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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 %
JWA
351
JFS Wealth Advisors
Pennsylvania
$812K +$270K +5,287 +50%
BFWM
352
Bright Futures Wealth Management
New York
$811K +$95.4K +1,882 +13%
GC
353
Garde Capital
Washington
$806K +$806K +15,788 New
MFG
354
Mosaic Financial Group
Illinois
$802K +$65K +1,273 +9%
PFS
355
Prospera Financial Services
Texas
$801K +$17.7K +346 +2%
HIW
356
Holos Integrated Wealth
Pennsylvania
$800K -$327K -6,412 -29%
AWE
357
Avidian Wealth Enterprises
Texas
$798K +$15K +294 +2%
IA
358
IFP Advisors
Florida
$795K +$82.3K +1,612 +12%
FPAS
359
Focus Partners Advisor Solutions
Missouri
$787K +$526K +10,301 +202%
CCM
360
Coldstream Capital Management
Washington
$779K +$10.1K +198 +1%
Lido Advisors
361
Lido Advisors
California
$776K +$776K +15,200 New
AAP
362
Arax Advisory Partners
Colorado
$773K +$5.97K +117 +0.8%
PA
363
Pinnacle Associates
New York
$769K +$12.8K +251 +2%
CWM
364
Connecticut Wealth Management
Connecticut
$766K -$15.9K -311 -2%
SI
365
Stephens Inc
Arkansas
$756K +$41.1K +806 +6%
MSWM
366
Mowery & Schoenfeld Wealth Management
Illinois
$754K -$190K -3,721 -20%
LWM
367
Liberty Wealth Management
California
$742K +$195K +3,812 +36%
WWM
368
WJ Wealth Management
Arizona
$738K
BA
369
Bellwether Advisors
Nebraska
$732K +$24.5K +479 +3%
WIA
370
World Investment Advisors
California
$730K +$155K +3,036 +27%
PFA
371
Professional Financial Advisors
Nebraska
$723K -$37.4K -733 -5%
FFS
372
Flavin Financial Services
Florida
$718K -$4.85K -95 -0.7%
NAM
373
NorthCrest Asset Manangement
Minnesota
$716K -$75.5K -1,478 -10%
SF
374
Summit Financial
New Jersey
$716K +$311K +6,098 +77%
WFC
375
Western Financial Corp
California
$713K -$54.3K -1,064 -7%