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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
BWP
426
Balboa Wealth Partners
Arizona
$462K -$15.6K -307 -3%
BCWM
427
Bartlett & Co Wealth Management
Ohio
$461K -$51K -1,001 -10%
VAG
428
VisionPoint Advisory Group
Texas
$458K +$37.7K +739 +9%
DI
429
Disciplined Investments
Oklahoma
$458K -$39.7K -778 -8%
APP
430
Avantax Planning Partners
Iowa
$453K
PHAM
431
Palisades Hudson Asset Management
Florida
$442K +$3.77K +74 +0.9%
KWA
432
Kingswood Wealth Advisors
California
$435K -$41.4K -812 -9%
WB
433
WesBanco Bank
West Virginia
$433K -$73.1K -1,435 -14%
UIM
434
Unified Investment Management
Georgia
$428K +$427K +8,375 New
Cerity Partners
435
Cerity Partners
New York
$426K -$22.9K -449 -5%
RSF
436
Rik Saylor Financial
Ohio
$423K -$5.61K -110 -1%
GAMC
437
Garner Asset Management Corp
Texas
$422K +$163K +3,200 +63%
TDC
438
Thompson Davis & Co
Virginia
$422K -$20.2K -397 -5%
NFSG
439
Newbridge Financial Services Group
Florida
$413K +$213K +4,186 +107%
CAC
440
Certified Advisory Corp
Florida
$412K -$68.7K -1,347 -14%
SC
441
Savant Capital
Illinois
$408K -$30.1K -590 -7%
CL
442
Choreo LLC
Illinois
$405K
GT
443
GreatBanc Trust
Illinois
$403K +$402K +7,885 New
NB
444
Northwest Bancshares
Pennsylvania
$396K -$2.55K -50 -0.6%
CIS
445
Continental Investors Services
Washington
$394K +$1.32K +26 +0.3%
WF
446
Welch & Forbes
Massachusetts
$391K -$140K -2,750 -26%
OC
447
Opinicus Capital
Florida
$390K -$46.5K -912 -11%
GTAM
448
Global Trust Asset Management
Florida
$389K -$15.4K -303 -4%
AA
449
Armis Advisers
Georgia
$384K +$31.1K +611 +9%
FFA
450
Fortune Financial Advisors
Kansas
$380K