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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 %
T
501
Tidemark
California
$298K – – –
MCC
502
Money Concepts Capital
Florida
$295K +$62.8K +1,230 +27%
YDMI
503
Y.D. More Investments
Israel
$294K +$6.18K +500 +2%
UAS
504
United Asset Strategies
New York
$291K -$18.4K -361 -6%
EBA
505
Eagle Bay Advisors
New York
$289K -$77.7K -1,522 -21%
NGA
506
Naples Global Advisors
Florida
$286K -$5.1K -100 -2%
CCM
507
Chilton Capital Management
Texas
$284K -$10.7K -210 -4%
PIMG
508
Patriot Investment Management Group
Tennessee
$282K – – –
MA
509
Mezzasalma Advisors
New Jersey
$279K – – –
EL
510
Essex LLC
Illinois
$279K -$69.1K -1,355 -20%
SCI
511
Stableford Capital II
Arizona
$275K – – –
FW
512
FullCircle Wealth
Texas
$273K – – –
LA
513
Lifeworks Advisors
Michigan
$272K +$272K +5,335 New
NHC
514
Nicholas Hoffman & Company
Georgia
$263K – – –
AC
515
Addison Capital
Pennsylvania
$261K – – –
FFG
516
Fiduciary Financial Group
California
$260K – – –
O3W
517
Omni 360 Wealth
New Jersey
$259K +$259K +5,070 New
GAMC
518
Garner Asset Management Corp
Texas
$258K -$169K -3,320 -40%
MLIC
519
Mandatum Life Insurance Company
Finland
$258K – – –
CTWM
520
Cherry Tree Wealth Management
Minnesota
$257K -$101K -1,984 -28%
BWP
521
Burling Wealth Partners
Illinois
$255K +$255K +5,000 New
CAS
522
Coppell Advisory Solutions
Texas
$255K +$255K +5,000 New
DLCIG
523
D.L. Carlson Investment Group
New Hampshire
$253K -$934K -18,300 -79%
WTC
524
WhitTier Trust Company
Nevada
$253K – – –
OAS
525
Optivise Advisory Services
Tennessee
$250K +$15.9K +311 +7%
19 20
21
22 23