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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
WAS
426
Wealth Advisory Solutions
Indiana
$486K -$20.2K -397 -4%
IFO
427
Independent Family Office
New York
$479K
MSFS
428
Main Street Financial Solutions
Pennsylvania
$478K +$7.54K +148 +2%
RA
429
Rockingstone Advisors
Massachusetts
$465K +$228K +4,470 +96%
BCWM
430
Bartlett & Co Wealth Management
Ohio
$459K
BWP
431
Balboa Wealth Partners
Arizona
$450K -$10.4K -205 -2%
DAS
432
Diversify Advisory Services
Utah
$447K -$44.7K -878 -9%
BAAM
433
Baker Avenue Asset Management
California
$447K -$18.5M -363,917 -98%
HCM
434
Hutchinson Capital Management
California
$446K -$15.1K -297 -3%
APP
435
Avantax Planning Partners
Iowa
$444K -$7.18K -141 -2%
ACM
436
Advisors Capital Management
New Jersey
$440K +$218K +4,289 +99%
DI
437
Disciplined Investments
Oklahoma
$439K -$16.1K -316 -4%
NIWA
438
New Insight Wealth Advisors
California
$429K -$267K -5,244 -38%
KWM
439
Keebeck Wealth Management
Illinois
$426K +$140K +2,756 +49%
TWCA
440
Two West Capital Advisors
Kansas
$420K -$226K -4,439 -35%
EWA
441
EP Wealth Advisors
California
$420K +$421K +8,257 New
UIM
442
Unified Investment Management
Georgia
$420K -$6.37K -125 -1%
XT
443
XTX Topco
Cayman Islands
$416K +$205K +4,032 +97%
Cerity Partners
444
Cerity Partners
New York
$411K -$13.6K -267 -3%
TDC
445
Thompson Davis & Co
Virginia
$408K -$12.2K -239 -3%
SRCM
446
Signature Resources Capital Management
California
$405K +$406K +7,966 New
WB
447
WesBanco Bank
West Virginia
$400K -$31.9K -627 -7%
RSF
448
Rik Saylor Financial
Ohio
$395K -$26.9K -528 -6%
CL
449
Choreo LLC
Illinois
$393K -$9.53K -187 -2%
SC
450
Savant Capital
Illinois
$393K -$13.5K -265 -3%