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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 %
CA
326
Clearstead Advisors
Ohio
$984K -$578K -11,331 -37%
VIA
327
Virtus Investment Advisers
Connecticut
$978K +$978K +19,160 New
MPPLM
328
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$970K +$132K +2,580 +16%
A
329
Allianz
Germany
$967K +$388K +7,600 +67%
WWM
330
Western Wealth Management
Colorado
$961K +$2.5K +49 +0.3%
NC
331
Napatree Capital
Rhode Island
$956K +$166K +3,258 +21%
TF
332
Trek Financial
Arizona
$956K -$5.46M -106,945 -85%
SGAM
333
Stephens Group Asset Management
Arkansas
$947K -$8.68K -170 -0.9%
CIAS
334
Capital Investment Advisory Services
North Carolina
$946K -$325K -6,375 -26%
IAS
335
Insigneo Advisory Services
Florida
$915K +$915K +17,921 New
MHC
336
May Hill Capital
Massachusetts
$914K -$158K -3,094 -15%
BS
337
Banco Santander
Spain
$913K -$3.09M -60,457 -77%
RWM
338
Revisor Wealth Management
Ohio
$913K +$693K +13,569 +315%
CISOA
339
Capital Investment Services of America
Wisconsin
$911K +$20K +392 +2%
APWA
340
Atlas Private Wealth Advisors
New Jersey
$906K -$255K -5,000 -22%
CBT
341
Crews Bank & Trust
Florida
$897K -$43.4K -850 -5%
CTC
342
Central Trust Company
Missouri
$888K +$102K +2,002 +13%
CA
343
Calton & Associates
Florida
$883K +$227K +4,439 +35%
AFP
344
Ausdal Financial Partners
Iowa
$872K +$142K +2,776 +19%
DWM
345
Dakota Wealth Management
Florida
$855K +$6.48K +127 +0.8%
SA
346
Sovran Advisors
California
$855K +$585K +11,521 +217%
RFN
347
RDA Financial Network
Iowa
$830K -$208K -4,080 -20%
ACA
348
Anchor Capital Advisors
Massachusetts
$830K +$30.6K +600 +4%
LKBC
349
L.K. Benson & Company
Maryland
$822K -$28.2K -553 -3%
GPA
350
Guidance Point Advisors
Massachusetts
$818K -$46.7K -915 -5%