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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 %
BCG
426
Breakwater Capital Group
New Jersey
$519K +$12.8K +250 +3%
WAS
427
Wealth Advisory Solutions
Indiana
$516K -$45.5K -891 -8%
BCWM
428
Bartlett & Co Wealth Management
Ohio
$511K
GF
429
Gries Financial
Ohio
$508K -$705K -13,810 -58%
WB
430
WesBanco Bank
West Virginia
$506K -$40.4K -792 -7%
FFS
431
Founders Financial Securities
Maryland
$503K +$45.1K +886 +10%
COCM
432
Charter Oak Capital Management
New Hampshire
$498K +$174K +3,418 +54%
MSFS
433
Main Street Financial Solutions
Pennsylvania
$494K +$15.7K +308 +3%
LDB
434
Lee, Danner & Bass
Tennessee
$492K
KLCM
435
KG&L Capital Management
Louisiana
$491K +$220K +4,303 +81%
CAC
436
Certified Advisory Corp
Florida
$486K -$15.1K -296 -3%
IFO
437
Independent Family Office
New York
$481K
FDW
438
Fourth Dimension Wealth
Ohio
$478K +$478K +9,366 +468,300%
HCM
439
Hutchinson Capital Management
California
$478K -$6.99K -137 -1%
BWP
440
Balboa Wealth Partners
Arizona
$474K +$474K +9,292 New
ORC
441
O'Rourke & Company
Massachusetts
$472K +$472K +9,251 New
MIH
442
Meitav Investment House
Israel
$471K +$203K +3,974 +76%
HWM
443
Hohimer Wealth Management
Washington
$471K +$58.7K +1,150 +14%
NL
444
NWAM LLC
Washington
$471K +$471K +9,220 New
BAM
445
BTS Asset Management
Massachusetts
$463K -$491K -9,627 -51%
STA
446
Smith Thornton Advisors
Alabama
$459K
APP
447
Avantax Planning Partners
Iowa
$458K -$11.4K -224 -2%
KWS
448
Keystone Wealth Services
California
$458K -$33.8K -662 -7%
FFN
449
Focus Financial Network
Minnesota
$456K +$87.8K +1,720 +24%
TPA
450
Trivium Point Advisory
Connecticut
$451K -$502K -9,825 -53%