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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 %
FFN
401
Focus Financial Network
Minnesota
$604K +$149K +2,912 +33%
RA
402
Rise Advisors
New York
$602K -$21.3K -417 -3%
Focus Partners Wealth
403
Focus Partners Wealth
Massachusetts
$593K -$84.6K -1,659 -12%
AWM
404
Ameliora Wealth Management
Switzerland
$593K – – –
WDL
405
Well Done LLC
Michigan
$591K +$591K +11,588 New
CA
406
Clearstead Advisors
Ohio
$589K -$395K -7,747 -40%
BA
407
Bluesphere Advisors
Pennsylvania
$583K -$1.14M -22,319 -66%
GWM
408
Geneos Wealth Management
Colorado
$572K -$610K -11,961 -52%
PWW
409
Pettyjohn Wood & White
Virginia
$568K -$29.3K -575 -5%
BA
410
Bard Associates
Illinois
$566K +$1.48K +29 +0.3%
BFS
411
BridgePort Financial Solutions
Iowa
$561K – – –
AIC
412
Argus Investors Counsel
New York
$557K +$7.65K +150 +1%
FHC
413
First Heartland Consultants
Missouri
$557K -$26.7K -523 -5%
RWM
414
Rialto Wealth Management
New York
$544K – – –
NG
415
Novem Group
New York
$537K +$17.6K +345 +3%
CCG
416
Ceeto Capital Group
Florida
$536K +$230K +4,500 +75%
NI
417
Natural Investments
California
$535K +$255 +5 +0%
WWM
418
Whalen Wealth Management
Nevada
$531K +$531K +10,407 New
WF
419
Welch & Forbes
Massachusetts
$531K -$10.2K -200 -2%
NL
420
NWAM LLC
Washington
$525K +$54.1K +1,059 +11%
AC
421
AlphaCore Capital
California
$520K – – –
GS
422
GWN Securities
Florida
$519K -$132K -2,580 -20%
WAS
423
Wealth Advisory Solutions
Indiana
$517K +$1.58K +31 +0.3%
BCWM
424
Bartlett & Co Wealth Management
Ohio
$511K +$1.07K +21 +0.2%
XT
425
XTX Topco
Cayman Islands
$508K -$66.6K -1,305 -12%
15 16
17
18 19