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iShares Floating Rate Bond ETF

641 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, 235 increasing their positions, 255 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
641
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
PRI
501
Prepared Retirement Institute
Pennsylvania
$267K
FW
502
FullCircle Wealth
Texas
$267K
BWG
503
Beta Wealth Group
California
$266K
NHC
504
Nicholas Hoffman & Company
Georgia
$263K
AC
505
Addison Capital
Pennsylvania
$261K
MLIC
506
Mandatum Life Insurance Company
Finland
$258K
CAS
507
Coppell Advisory Solutions
Texas
$255K
SG
508
Sharper & Granite
California
$255K
MCC
509
Money Concepts Capital
Florida
$253K
DLCIG
510
D.L. Carlson Investment Group
New Hampshire
$253K
WTC
511
WhitTier Trust Company
Nevada
$252K
O3W
512
Omni 360 Wealth
New Jersey
$251K
MHC
513
May Hill Capital
Massachusetts
$251K
RWA
514
Redhawk Wealth Advisors
Minnesota
$249K
CWP
515
CFM Wealth Partners
Texas
$248K
BCG
516
Breakwater Capital Group
New Jersey
$246K
LA
517
Lifeworks Advisors
Michigan
$245K
RA
518
Rockingstone Advisors
Massachusetts
$239K
FDCDDQ
519
Federation des caisses Desjardins du Quebec
Quebec, Canada
$239K
LDB
520
Lee, Danner & Bass
Tennessee
$237K
EWA
521
Evolution Wealth Advisors
Florida
$234K
VHAM
522
Van Hulzen Asset Management
California
$232K
CA
523
Continuum Advisory
Idaho
$230K
PAMG
524
Patton Albertson Miller Group
Tennessee
$230K
IAG
525
Investment Advisory Group
Massachusetts
$225K