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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
CIAS
376
Capital Investment Advisory Services
North Carolina
$681K -$42.5K -835 -6%
FFN
377
Focus Financial Network
Minnesota
$678K -$43.9K -861 -6%
CCM
378
Coldstream Capital Management
Washington
$677K
AAP
379
Arax Advisory Partners
Colorado
$669K +$670K +13,154 New
MFN
380
Midwest Financial Network
Illinois
$668K -$416K -8,163 -38%
PFA
381
Portland Financial Advisors
New York
$666K +$6.42K +126 +1%
SAS
382
Stelac Advisory Services
New York
$660K -$176K -3,450 -21%
SI
383
Stephens Inc
Arkansas
$655K -$3.82K -75 -0.6%
PA
384
Pinnacle Associates
New York
$646K -$63.5K -1,246 -9%
CPA
385
Cardiff Park Advisors
California
$644K -$7.89K -155 -1%
NL
386
NWAM LLC
Washington
$643K +$142K +2,782 +28%
CPIG
387
Chicago Partners Investment Group
Illinois
$641K +$7.54K +148 +1%
NAM
388
NorthCrest Asset Manangement
Minnesota
$639K -$62.2K -1,222 -9%
KeyBank National Association
389
KeyBank National Association
Ohio
$635K -$82.5K -1,620 -11%
HWM
390
HB Wealth Management
Georgia
$632K +$430K +8,438 +211%
AWM
391
Ameliora Wealth Management
Switzerland
$621K
MFG
392
Mosaic Financial Group
Illinois
$618K
RA
393
Rise Advisors
New York
$617K +$9.17K +180 +2%
LWL
394
Leo Wealth LLC
Texas
$614K +$9.68K +190 +2%
RFC
395
Regions Financial Corp
Alabama
$610K -$89.8K -1,763 -13%
PJSIMP
396
P.J. Schmidt Investment Management (PJS)
Wisconsin
$608K -$51.5K -1,012 -8%
WIA
397
World Investment Advisors
California
$608K +$139K +2,731 +30%
DWM
398
Diversify Wealth Management
Utah
$607K +$611 +12 +0.1%
SIC
399
Salem Investment Counselors
North Carolina
$606K -$46.7K -916 -7%
EP
400
EPIQ Partners
Minnesota
$605K +$605K +11,887 New