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iShares Floating Rate Bond ETF

639 hedge funds and large institutions have $5.38B invested in iShares Floating Rate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 233 increasing their positions, 255 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
639
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
FW
501
FullCircle Wealth
Texas
$267K
BWG
502
Beta Wealth Group
California
$266K
NHC
503
Nicholas Hoffman & Company
Georgia
$263K
AC
504
Addison Capital
Pennsylvania
$261K
MLIC
505
Mandatum Life Insurance Company
Finland
$258K
CAS
506
Coppell Advisory Solutions
Texas
$255K
SG
507
Sharper & Granite
California
$255K
MCC
508
Money Concepts Capital
Florida
$253K
DLCIG
509
D.L. Carlson Investment Group
New Hampshire
$253K
WTC
510
WhitTier Trust Company
Nevada
$252K
O3W
511
Omni 360 Wealth
New Jersey
$251K
MHC
512
May Hill Capital
Massachusetts
$251K
RWA
513
Redhawk Wealth Advisors
Minnesota
$249K
CWP
514
CFM Wealth Partners
Texas
$248K
BCG
515
Breakwater Capital Group
New Jersey
$246K
LA
516
Lifeworks Advisors
Michigan
$245K
RA
517
Rockingstone Advisors
Massachusetts
$239K
FDCDDQ
518
Federation des caisses Desjardins du Quebec
Quebec, Canada
$239K
LDB
519
Lee, Danner & Bass
Tennessee
$237K
EWA
520
Evolution Wealth Advisors
Florida
$234K
VHAM
521
Van Hulzen Asset Management
California
$232K
CA
522
Continuum Advisory
Idaho
$230K
PAMG
523
Patton Albertson Miller Group
Tennessee
$230K
IAG
524
Investment Advisory Group
Massachusetts
$225K
FFG
525
Fiduciary Financial Group
California
$222K