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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
Bank of Montreal
376
Bank of Montreal
Ontario, Canada
$655K
CPA
377
Cardiff Park Advisors
California
$655K
W
378
WorthPointe
California
$653K
TWCA
379
Two West Capital Advisors
Kansas
$648K
WDL
380
Well Done LLC
Michigan
$646K
CPIG
381
Chicago Partners Investment Group
Illinois
$634K
RFA
382
Reyes Financial Architecture
California
$627K
WWA
383
WCG Wealth Advisors
Nevada
$625K
AWM
384
Ameliora Wealth Management
Switzerland
$624K
MFG
385
Mosaic Financial Group
Illinois
$621K
KIM
386
Kane Investment Management
California
$616K
RA
387
Rise Advisors
New York
$610K
SRC
388
Shufro Rose & Co
New York
$607K
LWL
389
Leo Wealth LLC
Texas
$607K
SAM
390
Smartleaf Asset Management
Massachusetts
$605K
DWM
391
Diversify Wealth Management
Utah
$605K
PFA
392
Professional Financial Advisors
Nebraska
$603K
AIC
393
Argus Investors Counsel
New York
$589K
AWA
394
American Wealth Advisors
Georgia
$584K
NG
395
Novem Group
New York
$572K
Focus Partners Wealth
396
Focus Partners Wealth
Massachusetts
$567K
CWM
397
Connecticut Wealth Management
Connecticut
$566K
BFS
398
BridgePort Financial Solutions
Iowa
$562K
RFN
399
RDA Financial Network
Iowa
$559K
PCS
400
Private Client Services
Kentucky
$557K