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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
NGA
501
Naples Global Advisors
Florida
$291K
MWM
502
Modern Wealth Management
Kansas
$291K
RFM
503
Royal Fund Management
Florida
$284K
PIMG
504
Patriot Investment Management Group
Tennessee
$282K
MA
505
Mezzasalma Advisors
New Jersey
$280K
FAG
506
Fortitude Advisory Group
Washington
$279K
VHAM
507
Van Hulzen Asset Management
California
$274K
SCI
508
Stableford Capital II
Arizona
$274K
MWP
509
Moller Wealth Partners
$273K
FW
510
FullCircle Wealth
Texas
$273K
YDMI
511
Y.D. More Investments
Israel
$269K
NHC
512
Nicholas Hoffman & Company
Georgia
$263K
SWM
513
Seaside Wealth Management
California
$262K
AC
514
Addison Capital
Pennsylvania
$261K
SIG
515
Spinnaker Investment Group
California
$260K
MLIC
516
Mandatum Life Insurance Company
Finland
$258K
FFG
517
Fiduciary Financial Group
California
$257K
NS
518
NBC Securities
Alabama
$254K
WTC
519
WhitTier Trust Company
Nevada
$253K
PIWA
520
Prevail Innovative Wealth Advisors
Kansas
$250K
CWP
521
CFM Wealth Partners
Texas
$248K
SIC
522
Salem Investment Counselors
North Carolina
$239K
RA
523
Rockingstone Advisors
Massachusetts
$239K
AA
524
Ancora Advisors
Ohio
$238K
OAS
525
Optivise Advisory Services
Tennessee
$234K