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iShares Floating Rate Bond ETF

638 hedge funds and large institutions have $5.35B invested in iShares Floating Rate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 251 increasing their positions, 222 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 222

6% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 64

0.42% less ownership

Funds ownership: 59.8%59.39% (-0.42%)

1% less capital invested

Capital invested by funds: $5.39B → $5.35B (-$37.7M)

1% less funds holding

Funds holding: 645638 (-7)

5% less funds holding in top 10

Funds holding in top 10: 3836 (-2)

Holders
638
Holders Change
-7
Holders Change %
-1.09%
% of All Funds
7.76%
Holding in Top 10
36
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.26%
% of All Funds
0.44%
New
68
Increased
251
Reduced
222
Closed
64
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CISOA
401
Capital Investment Services of America
Wisconsin
$602K -$306K -6,000 -34%
QCM
402
Quantinno Capital Management
New York
$602K +$603K +11,840 New
FFS
403
Founders Financial Securities
Maryland
$595K +$382K +7,499 +178%
SF
404
Summit Financial
New Jersey
$594K -$82.2K -1,613 -12%
AWA
405
American Wealth Advisors
Georgia
$588K +$6.72K +132 +1%
AIC
406
Argus Investors Counsel
New York
$584K -$2.34K -46 -0.4%
KWA
407
Kingswood Wealth Advisors
California
$581K +$149K +2,916 +34%
PFA
408
Professional Financial Advisors
Nebraska
$578K -$22.9K -450 -4%
PCS
409
Private Client Services
Kentucky
$577K +$22.4K +440 +4%
CWM
410
Connecticut Wealth Management
Connecticut
$564K
TFS
411
Thoroughbred Financial Services
Tennessee
$558K +$18.2K +357 +3%
GTWM
412
Global Trust Wealth Management
Florida
$549K +$550K +10,792 New
P
413
&Partners
Tennessee
$546K +$34.6K +679 +7%
RFN
414
RDA Financial Network
Iowa
$539K -$17.8K -349 -3%
PWW
415
Pettyjohn Wood & White
Virginia
$536K
IWM
416
IHT Wealth Management
Illinois
$534K +$535K +10,499 New
NI
417
Natural Investments
California
$533K +$534K +10,493 New
VAG
418
VisionPoint Advisory Group
Texas
$522K +$65.9K +1,294 +14%
AC
419
AlphaCore Capital
California
$519K
RFA
420
Reyes Financial Architecture
California
$512K -$113K -2,210 -18%
MFG
421
Mustico Financial Group
New York
$510K -$40.1K -788 -7%
LCP
422
Larch Capital Partners
Florida
$509K +$510K +10,006 New
OFS
423
Opus Financial Solutions
Illinois
$507K +$508K +9,973 New
FHC
424
First Heartland Consultants
Missouri
$492K +$5.96K +117 +1%
LWM
425
Liberty Wealth Management
California
$491K +$114K +2,244 +30%