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iShares Floating Rate Bond ETF

616 hedge funds and large institutions have $5.32B invested in iShares Floating Rate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 245 increasing their positions, 220 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

8% less funds holding in top 10

Funds holding in top 10: 3835 (-3)

16% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 64

Holders
616
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
35
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
PWW
401
Pettyjohn Wood & White
Virginia
$536K
IWM
402
IHT Wealth Management
Illinois
$534K
NI
403
Natural Investments
California
$533K
VAG
404
VisionPoint Advisory Group
Texas
$522K
AC
405
AlphaCore Capital
California
$519K
WIA
406
World Investment Advisors
California
$518K
RFA
407
Reyes Financial Architecture
California
$512K
MFG
408
Mustico Financial Group
New York
$510K
LCP
409
Larch Capital Partners
Florida
$509K
OFS
410
Opus Financial Solutions
Illinois
$507K
FHC
411
First Heartland Consultants
Missouri
$492K
LWM
412
Liberty Wealth Management
California
$491K
WAS
413
Wealth Advisory Solutions
Indiana
$486K
IFO
414
Independent Family Office
New York
$479K
MSFS
415
Main Street Financial Solutions
Pennsylvania
$478K
RA
416
Rockingstone Advisors
Massachusetts
$465K
BCWM
417
Bartlett & Co Wealth Management
Ohio
$459K
BWP
418
Balboa Wealth Partners
Arizona
$450K
DAS
419
Diversify Advisory Services
Utah
$447K
BAAM
420
Baker Avenue Asset Management
California
$447K
HCM
421
Hutchinson Capital Management
California
$446K
APP
422
Avantax Planning Partners
Iowa
$444K
ACM
423
Advisors Capital Management
New Jersey
$440K
DI
424
Disciplined Investments
Oklahoma
$439K
NIWA
425
New Insight Wealth Advisors
California
$429K