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iShares Floating Rate Bond ETF
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Overview Fund Activity

662 hedge funds and large institutions have $5.3B invested in iShares Floating Rate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 233 increasing their positions, 260 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
+13
Holders Change %
+2%
% of All Funds
8.88%
Holding in Top 10
36
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.26%
% of All Funds
0.48%
New
73
Increased
233
Reduced
260
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QC
Quadrature Capital
United Kingdom
+$33.2M
2
WAM
WNY Asset Management
New York
+$20.9M
3
TNBTD
Trustmark National Bank Trust Department
Mississippi
+$20.6M
4
LPL Financial
LPL Financial
California
+$17.4M
5
Franklin Resources
Franklin Resources
California
+$16M

Top Sellers

1
DFG
Demars Financial Group
Washington
-$1.98B
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$43.5M
3
TPWA
TRUE Private Wealth Advisors
Oregon
-$42M
4
Renaissance Technologies
Renaissance Technologies
New York
-$41.1M
5
NYLIM
New York Life Investment Management
New York
-$23.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
APWA
376
Atlas Private Wealth Advisors
New Jersey
$707K -$198K -3,878 -22%
WFC
377
Western Financial Corp
California
$703K -$10.4K -203 -1%
KPWG
378
KFA Private Wealth Group
Virginia
$701K – – –
RFN
379
RDA Financial Network
Iowa
$696K -$133K -2,606 -16%
DWM
380
Dakota Wealth Management
Florida
$696K -$158K -3,103 -19%
MMA
381
Miracle Mile Advisors
California
$696K +$696K +13,633 New
State Farm Mutual Automobile Insurance
382
State Farm Mutual Automobile Insurance
Illinois
$686K +$523K +10,259 +322%
KeyBank National Association
383
KeyBank National Association
Ohio
$677K +$4.03K +79 +0.6%
FFS
384
Founders Financial Securities
Maryland
$675K +$170K +3,340 +34%
PWM
385
Perigon Wealth Management
California
$674K +$101K +1,987 +18%
CPA
386
Cardiff Park Advisors
California
$671K -$26.5K -519 -4%
MFG
387
Mustico Financial Group
New York
$661K +$661K +12,990 New
PFA
388
Portland Financial Advisors
New York
$657K +$39.2K +769 +6%
NIWA
389
New Insight Wealth Advisors
California
$650K +$650K +12,737 New
WWA
390
WCG Wealth Advisors
Nevada
$650K +$650K +12,732 New
PFA
391
Professional Financial Advisors
Nebraska
$647K -$76.3K -1,495 -11%
TWCA
392
Two West Capital Advisors
Kansas
$643K -$17.2K -336 -3%
IPW
393
Impact Partnership Wealth
Georgia
$643K +$643K +12,597 New
RFA
394
Register Financial Advisors
Georgia
$640K +$15.9K +312 +3%
SIC
395
Salem Investment Counselors
North Carolina
$636K +$396K +7,767 +166%
AAP
396
Arax Advisory Partners
Colorado
$628K -$145K -2,843 -19%
RFA
397
Reyes Financial Architecture
California
$626K – – –
CPIG
398
Chicago Partners Investment Group
Illinois
$626K +$626K +12,270 New
SRC
399
Shufro Rose & Co
New York
$607K – – –
DWM
400
Diversify Wealth Management
Utah
$606K +$250K +4,907 +70%
14 15
16
17 18