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iShares Floating Rate Bond ETF

616 hedge funds and large institutions have $5.32B invested in iShares Floating Rate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 245 increasing their positions, 220 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

8% less funds holding in top 10

Funds holding in top 10: 3835 (-3)

16% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 64

Holders
616
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
35
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
351
Perigon Wealth Management
California
$733K
DACG
352
Donor Advised Charitable Giving
California
$732K
BA
353
Bellwether Advisors
Nebraska
$711K
RA
354
RiverTree Advisors
Florida
$706K
WC
355
Waterloo Capital
Texas
$704K
WI
356
Westbourne Investments
Virginia
$703K
NFG
357
Nations Financial Group
Iowa
$702K
FPAS
358
Focus Partners Advisor Solutions
Missouri
$701K
KPWG
359
KFA Private Wealth Group
Virginia
$699K
AWE
360
Avidian Wealth Enterprises
Texas
$696K
WFC
361
Western Financial Corp
California
$694K
DWM
362
Dakota Wealth Management
Florida
$694K
TSS
363
Two Sigma Securities
New York
$681K
CIAS
364
Capital Investment Advisory Services
North Carolina
$681K
FFN
365
Focus Financial Network
Minnesota
$678K
CCM
366
Coldstream Capital Management
Washington
$677K
AAP
367
Arax Advisory Partners
Colorado
$669K
PFA
368
Portland Financial Advisors
New York
$666K
SAS
369
Stelac Advisory Services
New York
$660K
SI
370
Stephens Inc
Arkansas
$655K
PA
371
Pinnacle Associates
New York
$646K
CPA
372
Cardiff Park Advisors
California
$644K
NL
373
NWAM LLC
Washington
$643K
CPIG
374
Chicago Partners Investment Group
Illinois
$641K
NAM
375
NorthCrest Asset Manangement
Minnesota
$639K