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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
HCA
326
Heck Capital Advisors
Wisconsin
$1.05M +$750K +14,720 +249%
KLCM
327
KG&L Capital Management
Louisiana
$1.05M +$31.4K +616 +3%
CCG
328
Ceeto Capital Group
Florida
$1.04M +$509K +10,000 +95%
CTC
329
Central Trust Company
Missouri
$1.04M +$328K +6,433 +46%
FUBT
330
First United Bank & Trust
Maryland
$1.02M -$166K -3,250 -14%
AFP
331
Alpha Financial Partners
Kentucky
$1M +$485K +9,524 +93%
AAS
332
Ameritas Advisory Services
Nebraska
$967K +$968K +19,008 New
CIA
333
Concurrent Investment Advisors
Florida
$966K +$692K +13,594 +252%
TAM
334
TCP Asset Management
Ohio
$965K -$33.9K -666 -3%
SGAM
335
Stephens Group Asset Management
Arkansas
$945K +$53K +1,041 +6%
A
336
Allianz
Germany
$929K -$34.5K -677 -4%
SAM
337
Smartleaf Asset Management
Massachusetts
$927K +$325K +6,387 +54%
NG
338
Novem Group
New York
$918K +$348K +6,841 +61%
JWA
339
JFS Wealth Advisors
Pennsylvania
$909K
BRPW
340
Ballast Rock Private Wealth
South Carolina
$906K +$908K +17,821 New
SRC
341
Shufro Rose & Co
New York
$880K +$275K +5,400 +45%
ATPW
342
Ashton Thomas Private Wealth
Arizona
$872K -$94.3K -1,852 -10%
GPA
343
Guidance Point Advisors
Massachusetts
$865K +$50.9K +1,000 +6%
AC
344
Addison Capital
Pennsylvania
$859K +$600K +11,771 +230%
FA
345
Fiduciary Alliance
South Carolina
$852K -$21.9K -430 -3%
PTC
346
Private Trust Company
Ohio
$840K +$1.43K +28 +0.2%
UB
347
UMB Bank
Missouri
$834K +$835K +16,400 New
LKBC
348
L.K. Benson & Company
Maryland
$823K +$10.4K +204 +1%
WDL
349
Well Done LLC
Michigan
$808K +$164K +3,228 +26%
CCM
350
Crabel Capital Management
California
$807K -$207K -4,062 -20%