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iShares Floating Rate Bond ETF
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Overview Fund Activity

662 hedge funds and large institutions have $5.3B invested in iShares Floating Rate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 233 increasing their positions, 260 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
+13
Holders Change %
+2%
% of All Funds
8.88%
Holding in Top 10
36
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.26%
% of All Funds
0.48%
New
73
Increased
233
Reduced
260
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QC
Quadrature Capital
United Kingdom
$33.4M
2
WAM
WNY Asset Management
New York
$25.8M
3
TNBTD
Trustmark National Bank Trust Department
Mississippi
$34.1M
4
LPL Financial
LPL Financial
California
$235M
5
Franklin Resources
Franklin Resources
California
$164M

Top Sellers

1
DFG
Demars Financial Group
Washington
$39M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
3
TPWA
TRUE Private Wealth Advisors
Oregon
$2.89M
4
Renaissance Technologies
Renaissance Technologies
New York
$70.3M
5
NYLIM
New York Life Investment Management
New York
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
476
Sherman Asset Management
California
$361K +$1.33K +26 +0.4%
NS
477
NBC Securities
Alabama
$359K +$105K +2,072 +42%
STA
478
Smith Thornton Advisors
Alabama
$358K -$101K -1,975 -22%
AOWM
479
Alpha Omega Wealth Management
Virginia
$357K – – –
CIA
480
Concurrent Investment Advisors
Florida
$356K +$43K +843 +14%
BSG
481
Black Swift Group
Colorado
$356K -$299K -5,860 -46%
KWS
482
Keystone Wealth Services
California
$355K -$102K -2,009 -22%
PG
483
Patten Group
Tennessee
$354K -$308K -6,041 -47%
AA
484
Armis Advisers
Georgia
$354K +$1.89K +37 +0.5%
HI
485
Horizon Investments
North Carolina
$350K +$258K +5,098 +279%
SAM
486
Summit Asset Management
Tennessee
$343K -$14.2K -279 -4%
GS
487
GTS Securities
New York
$339K +$339K +6,636 New
COCM
488
Charter Oak Capital Management
New Hampshire
$337K -$160K -3,140 -32%
USCWA
489
U.S. Capital Wealth Advisors
Texas
$331K – – –
ICMM
490
Integrated Capital Management (Michigan)
Michigan
$327K +$969 +19 +0.3%
M&T Bank
491
M&T Bank
New York
$326K -$95.2K -1,865 -23%
DDPIC
492
Deroy & Devereaux Private Investment Counsel
Michigan
$311K – – –
BPA
493
Beacon Pointe Advisors
California
$311K -$13.9K -272 -4%
BFO
494
Boston Family Office
Massachusetts
$308K – – –
WPW
495
Waldron Private Wealth
Pennsylvania
$304K +$304K +5,962 New
TC
496
Trilogy Capital
California
$303K -$3.93K -77 -1%
FAG
497
Fortitude Advisory Group
Washington
$302K +$21.7K +425 +8%
HCA
498
Heck Capital Advisors
Wisconsin
$301K -$2.33M -45,745 -89%
EAM
499
Evanson Asset Management
California
$299K +$3.67K +72 +1%
BCG
500
Breakwater Capital Group
New Jersey
$298K -$220K -4,314 -42%
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