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iShares Floating Rate Bond ETF

642 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, 236 increasing their positions, 255 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
642
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
LWM
451
Liberty Wealth Management
California
$379K
EFG
452
Ethos Financial Group
Pennsylvania
$378K
MWM
453
Mascagni Wealth Management
Mississippi
$371K
FNC
454
First National Corp
Massachusetts
$367K
LSWP
455
Liberty Square Wealth Partners
Pennsylvania
$365K
HGA
456
Hobbs Group Advisors
South Carolina
$365K
RAS
457
RPS Advisory Solutions
Kentucky
$361K
SAM
458
Sherman Asset Management
California
$359K
AOWM
459
Alpha Omega Wealth Management
Virginia
$357K
STA
460
Smith Thornton Advisors
Alabama
$357K
APWA
461
Atlas Private Wealth Advisors
New Jersey
$346K
BA
462
Bard Associates
Illinois
$341K
KWS
463
Keystone Wealth Services
California
$335K
USCWA
464
U.S. Capital Wealth Advisors
Texas
$331K
LC
465
LCNB Corp
Ohio
$330K
EBA
466
Eagle Bay Advisors
New York
$329K
RW
467
Rede Wealth
Virginia
$329K
PG
468
Patten Group
Tennessee
$327K
M&T Bank
469
M&T Bank
New York
$326K
ICMM
470
Integrated Capital Management (Michigan)
Michigan
$322K
SAM
471
Summit Asset Management
Tennessee
$321K
PS
472
Principal Securities
Iowa
$315K
BPA
473
Beacon Pointe Advisors
California
$314K
DDPIC
474
Deroy & Devereaux Private Investment Counsel
Michigan
$312K
CSC
475
Cove Street Capital
California
$312K