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iShares Floating Rate Bond ETF

641 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, 235 increasing their positions, 255 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
641
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
38
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
$735K
WC
352
Waterloo Capital
Texas
$733K
WI
353
Westbourne Investments
Virginia
$731K
CIAS
354
Capital Investment Advisory Services
North Carolina
$727K
FFN
355
Focus Financial Network
Minnesota
$725K
DACG
356
Donor Advised Charitable Giving
California
$723K
KeyBank National Association
357
KeyBank National Association
Ohio
$721K
CTC
358
Central Trust Company
Missouri
$717K
PA
359
Pinnacle Associates
New York
$713K
RFC
360
Regions Financial Corp
Alabama
$703K
KPWG
361
KFA Private Wealth Group
Virginia
$702K
NAM
362
NorthCrest Asset Manangement
Minnesota
$702K
NIWA
363
New Insight Wealth Advisors
California
$698K
RFA
364
Register Financial Advisors
Georgia
$698K
DWM
365
Dakota Wealth Management
Florida
$697K
WFC
366
Western Financial Corp
California
$697K
CCM
367
Coldstream Capital Management
Washington
$680K
SF
368
Summit Financial
New Jersey
$679K
T
369
Tableaux
Massachusetts
$663K
PFA
370
Portland Financial Advisors
New York
$663K
PJSIMP
371
P.J. Schmidt Investment Management (PJS)
Wisconsin
$662K
SI
372
Stephens Inc
Arkansas
$662K
FCH
373
Freestone Capital Holdings
Washington
$660K
SIC
374
Salem Investment Counselors
North Carolina
$656K
HF
375
HRT Financial
New York
$655K