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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
OWM
326
OneAscent Wealth Management
Alabama
$976K -$90.3K -1,771 -8%
ATPW
327
Ashton Thomas Private Wealth
Arizona
$971K -$7.09M -139,068 -88%
A
328
Allianz
Germany
$967K
AWA
329
Arete Wealth Advisors
Illinois
$925K -$2.7M -53,025 -75%
JWA
330
JFS Wealth Advisors
Pennsylvania
$913K
CISOA
331
Capital Investment Services of America
Wisconsin
$911K
WWM
332
Western Wealth Management
Colorado
$911K -$54.9K -1,077 -6%
NFG
333
Nations Financial Group
Iowa
$907K -$37.5K -735 -4%
SGAM
334
Stephens Group Asset Management
Arkansas
$896K -$5.1K -100 -0.6%
FA
335
Fiduciary Alliance
South Carolina
$877K -$142K -2,784 -14%
NWWA
336
New Wave Wealth Advisors
Arkansas
$860K -$393K -7,712 -31%
TSS
337
Two Sigma Securities
New York
$859K +$437K +8,573 +104%
MAM
338
Milestone Asset Management
Pennsylvania
$845K -$141K -2,772 -14%
PTC
339
Private Trust Company
Ohio
$843K +$28.2K +554 +3%
GC
340
Garde Capital
Washington
$842K +$35K +686 +4%
SAS
341
Stelac Advisory Services
New York
$839K +$378K +7,424 +82%
PFPT
342
Pinnacle Financial Partners (Tennessee)
Tennessee
$825K -$36.4K -714 -4%
GPA
343
Guidance Point Advisors
Massachusetts
$818K +$19K +373 +2%
LKBC
344
L.K. Benson & Company
Maryland
$816K +$9.99K +196 +1%
FPGK
345
Financial Partners Group (Kansas)
Kansas
$805K -$622K -12,202 -44%
HIW
346
Holos Integrated Wealth
Pennsylvania
$797K
TCM
347
Traub Capital Management
Massachusetts
$795K
PFS
348
Prospera Financial Services
Texas
$777K -$153 -3 -0%
BA
349
Bellwether Advisors
Nebraska
$767K +$21.8K +428 +3%
AWE
350
Avidian Wealth Enterprises
Texas
$765K +$2.45K +48 +0.3%