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iShares Floating Rate Bond ETF

638 hedge funds and large institutions have $5.35B invested in iShares Floating Rate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 251 increasing their positions, 222 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 222

6% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 64

0.42% less ownership

Funds ownership: 59.8%59.39% (-0.42%)

1% less capital invested

Capital invested by funds: $5.39B → $5.35B (-$37.7M)

1% less funds holding

Funds holding: 645638 (-7)

5% less funds holding in top 10

Funds holding in top 10: 3836 (-2)

Holders
638
Holders Change
-7
Holders Change %
-1.09%
% of All Funds
7.76%
Holding in Top 10
36
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.26%
% of All Funds
0.44%
New
68
Increased
251
Reduced
222
Closed
64
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
351
Register Financial Advisors
Georgia
$805K +$110K +2,160 +16%
HIW
352
Holos Integrated Wealth
Pennsylvania
$797K
FCH
353
Freestone Capital Holdings
Washington
$793K +$136K +2,679 +21%
USB
354
Union Savings Bank
Connecticut
$793K +$794K +15,594 New
MFP
355
Meridian Financial Partners
Virginia
$792K +$791K +15,539 New
TCM
356
Traub Capital Management
Massachusetts
$792K
FPGK
357
Financial Partners Group (Kansas)
Kansas
$781K -$23.4K -460 -3%
MSWM
358
Mowery & Schoenfeld Wealth Management
Illinois
$751K
AIP
359
Alexis Investment Partners
Texas
$751K +$752K +14,764 New
PFS
360
Prospera Financial Services
Texas
$747K -$26.5K -521 -3%
SW
361
SteelPeak Wealth
California
$741K +$7.54K +148 +1%
OAG
362
Oakmont Advisory Group
New Mexico
$737K +$738K +14,487 New
PWM
363
Perigon Wealth Management
California
$733K +$1.22K +24 +0.2%
DACG
364
Donor Advised Charitable Giving
California
$732K +$11.5K +226 +2%
BA
365
Bellwether Advisors
Nebraska
$711K -$53.4K -1,049 -7%
RA
366
RiverTree Advisors
Florida
$706K -$859K -16,872 -55%
WC
367
Waterloo Capital
Texas
$704K -$26.2K -514 -4%
WI
368
Westbourne Investments
Virginia
$703K -$27K -530 -4%
NFG
369
Nations Financial Group
Iowa
$702K -$201K -3,946 -22%
FPAS
370
Focus Partners Advisor Solutions
Missouri
$701K -$632K -12,413 -47%
KPWG
371
KFA Private Wealth Group
Virginia
$699K
AWE
372
Avidian Wealth Enterprises
Texas
$696K -$65.3K -1,282 -9%
WFC
373
Western Financial Corp
California
$694K +$662 +13 +0.1%
DWM
374
Dakota Wealth Management
Florida
$694K
TSS
375
Two Sigma Securities
New York
$681K -$174K -3,411 -20%