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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 %
VA
376
Valmark Advisers
Ohio
$713K +$88.4K +1,731 +14%
PTC
377
Private Trust Company
Ohio
$709K +$30.9K +606 +5%
DACG
378
Donor Advised Charitable Giving
California
$705K -$747K -14,629 -51%
KPWG
379
KFA Private Wealth Group
Virginia
$702K +$702K +13,744 New
FHA
380
First Horizon Advisors
Tennessee
$701K +$160K +3,139 +30%
CPA
381
Cardiff Park Advisors
California
$698K +$1.23K +24 +0.2%
Cerity Partners
382
Cerity Partners
New York
$689K +$48.3K +946 +8%
HGA
383
Hobbs Group Advisors
South Carolina
$686K +$868 +17 +0.1%
CFD
384
Creative Financial Designs
Indiana
$684K +$278K +5,444 +69%
VC
385
Vicus Capital
Pennsylvania
$683K +$143K +2,799 +26%
Focus Partners Wealth
386
Focus Partners Wealth
Massachusetts
$678K +$55.5K +1,088 +9%
KeyBank National Association
387
KeyBank National Association
Ohio
$673K +$79.3K +1,553 +13%
PG
388
Patten Group
Tennessee
$663K +$106K +2,067 +19%
BSG
389
Black Swift Group
Colorado
$655K +$54.1K +1,060 +9%
TWCA
390
Two West Capital Advisors
Kansas
$651K +$10.1K +200 +2%
GS
391
GWN Securities
Florida
$650K +$364K +7,131 +127%
STA
392
Summit Trail Advisors
New York
$642K +$642K +12,577 New
DAS
393
Diversify Advisory Services
Utah
$635K -$324K -6,355 -34%
FMTCOCP
394
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$632K +$336K +6,571 +113%
RFA
395
Reyes Financial Architecture
California
$627K -$1.33M -25,981 -68%
RFA
396
Register Financial Advisors
Georgia
$624K +$1.53K +30 +0.2%
RA
397
Rise Advisors
New York
$624K -$22.7K -444 -4%
JSL
398
JT Stratford LLC
Georgia
$624K +$624K +12,223 New
PFA
399
Portland Financial Advisors
New York
$618K +$143K +2,804 +30%
SRC
400
Shufro Rose & Co
New York
$607K