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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
MM
451
Meridian Management
Arkansas
$380K
CFIA
452
Cantor Fitzgerald Investment Advisors
New York
$379K -$1.17K -23 -0.3%
LWM
453
Liberty Wealth Management
California
$379K +$7.03K +138 +2%
EFG
454
Ethos Financial Group
Pennsylvania
$378K -$104K -2,031 -22%
MWM
455
Mascagni Wealth Management
Mississippi
$371K
FNC
456
First National Corp
Massachusetts
$367K -$27.3K -535 -7%
LSWP
457
Liberty Square Wealth Partners
Pennsylvania
$365K
HGA
458
Hobbs Group Advisors
South Carolina
$365K -$18.8K -368 -5%
RAS
459
RPS Advisory Solutions
Kentucky
$361K +$153K +3,002 +74%
SAM
460
Sherman Asset Management
California
$359K -$3.21K -63 -0.9%
AOWM
461
Alpha Omega Wealth Management
Virginia
$357K
STA
462
Smith Thornton Advisors
Alabama
$357K -$2.04K -40 -0.6%
APWA
463
Atlas Private Wealth Advisors
New Jersey
$346K -$362K -7,092 -51%
BA
464
Bard Associates
Illinois
$341K -$225K -4,407 -40%
KWS
465
Keystone Wealth Services
California
$335K -$19.7K -387 -6%
USCWA
466
U.S. Capital Wealth Advisors
Texas
$331K
LC
467
LCNB Corp
Ohio
$330K +$329K +6,454 New
EBA
468
Eagle Bay Advisors
New York
$329K +$39.4K +773 +14%
RW
469
Rede Wealth
Virginia
$329K +$329K +6,446 New
PG
470
Patten Group
Tennessee
$327K -$27.7K -543 -8%
M&T Bank
471
M&T Bank
New York
$326K
ICMM
472
Integrated Capital Management (Michigan)
Michigan
$322K -$5.81K -114 -2%
SAM
473
Summit Asset Management
Tennessee
$321K -$22.6K -443 -7%
PS
474
Principal Securities
Iowa
$315K +$146K +2,872 +87%
BPA
475
Beacon Pointe Advisors
California
$314K +$3.06K +60 +1%