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iShares Floating Rate Bond ETF

649 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
649
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
476
Summit Asset Management
Tennessee
$357K
AOWM
477
Alpha Omega Wealth Management
Virginia
$357K
DWM
478
Diversify Wealth Management
Utah
$356K
AA
479
Armis Advisers
Georgia
$353K
EFG
480
Ethos Financial Group
Pennsylvania
$352K
EL
481
Essex LLC
Illinois
$348K
EFG
482
Elm3 Financial Group
Georgia
$340K
USCWA
483
U.S. Capital Wealth Advisors
Texas
$331K
ICMM
484
Integrated Capital Management (Michigan)
Michigan
$327K
ST
485
Smithfield Trust
Pennsylvania
$325K
BPA
486
Beacon Pointe Advisors
California
$325K
SPFA
487
Summit Place Financial Advisors
New Jersey
$325K
CIA
488
Concurrent Investment Advisors
Florida
$313K
DDPIC
489
Deroy & Devereaux Private Investment Counsel
Michigan
$311K
UAS
490
United Asset Strategies
New York
$310K
BFO
491
Boston Family Office
Massachusetts
$308K
GM
492
GeoWealth Management
Illinois
$307K
GWMR
493
GC Wealth Management RIA
Massachusetts
$307K
TC
494
Trilogy Capital
California
$307K
CCG
495
Ceeto Capital Group
Florida
$306K
KJHP
496
K.J. Harrison & Partners
Ontario, Canada
$303K
T
497
Tidemark
California
$299K
EAM
498
Evanson Asset Management
California
$296K
GWM
499
Graybill Wealth Management
Illinois
$295K
CCM
500
Chilton Capital Management
Texas
$295K