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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 %
LKBC
351
L.K. Benson & Company
Maryland
$805K -$15.8K -309 -2%
MFG
352
Mosaic Financial Group
Illinois
$801K – – –
CTC
353
Central Trust Company
Missouri
$799K -$87.7K -1,718 -10%
HIW
354
Holos Integrated Wealth
Pennsylvania
$798K – – –
GPA
355
Guidance Point Advisors
Massachusetts
$797K -$20.4K -399 -2%
TCM
356
Traub Capital Management
Massachusetts
$794K +$794K +15,570 New
CIAS
357
Capital Investment Advisory Services
North Carolina
$783K -$163K -3,188 -17%
CCM
358
Coldstream Capital Management
Washington
$779K – – –
WI
359
Westbourne Investments
Virginia
$778K -$807K -15,825 -51%
PFS
360
Prospera Financial Services
Texas
$777K -$23.7K -465 -3%
LMKC
361
L.M. Kohn & Company
Ohio
$772K -$405K -7,929 -34%
CWM
362
Connecticut Wealth Management
Connecticut
$765K – – –
AWE
363
Avidian Wealth Enterprises
Texas
$761K -$36K -706 -5%
SI
364
Stephens Inc
Arkansas
$760K +$4.49K +88 +0.6%
MSWM
365
Mowery & Schoenfeld Wealth Management
Illinois
$753K – – –
FHA
366
First Horizon Advisors
Tennessee
$745K +$44.7K +876 +6%
BA
367
Bellwether Advisors
Nebraska
$744K +$12.9K +253 +2%
PA
368
Pinnacle Associates
New York
$742K -$26.2K -513 -3%
SF
369
Summit Financial
New Jersey
$727K +$11K +216 +2%
PJSIMP
370
P.J. Schmidt Investment Management (PJS)
Wisconsin
$723K +$182K +3,572 +34%
P
371
&Partners
Tennessee
$716K +$716K +14,034 New
DACG
372
Donor Advised Charitable Giving
California
$714K +$8.83K +173 +1%
NAM
373
NorthCrest Asset Manangement
Minnesota
$711K -$2.75K -54 -0.4%
ORC
374
O'Rourke & Company
Massachusetts
$711K +$239K +4,687 +51%
VC
375
Vicus Capital
Pennsylvania
$709K +$26K +509 +4%
13 14
15
16 17