rate Bond ETF
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Overview Fund Activity

662 hedge funds and large institutions have $5.3B invested in iShares Floating Rate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 233 increasing their positions, 260 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
+13
Holders Change %
+2%
% of All Funds
8.88%
Holding in Top 10
36
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.26%
% of All Funds
0.48%
New
73
Increased
233
Reduced
260
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QC
Quadrature Capital
United Kingdom
$33.4M
2
WAM
WNY Asset Management
New York
$25.8M
3
TNBTD
Trustmark National Bank Trust Department
Mississippi
$34.1M
4
LPL Financial
LPL Financial
California
$235M
5
Franklin Resources
Franklin Resources
California
$164M

Top Sellers

1
DFG
Demars Financial Group
Washington
$39M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
3
TPWA
TRUE Private Wealth Advisors
Oregon
$2.89M
4
Renaissance Technologies
Renaissance Technologies
New York
$70.3M
5
NYLIM
New York Life Investment Management
New York
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWM
326
OneAscent Wealth Management
Alabama
$1.07M -$285K -5,582 -21%
TAM
327
TCP Asset Management
Ohio
$1.03M -$47.3K -927 -4%
SF
328
Synovus Financial
Georgia
$1.02M -$151K -2,955 -13%
FA
329
Fiduciary Alliance
South Carolina
$1.02M +$1.02M +19,960 New
GSWM
330
Greenup Street Wealth Management
Michigan
$1M -$180K -3,534 -15%
TC
331
TownSquare Capital
Utah
$993K -$39.5K -774 -4%
MAM
332
Milestone Asset Management
Pennsylvania
$985K +$985K +19,303 New
A
333
Allianz
Germany
$966K – – –
WWM
334
Western Wealth Management
Colorado
$965K +$4.34K +85 +0.5%
CCAM
335
Cascades Capital Asset Management
North Carolina
$958K +$958K +18,786 New
NFG
336
Nations Financial Group
Iowa
$943K -$335K -6,574 -26%
JWA
337
JFS Wealth Advisors
Pennsylvania
$912K +$100K +1,967 +12%
CISOA
338
Capital Investment Services of America
Wisconsin
$910K – – –
SGAM
339
Stephens Group Asset Management
Arkansas
$900K -$46.2K -906 -5%
Bank of Montreal
340
Bank of Montreal
Ontario, Canada
$894K -$207K -4,057 -19%
SB
341
Strategic Blueprint
Georgia
$892K +$532K +10,418 +147%
FPAS
342
Focus Partners Advisor Solutions
Missouri
$863K +$76.8K +1,505 +10%
USB
343
Union Savings Bank
Connecticut
$852K -$316K -6,184 -27%
ARC
344
Advisor Resource Council
Texas
$843K -$99.5K -1,950 -11%
KLCM
345
KG&L Capital Management
Louisiana
$841K +$350K +6,861 +71%
FTUS
346
Flow Traders U.S.
New York
$839K +$839K +16,440 New
ACA
347
Anchor Capital Advisors
Massachusetts
$829K – – –
RFC
348
Regions Financial Corp
Alabama
$822K -$273K -5,355 -25%
PTC
349
Private Trust Company
Ohio
$813K +$104K +2,046 +15%
GC
350
Garde Capital
Washington
$806K – – –
12 13
14
15 16