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iShares Floating Rate Bond ETF
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Overview Fund Activity

648 hedge funds and large institutions have $6.21B invested in iShares Floating Rate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 319 increasing their positions, 188 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
-4
Holders Change %
-0.61%
% of All Funds
8.8%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
0.52%
New
59
Increased
319
Reduced
188
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$78.4M
2
Bank of America
Bank of America
North Carolina
+$49.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$44.5M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$43.5M
5
VCA
Verdence Capital Advisors
Maryland
+$36.9M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$219M
2
MC
McMorgan & Co
California
-$22.1M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$17.5M
4
RWM
Rezny Wealth Management
Florida
-$13.7M
5
WWM
Whalen Wealth Management
Nevada
-$7.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPWA
26
TRUE Private Wealth Advisors
Oregon
$44.9M +$3.1M +60,820 +7%
Schroder Investment Management Group
27
Schroder Investment Management Group
United Kingdom
$43.5M +$43.5M +851,628 New
B
28
Barings
North Carolina
$39.8M -$4.59M -90,000 -10%
VCA
29
Verdence Capital Advisors
Maryland
$38.9M +$36.9M +722,615 +1,841%
1832 Asset Management
30
1832 Asset Management
Ontario, Canada
$38.2M -$87.6K -1,715 -0.2%
DPI
31
Diversified Portfolios Inc
Michigan
$37.6M +$4.87M +95,358 +15%
MML Investors Services
32
MML Investors Services
Massachusetts
$35.9M +$1.44M +28,255 +4%
Osaic Holdings
33
Osaic Holdings
Arizona
$35.5M +$5.41M +105,899 +18%
Kovitz Investment Group Partners
34
Kovitz Investment Group Partners
Illinois
$31.8M +$3.07M +60,050 +11%
HighTower Advisors
35
HighTower Advisors
Illinois
$30.9M +$7.14M +139,868 +30%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$30.8M +$11.1M +216,557 +56%
OAM
37
Occidental Asset Management
California
$28M +$13.4M +261,857 +92%
TCM
38
Towercrest Capital Management
Pennsylvania
$27M -$6.48M -126,957 -19%
AWS
39
Atria Wealth Solutions
New York
$26.8M +$8.08M +158,270 +43%
DWM
40
Destination Wealth Management
California
$25.4M +$940K +18,418 +4%
OIA
41
OneDigital Investment Advisors
Kansas
$23.2M +$7.68M +150,536 +49%
MWM
42
Modera Wealth Management
New Jersey
$23.1M -$1.55M -30,302 -6%
WJA
43
Willis Johnson & Associates
Texas
$23.1M +$1.28M +25,006 +6%
Goldman Sachs
44
Goldman Sachs
New York
$23M -$258K -5,049 -1%
CCFCSB
45
Cape Cod Five Cents Savings Bank
Massachusetts
$22.1M – – –
SCTC
46
Sanibel Captiva Trust Company
Florida
$21.6M +$17.4M +340,885 +415%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$21.5M +$210K +4,119 +1%
Stifel Financial
48
Stifel Financial
Missouri
$19.9M +$389K +7,619 +2%
SEI Investments
49
SEI Investments
Pennsylvania
$19.5M +$19.5M +382,699 New
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$19.4M +$1.04M +20,365 +6%
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