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iShares Floating Rate Bond ETF

645 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, 237 increasing their positions, 257 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more funds holding in top 10

Funds holding in top 10: 3738 (+1)

1% more capital invested

Capital invested by funds: $5.35B → $5.39B (+$39.8M)

0.09% more ownership

Funds ownership: 59.72%59.8% (+0.09%)

8% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 257

4% less funds holding

Funds holding: 675645 (-30)

25% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 71

Holders
645
Holders Change
-30
Holders Change %
-4.44%
% of All Funds
8.47%
Holding in Top 10
38
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.7%
% of All Funds
0.5%
New
53
Increased
237
Reduced
257
Closed
71
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
351
Mowery & Schoenfeld Wealth Management
Illinois
$754K
SW
352
SteelPeak Wealth
California
$737K +$350K +6,863 +91%
TF
353
Trek Financial
Arizona
$735K -$993K -19,478 -58%
PWM
354
Perigon Wealth Management
California
$735K +$59.9K +1,175 +9%
WC
355
Waterloo Capital
Texas
$733K -$5.3M -103,976 -88%
WI
356
Westbourne Investments
Virginia
$731K -$48.2K -945 -6%
CIAS
357
Capital Investment Advisory Services
North Carolina
$727K -$56.8K -1,115 -7%
FFN
358
Focus Financial Network
Minnesota
$725K +$120K +2,352 +20%
DACG
359
Donor Advised Charitable Giving
California
$723K +$8.87K +174 +1%
KeyBank National Association
360
KeyBank National Association
Ohio
$721K +$43.6K +855 +6%
CTC
361
Central Trust Company
Missouri
$717K -$83.7K -1,642 -10%
PA
362
Pinnacle Associates
New York
$713K -$30.1K -591 -4%
RFC
363
Regions Financial Corp
Alabama
$703K -$120K -2,359 -15%
KPWG
364
KFA Private Wealth Group
Virginia
$702K
NAM
365
NorthCrest Asset Manangement
Minnesota
$702K -$9.94K -195 -1%
NIWA
366
New Insight Wealth Advisors
California
$698K +$47.6K +933 +7%
RFA
367
Register Financial Advisors
Georgia
$698K +$57.2K +1,122 +9%
DWM
368
Dakota Wealth Management
Florida
$697K
WFC
369
Western Financial Corp
California
$697K -$6.93K -136 -1%
CCM
370
Coldstream Capital Management
Washington
$680K -$100K -1,967 -13%
SF
371
Summit Financial
New Jersey
$679K -$48.6K -953 -7%
T
372
Tableaux
Massachusetts
$663K +$196K +3,837 +42%
PFA
373
Portland Financial Advisors
New York
$663K +$5.1K +100 +0.8%
PJSIMP
374
P.J. Schmidt Investment Management (PJS)
Wisconsin
$662K -$61.4K -1,205 -9%
SI
375
Stephens Inc
Arkansas
$662K -$98.5K -1,933 -13%