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iShares Floating Rate Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
476
Summit Asset Management
Tennessee
$357K -$40.1K -786 -10%
AOWM
477
Alpha Omega Wealth Management
Virginia
$357K
DWM
478
Diversify Wealth Management
Utah
$356K +$50.1K +984 +16%
AA
479
Armis Advisers
Georgia
$353K +$1.23K +24 +0.3%
EFG
480
Ethos Financial Group
Pennsylvania
$352K
EL
481
Essex LLC
Illinois
$348K
EFG
482
Elm3 Financial Group
Georgia
$340K -$5.11K -100 -1%
USCWA
483
U.S. Capital Wealth Advisors
Texas
$331K -$26.4K -517 -7%
ICMM
484
Integrated Capital Management (Michigan)
Michigan
$327K -$6.03K -118 -2%
ST
485
Smithfield Trust
Pennsylvania
$325K -$100K -1,962 -24%
BPA
486
Beacon Pointe Advisors
California
$325K +$153 +3 +0%
SPFA
487
Summit Place Financial Advisors
New Jersey
$325K -$72.5K -1,420 -18%
CIA
488
Concurrent Investment Advisors
Florida
$313K +$313K +6,138 New
DDPIC
489
Deroy & Devereaux Private Investment Counsel
Michigan
$311K
UAS
490
United Asset Strategies
New York
$310K -$104K -2,044 -25%
BFO
491
Boston Family Office
Massachusetts
$308K
GM
492
GeoWealth Management
Illinois
$307K +$307K +6,017 +120,340%
GWMR
493
GC Wealth Management RIA
Massachusetts
$307K +$307K +6,017 New
TC
494
Trilogy Capital
California
$307K +$20.3K +397 +7%
CCG
495
Ceeto Capital Group
Florida
$306K
KJHP
496
K.J. Harrison & Partners
Ontario, Canada
$303K +$303K +5,928 New
T
497
Tidemark
California
$299K -$10K -196 -3%
EAM
498
Evanson Asset Management
California
$296K +$2.25K +44 +0.8%
GWM
499
Graybill Wealth Management
Illinois
$295K +$295K +5,775 New
CCM
500
Chilton Capital Management
Texas
$295K