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iShares Floating Rate Bond ETF

635 hedge funds and large institutions have $5.37B invested in iShares Floating Rate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 230 increasing their positions, 254 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
635
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
451
Sherman Asset Management
California
$359K
AOWM
452
Alpha Omega Wealth Management
Virginia
$357K
STA
453
Smith Thornton Advisors
Alabama
$357K
APWA
454
Atlas Private Wealth Advisors
New Jersey
$346K
BA
455
Bard Associates
Illinois
$341K
KWS
456
Keystone Wealth Services
California
$335K
CAM
457
Cresset Asset Management
Illinois
$332K
USCWA
458
U.S. Capital Wealth Advisors
Texas
$331K
LC
459
LCNB Corp
Ohio
$330K
EBA
460
Eagle Bay Advisors
New York
$329K
RW
461
Rede Wealth
Virginia
$329K
PG
462
Patten Group
Tennessee
$327K
M&T Bank
463
M&T Bank
New York
$326K
ICMM
464
Integrated Capital Management (Michigan)
Michigan
$322K
SAM
465
Summit Asset Management
Tennessee
$321K
PS
466
Principal Securities
Iowa
$315K
BPA
467
Beacon Pointe Advisors
California
$314K
DDPIC
468
Deroy & Devereaux Private Investment Counsel
Michigan
$312K
CSC
469
Cove Street Capital
California
$312K
Susquehanna International Group
470
Susquehanna International Group
Pennsylvania
$310K
COCM
471
Charter Oak Capital Management
New Hampshire
$309K
BFO
472
Boston Family Office
Massachusetts
$308K
VIP
473
Viewpoint Investment Partners
Alberta, Canada
$307K
FAG
474
Fortitude Advisory Group
Washington
$305K
WPW
475
Waldron Private Wealth
Pennsylvania
$305K