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iShares Floating Rate Bond ETF

657 hedge funds and large institutions have $5.65B invested in iShares Floating Rate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 246 increasing their positions, 233 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.64% more ownership

Funds ownership: 59.36%61% (+1.6%)

6% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 233

Holders
657
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
41
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
AWM
401
Ameliora Wealth Management
Switzerland
$622K
VAG
402
VisionPoint Advisory Group
Texas
$620K
RA
403
Rise Advisors
New York
$619K
OAG
404
Oakmont Advisory Group
New Mexico
$617K
SIC
405
Salem Investment Counselors
North Carolina
$614K
FFN
406
Focus Financial Network
Minnesota
$605K
CISOA
407
Capital Investment Services of America
Wisconsin
$603K
AWM
408
Apollon Wealth Management
South Carolina
$600K
AWE
409
Avidian Wealth Enterprises
Texas
$593K
PCS
410
Private Client Services
Kentucky
$591K
MFN
411
Midwest Financial Network
Illinois
$586K
PIP
412
Philadelphia Investment Partners
New Jersey
$578K
NI
413
Natural Investments
California
$573K
CWM
414
Connecticut Wealth Management
Connecticut
$565K
GCP
415
Guardian Capital (Pennsylvania)
Pennsylvania
$554K
AAM
416
Advisors Asset Management
Colorado
$545K
AC
417
AlphaCore Capital
California
$541K
AWA
418
American Wealth Advisors
Georgia
$540K
AA
419
Ascent Advisors
Minnesota
$540K
CWM
420
Coral Wealth Management
Florida
$535K
SF
421
Summit Financial
New Jersey
$533K
NAM
422
NorthCrest Asset Manangement
Minnesota
$532K
SAM
423
Sherman Asset Management
California
$521K
LWL
424
Leo Wealth LLC
Texas
$513K
FHC
425
First Heartland Consultants
Missouri
$512K