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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
WF
451
Welch & Forbes
Massachusetts
$389K
BPA
452
Beacon Pointe Advisors
California
$388K +$75.5K +1,483 +24%
AA
453
Armis Advisers
Georgia
$386K +$1.83K +36 +0.5%
NB
454
Northwest Bancshares
Pennsylvania
$385K -$10.2K -200 -3%
SAM
455
Sherman Asset Management
California
$383K +$26.5K +520 +7%
CFIA
456
Cantor Fitzgerald Investment Advisors
New York
$381K +$4.23K +83 +1%
GS
457
GWN Securities
Florida
$379K -$91.9K -1,805 -20%
FFA
458
Fortune Financial Advisors
Kansas
$379K
MM
459
Meridian Management
Arkansas
$378K
EFG
460
Ethos Financial Group
Pennsylvania
$377K
CPL
461
CAP Partners LLC
Tennessee
$371K +$371K +7,291 New
GWP
462
Gateway Wealth Partners
Wisconsin
$370K +$371K +7,278 New
O3W
463
Omni 360 Wealth
New Jersey
$367K +$117K +2,290 +47%
HGA
464
Hobbs Group Advisors
South Carolina
$365K +$1.53K +30 +0.4%
LSWP
465
Liberty Square Wealth Partners
Pennsylvania
$363K
CAC
466
Certified Advisory Corp
Florida
$361K -$48.6K -955 -12%
BFS
467
BridgePort Financial Solutions
Iowa
$356K -$204K -4,000 -36%
AOWM
468
Alpha Omega Wealth Management
Virginia
$356K
STA
469
Smith Thornton Advisors
Alabama
$355K
PFA
470
Plotkin Financial Advisors
Maryland
$349K +$53.7K +1,055 +18%
GT
471
GreatBanc Trust
Illinois
$345K -$56K -1,100 -14%
BA
472
Bluesphere Advisors
Pennsylvania
$332K -$129K -2,535 -28%
IWA
473
Independent Wealth Advisors
North Carolina
$325K +$326K +6,395 New
USCWA
474
U.S. Capital Wealth Advisors
Texas
$325K -$5.35K -105 -2%
M&T Bank
475
M&T Bank
New York
$324K