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iShares Floating Rate Bond ETF
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Overview Fund Activity

662 hedge funds and large institutions have $5.3B invested in iShares Floating Rate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 233 increasing their positions, 260 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
+13
Holders Change %
+2%
% of All Funds
8.88%
Holding in Top 10
36
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.26%
% of All Funds
0.48%
New
73
Increased
233
Reduced
260
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QC
Quadrature Capital
United Kingdom
+$33.2M
2
WAM
WNY Asset Management
New York
+$20.9M
3
TNBTD
Trustmark National Bank Trust Department
Mississippi
+$20.6M
4
LPL Financial
LPL Financial
California
+$17.4M
5
Franklin Resources
Franklin Resources
California
+$16M

Top Sellers

1
DFG
Demars Financial Group
Washington
-$1.98B
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$43.5M
3
TPWA
TRUE Private Wealth Advisors
Oregon
-$42M
4
Renaissance Technologies
Renaissance Technologies
New York
-$41.1M
5
NYLIM
New York Life Investment Management
New York
-$23.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PHAM
451
Palisades Hudson Asset Management
Florida
$437K +$437K +8,571 New
OC
452
Opinicus Capital
Florida
$436K +$33.4K +654 +8%
RSF
453
Rik Saylor Financial
Ohio
$428K -$12.4K -243 -3%
VAG
454
VisionPoint Advisory Group
Texas
$420K +$420K +8,236 New
TSS
455
Two Sigma Securities
New York
$420K +$420K +8,234 New
FFS
456
Flavin Financial Services
Florida
$419K -$299K -5,851 -42%
EWA
457
EP Wealth Advisors
California
$410K – – –
CL
458
Choreo LLC
Illinois
$404K +$26.3K +515 +7%
GTAM
459
Global Trust Asset Management
Florida
$404K -$171K -3,345 -30%
RWM
460
Revisor Wealth Management
Ohio
$403K -$507K -9,961 -56%
NB
461
Northwest Bancshares
Pennsylvania
$398K – – –
FNC
462
First National Corp
Massachusetts
$395K +$33.2K +651 +9%
FIBT
463
First International Bank & Trust
North Dakota
$395K – – –
CIS
464
Continental Investors Services
Washington
$393K -$14.7K -288 -4%
AFP
465
Alpha Financial Partners
Kentucky
$387K +$387K +7,580 New
SW
466
SteelPeak Wealth
California
$386K -$22.8K -446 -6%
HGA
467
Hobbs Group Advisors
South Carolina
$383K -$302K -5,929 -44%
FFA
468
Fortune Financial Advisors
Kansas
$380K – – –
CFIA
469
Cantor Fitzgerald Investment Advisors
New York
$379K -$5.2K -102 -1%
MM
470
Meridian Management
Arkansas
$379K – – –
LWM
471
Liberty Wealth Management
California
$371K -$371K -7,271 -50%
MWM
472
Mascagni Wealth Management
Mississippi
$370K – – –
PRI
473
Prepared Retirement Institute
Pennsylvania
$370K -$164K -3,209 -31%
LSWP
474
Liberty Square Wealth Partners
Pennsylvania
$364K – – –
APW
475
Aurora Private Wealth
New Jersey
$362K +$2.19K +43 +0.6%
17 18
19
20 21