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iShares Floating Rate Bond ETF

669 hedge funds and large institutions have $5.34B invested in iShares Floating Rate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 234 increasing their positions, 266 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
669
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
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
LWM
476
Liberty Wealth Management
California
$371K
MWM
477
Mascagni Wealth Management
Mississippi
$370K
PRI
478
Prepared Retirement Institute
Pennsylvania
$370K
LSWP
479
Liberty Square Wealth Partners
Pennsylvania
$364K
APW
480
Aurora Private Wealth
New Jersey
$362K
SAM
481
Sherman Asset Management
California
$361K
NS
482
NBC Securities
Alabama
$359K
STA
483
Smith Thornton Advisors
Alabama
$358K
AOWM
484
Alpha Omega Wealth Management
Virginia
$357K
CIA
485
Concurrent Investment Advisors
Florida
$356K
BSG
486
Black Swift Group
Colorado
$356K
KWS
487
Keystone Wealth Services
California
$355K
PG
488
Patten Group
Tennessee
$354K
AA
489
Armis Advisers
Georgia
$354K
HI
490
Horizon Investments
North Carolina
$350K
SAM
491
Summit Asset Management
Tennessee
$343K
GS
492
GTS Securities
New York
$339K
COCM
493
Charter Oak Capital Management
New Hampshire
$337K
USCWA
494
U.S. Capital Wealth Advisors
Texas
$331K
ICMM
495
Integrated Capital Management (Michigan)
Michigan
$327K
M&T Bank
496
M&T Bank
New York
$326K
DDPIC
497
Deroy & Devereaux Private Investment Counsel
Michigan
$311K
BPA
498
Beacon Pointe Advisors
California
$311K
BFO
499
Boston Family Office
Massachusetts
$308K
WPW
500
Waldron Private Wealth
Pennsylvania
$304K