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iShares Floating Rate Bond ETF

645 hedge funds and large institutions have $5.39B invested in iShares Floating Rate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 237 increasing their positions, 257 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more funds holding in top 10

Funds holding in top 10: 3738 (+1)

1% more capital invested

Capital invested by funds: $5.35B → $5.39B (+$39.8M)

0.09% more ownership

Funds ownership: 59.72%59.8% (+0.09%)

8% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 257

4% less funds holding

Funds holding: 675645 (-30)

25% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 71

Holders
645
Holders Change
-30
Holders Change %
-4.44%
% of All Funds
8.47%
Holding in Top 10
38
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.7%
% of All Funds
0.5%
New
53
Increased
237
Reduced
257
Closed
71
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
401
BridgePort Financial Solutions
Iowa
$562K
RFN
402
RDA Financial Network
Iowa
$559K -$138K -2,706 -20%
PCS
403
Private Client Services
Kentucky
$557K +$81.4K +1,597 +17%
PCA
404
Prosperity Capital Advisors
Ohio
$550K -$1.29M -25,214 -70%
TFS
405
Thoroughbred Financial Services
Tennessee
$542K +$41.2K +809 +8%
WGC
406
Watts Gwilliam & Co
Arizona
$539K
PWW
407
Pettyjohn Wood & White
Virginia
$538K -$30.6K -600 -5%
CCG
408
Ceeto Capital Group
Florida
$536K
LC
409
Luminist Capital
Michigan
$522K +$521K +10,224 New
AC
410
AlphaCore Capital
California
$521K
AFP
411
Alpha Financial Partners
Kentucky
$521K +$133K +2,615 +34%
P
412
&Partners
Tennessee
$514K -$202K -3,968 -28%
WAS
413
Wealth Advisory Solutions
Indiana
$508K -$9.48K -186 -2%
NL
414
NWAM LLC
Washington
$501K -$22.9K -450 -4%
DAS
415
Diversify Advisory Services
Utah
$491K +$20.3K +399 +4%
FHC
416
First Heartland Consultants
Missouri
$488K -$69.1K -1,355 -12%
MIA
417
MMBG Investment Advisors
Florida
$487K
IFO
418
Independent Family Office
New York
$481K
HWM
419
Hohimer Wealth Management
Washington
$478K -$7.34K -144 -2%
GS
420
GWN Securities
Florida
$473K -$46.5K -912 -9%
MSFS
421
Main Street Financial Solutions
Pennsylvania
$473K +$2.55K +50 +0.5%
WIA
422
World Investment Advisors
California
$471K +$25.7K +504 +6%
MFG
423
Mustico Financial Group
New York
$464K -$112K -2,192 -17%
HCM
424
Hutchinson Capital Management
California
$463K -$8.05K -158 -2%
BA
425
Bluesphere Advisors
Pennsylvania
$462K -$121K -2,373 -21%