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iShares Floating Rate Bond ETF

648 hedge funds and large institutions have $6.21B invested in iShares Floating Rate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 319 increasing their positions, 188 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
-4
Holders Change %
-0.61%
% of All Funds
8.8%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
0.52%
New
59
Increased
319
Reduced
188
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWW
401
Pettyjohn Wood & White
Virginia
$598K
AWM
402
Ameliora Wealth Management
Switzerland
$593K -$40.8K -800 -6%
FHC
403
First Heartland Consultants
Missouri
$584K +$28.9K +567 +5%
IC
404
Innealta Capital
Texas
$581K -$56.8K -1,113 -9%
GTAM
405
Global Trust Asset Management
Florida
$575K -$550K -10,766 -49%
XT
406
XTX Topco
Cayman Islands
$575K +$340K +6,665 +145%
DI
407
Disciplined Investments
Oklahoma
$574K -$116K -2,275 -17%
PWM
408
Perigon Wealth Management
California
$573K -$192K -3,760 -25%
MIA
409
MMBG Investment Advisors
Florida
$568K -$197K -3,865 -26%
BA
410
Bard Associates
Illinois
$564K +$169K +3,317 +43%
BFS
411
BridgePort Financial Solutions
Iowa
$561K +$14K +274 +3%
SAS
412
Stelac Advisory Services
New York
$560K -$99.5K -1,950 -15%
KC
413
Knuff & Co
California
$556K +$145K +2,835 +35%
AIC
414
Argus Investors Counsel
New York
$550K +$5K +98 +0.9%
RWM
415
Rialto Wealth Management
New York
$544K +$10K +196 +2%
WF
416
Welch & Forbes
Massachusetts
$541K -$31.9K -625 -6%
PJSIMP
417
P.J. Schmidt Investment Management (PJS)
Wisconsin
$541K +$276K +5,415 +104%
DF
418
Dunhill Financial
United Kingdom
$537K +$537K +4,430 New
NI
419
Natural Investments
California
$535K +$535K +10,488 New
PRI
420
Prepared Retirement Institute
Pennsylvania
$534K -$368K -7,215 -41%
KWA
421
Kingswood Wealth Advisors
California
$531K +$313K +6,124 +143%
T
422
Tableaux
Massachusetts
$521K +$521K +10,213 New
AC
423
AlphaCore Capital
California
$521K +$521K +10,200 New
NG
424
Novem Group
New York
$520K +$23.8K +467 +5%
TDC
425
Thompson Davis & Co
Virginia
$520K +$26K +510 +5%