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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
FCH
376
Freestone Capital Holdings
Washington
$660K +$659K +12,920 New
SIC
377
Salem Investment Counselors
North Carolina
$656K +$19.2K +376 +3%
HF
378
HRT Financial
New York
$655K +$654K +12,840 New
Bank of Montreal
379
Bank of Montreal
Ontario, Canada
$655K -$240K -4,706 -27%
CPA
380
Cardiff Park Advisors
California
$655K -$17.3K -339 -3%
W
381
WorthPointe
California
$653K +$651K +12,777 New
TWCA
382
Two West Capital Advisors
Kansas
$648K +$5.4K +106 +0.8%
WDL
383
Well Done LLC
Michigan
$646K +$54.1K +1,062 +9%
CPIG
384
Chicago Partners Investment Group
Illinois
$634K +$7.8K +153 +1%
RFA
385
Reyes Financial Architecture
California
$627K
WWA
386
WCG Wealth Advisors
Nevada
$625K -$25.5K -501 -4%
AWM
387
Ameliora Wealth Management
Switzerland
$624K +$30.1K +590 +5%
MFG
388
Mosaic Financial Group
Illinois
$621K -$181K -3,550 -23%
KIM
389
Kane Investment Management
California
$616K -$622K -12,212 -50%
RA
390
Rise Advisors
New York
$610K +$6.88K +135 +1%
SRC
391
Shufro Rose & Co
New York
$607K
LWL
392
Leo Wealth LLC
Texas
$607K +$605K +11,876 New
SAM
393
Smartleaf Asset Management
Massachusetts
$605K +$604K +11,846 New
DWM
394
Diversify Wealth Management
Utah
$605K +$459 +9 +0.1%
PFA
395
Professional Financial Advisors
Nebraska
$603K -$44K -864 -7%
AIC
396
Argus Investors Counsel
New York
$589K +$31.1K +610 +6%
AWA
397
American Wealth Advisors
Georgia
$584K +$583K +11,432 New
NG
398
Novem Group
New York
$572K +$34.4K +675 +6%
Focus Partners Wealth
399
Focus Partners Wealth
Massachusetts
$567K -$27K -529 -5%
CWM
400
Connecticut Wealth Management
Connecticut
$566K -$200K -3,918 -26%