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iShares Floating Rate Bond ETF

645 hedge funds and large institutions have $5.39B invested in iShares Floating Rate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 237 increasing their positions, 257 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more funds holding in top 10

Funds holding in top 10: 3738 (+1)

1% more capital invested

Capital invested by funds: $5.35B → $5.39B (+$39.8M)

0.09% more ownership

Funds ownership: 59.72%59.8% (+0.09%)

8% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 257

4% less funds holding

Funds holding: 675645 (-30)

25% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 71

Holders
645
Holders Change
-30
Holders Change %
-4.44%
% of All Funds
8.47%
Holding in Top 10
38
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.7%
% of All Funds
0.5%
New
53
Increased
237
Reduced
257
Closed
71
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DDPIC
476
Deroy & Devereaux Private Investment Counsel
Michigan
$312K
CSC
477
Cove Street Capital
California
$312K +$112K +2,198 +56%
Susquehanna International Group
478
Susquehanna International Group
Pennsylvania
$310K -$2.28M -44,807 -88%
COCM
479
Charter Oak Capital Management
New Hampshire
$309K -$28.4K -558 -8%
BFO
480
Boston Family Office
Massachusetts
$308K
VIP
481
Viewpoint Investment Partners
Alberta, Canada
$307K +$307K +6,015 New
FAG
482
Fortitude Advisory Group
Washington
$305K +$2.65K +52 +0.9%
WPW
483
Waldron Private Wealth
Pennsylvania
$305K
EAM
484
Evanson Asset Management
California
$303K +$3.72K +73 +1%
FDW
485
Fourth Dimension Wealth
Ohio
$303K +$54.7K +1,073 +22%
HCA
486
Heck Capital Advisors
Wisconsin
$302K +$918 +18 +0.3%
T
487
Tidemark
California
$299K
PFA
488
Plotkin Financial Advisors
Maryland
$296K +$296K +5,800 New
UAS
489
United Asset Strategies
New York
$294K +$1.73K +34 +0.6%
NGA
490
Naples Global Advisors
Florida
$289K +$2.55K +50 +0.9%
KWM
491
Keebeck Wealth Management
Illinois
$287K +$286K +5,620 New
CCM
492
Chilton Capital Management
Texas
$284K
ACA
493
Anchor Capital Advisors
Massachusetts
$284K -$545K -10,700 -66%
AA
494
Ancora Advisors
Ohio
$283K +$44K +864 +18%
PIMG
495
Patriot Investment Management Group
Tennessee
$282K
CAM
496
Cresset Asset Management
Illinois
$281K
GWM
497
Geneos Wealth Management
Colorado
$281K -$292K -5,723 -51%
MWM
498
Meridian Wealth Management
Kentucky
$280K +$280K +5,490 New
ESB
499
Essex Savings Bank
Connecticut
$276K +$276K +5,410 New
CIA
500
Concurrent Investment Advisors
Florida
$276K -$80.9K -1,588 -23%