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iShares Floating Rate Bond ETF

638 hedge funds and large institutions have $5.35B invested in iShares Floating Rate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 251 increasing their positions, 222 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 222

6% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 64

0.42% less ownership

Funds ownership: 59.8%59.39% (-0.42%)

1% less capital invested

Capital invested by funds: $5.39B → $5.35B (-$37.7M)

1% less funds holding

Funds holding: 645638 (-7)

5% less funds holding in top 10

Funds holding in top 10: 3836 (-2)

Holders
638
Holders Change
-7
Holders Change %
-1.09%
% of All Funds
7.76%
Holding in Top 10
36
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.26%
% of All Funds
0.44%
New
68
Increased
251
Reduced
222
Closed
64
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
501
Money Concepts Capital
Florida
$275K +$23K +452 +9%
UBP
502
Union Bancaire Privee
Switzerland
$274K +$288K +5,651 New
AA
503
Ancora Advisors
Ohio
$273K -$9.22K -181 -3%
HI
504
Horizon Investments
North Carolina
$271K +$84.4K +1,657 +45%
MA
505
Mezzasalma Advisors
New Jersey
$271K
GWM
506
Geneos Wealth Management
Colorado
$269K -$10.5K -206 -4%
UAS
507
United Asset Strategies
New York
$267K -$25K -490 -9%
FDCDDQ
508
Federation des caisses Desjardins du Quebec
Quebec, Canada
$263K +$25.5K +500 +11%
PGWM
509
Parisi Gray Wealth Management
New Jersey
$262K +$262K +5,148 New
BCG
510
Breakwater Capital Group
New Jersey
$262K +$16.9K +331 +7%
NGA
511
Naples Global Advisors
Florida
$258K -$29.3K -575 -10%
MWM
512
Meridian Wealth Management
Kentucky
$258K -$21K -412 -8%
GAMC
513
Garner Asset Management Corp
Texas
$257K -$163K -3,200 -39%
MLIC
514
Mandatum Life Insurance Company
Finland
$257K
CAS
515
Coppell Advisory Solutions
Texas
$254K
WTC
516
WhitTier Trust Company
Nevada
$252K
PG
517
Patten Group
Tennessee
$251K -$74.1K -1,454 -23%
YDMI
518
Y.D. More Investments
Israel
$248K -$20.4K -400 -2%
CWP
519
CFM Wealth Partners
Texas
$247K
CA
520
Continuum Advisory
Idaho
$239K +$9.58K +188 +4%
LDB
521
Lee, Danner & Bass
Tennessee
$236K
EWA
522
Evolution Wealth Advisors
Florida
$233K
VHAM
523
Van Hulzen Asset Management
California
$231K
PAMG
524
Patton Albertson Miller Group
Tennessee
$229K
Jane Street
525
Jane Street
New York
$227K +$227K +4,465 New