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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
1832 Asset Management
26
1832 Asset Management
Ontario, Canada
$40.3M +$336K +6,589 +0.8%
B
27
Barings
North Carolina
$39.7M
Osaic Holdings
28
Osaic Holdings
Arizona
$39.1M -$6.2M -121,710 -14%
VCA
29
Verdence Capital Advisors
Maryland
$39.1M +$57.5K +1,129 +0.1%
DFG
30
Demars Financial Group
Washington
$36.4M -$1.46M -28,639 -4%
MC
31
McMorgan & Co
California
$33.8M +$5.34M +104,881 +19%
LWM
32
LJI Wealth Management
Indiana
$33.3M +$7.6M +149,124 +29%
DWM
33
Destination Wealth Management
California
$32.8M +$4.8M +94,174 +17%
FSA
34
Financial Sense Advisors
California
$31.4M -$4.58M -89,849 -13%
Focus Partners Wealth
35
Focus Partners Wealth
Massachusetts
$30.4M +$29.9M +587,456 +5,293%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$29M +$1.45M +28,532 +5%
TCM
37
Towercrest Capital Management
Pennsylvania
$28.6M +$264K +5,183 +0.9%
OAM
38
Occidental Asset Management
California
$28.3M -$2.05M -40,213 -7%
WFS
39
Walker Financial Services
Kentucky
$27.9M +$5.52M +108,406 +25%
TWM
40
TriaGen Wealth Management
California
$24.9M +$14.4M +282,422 +136%
US Bancorp
41
US Bancorp
Minnesota
$24.5M +$1.16M +22,739 +5%
HighTower Advisors
42
HighTower Advisors
Illinois
$24M -$4.6M -90,365 -16%
MML Investors Services
43
MML Investors Services
Massachusetts
$22.3M +$845K +16,584 +4%
CCFCSB
44
Cape Cod Five Cents Savings Bank
Massachusetts
$22.1M
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$21.5M +$632K +12,406 +3%
UCFA
46
United Capital Financial Advisors
Texas
$21.3M +$15.9M +312,218 +294%
LG
47
LaFleur & Godfrey
Michigan
$20.6M +$992K +19,468 +5%
DPI
48
Diversified Portfolios Inc
Michigan
$20.5M -$2.85M -56,021 -12%
WJA
49
Willis Johnson & Associates
Texas
$20.3M -$4.81M -94,455 -19%
MWM
50
Modera Wealth Management
New Jersey
$19.8M -$1.23M -24,238 -6%