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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
AG
501
Ascent Group
Virginia
$275K +$27.3K +536 +11%
MA
502
Mezzasalma Advisors
New Jersey
$272K -$7.95K -156 -3%
YDMI
503
Y.D. More Investments
Israel
$269K -$25.5K -500 -2%
PRI
504
Prepared Retirement Institute
Pennsylvania
$267K -$103K -2,012 -28%
FW
505
FullCircle Wealth
Texas
$267K -$5.1K -100 -2%
BWG
506
Beta Wealth Group
California
$266K +$266K +5,215 New
NHC
507
Nicholas Hoffman & Company
Georgia
$263K
AC
508
Addison Capital
Pennsylvania
$261K
MLIC
509
Mandatum Life Insurance Company
Finland
$258K
CAS
510
Coppell Advisory Solutions
Texas
$255K
SG
511
Sharper & Granite
California
$255K +$4.18K +82 +2%
MCC
512
Money Concepts Capital
Florida
$253K -$42.3K -829 -14%
DLCIG
513
D.L. Carlson Investment Group
New Hampshire
$253K
WTC
514
WhitTier Trust Company
Nevada
$252K
O3W
515
Omni 360 Wealth
New Jersey
$251K -$7.65K -150 -3%
MHC
516
May Hill Capital
Massachusetts
$251K -$222K -4,352 -47%
RWA
517
Redhawk Wealth Advisors
Minnesota
$249K +$28.2K +553 +13%
CWP
518
CFM Wealth Partners
Texas
$248K
BCG
519
Breakwater Capital Group
New Jersey
$246K -$52.7K -1,033 -18%
LA
520
Lifeworks Advisors
Michigan
$245K -$27.5K -540 -10%
RA
521
Rockingstone Advisors
Massachusetts
$239K
FDCDDQ
522
Federation des caisses Desjardins du Quebec
Quebec, Canada
$239K
LDB
523
Lee, Danner & Bass
Tennessee
$237K -$255K -5,000 -52%
EWA
524
Evolution Wealth Advisors
Florida
$234K
VHAM
525
Van Hulzen Asset Management
California
$232K -$11.2K -220 -5%