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iShares Floating Rate Bond ETF
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Overview Fund Activity

662 hedge funds and large institutions have $5.3B invested in iShares Floating Rate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 233 increasing their positions, 260 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
+13
Holders Change %
+2%
% of All Funds
8.88%
Holding in Top 10
36
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.26%
% of All Funds
0.48%
New
73
Increased
233
Reduced
260
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QC
Quadrature Capital
United Kingdom
$33.4M
2
WAM
WNY Asset Management
New York
$25.8M
3
TNBTD
Trustmark National Bank Trust Department
Mississippi
$34.1M
4
LPL Financial
LPL Financial
California
$235M
5
Franklin Resources
Franklin Resources
California
$164M

Top Sellers

1
DFG
Demars Financial Group
Washington
$39M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
3
TPWA
TRUE Private Wealth Advisors
Oregon
$2.89M
4
Renaissance Technologies
Renaissance Technologies
New York
$70.3M
5
NYLIM
New York Life Investment Management
New York
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
526
Sharper & Granite
California
$249K +$249K +4,900 New
GM
527
GeoWealth Management
Illinois
$248K -$59K -1,157 -19%
FDW
528
Fourth Dimension Wealth
Ohio
$248K -$230K -4,509 -48%
AG
529
Ascent Group
Virginia
$248K -$4.69M -91,859 -95%
CWP
530
CFM Wealth Partners
Texas
$247K – – –
GWMR
531
GC Wealth Management RIA
Massachusetts
$247K -$60.2K -1,179 -20%
MWM
532
Modern Wealth Management
Kansas
$246K -$44.7K -876 -15%
VHAM
533
Van Hulzen Asset Management
California
$243K -$30.6K -600 -11%
RA
534
Rockingstone Advisors
Massachusetts
$239K – – –
FDCDDQ
535
Federation des caisses Desjardins du Quebec
Quebec, Canada
$239K +$7.76K +152 +3%
AA
536
Ancora Advisors
Ohio
$239K +$765 +15 +0.3%
IWM
537
IHT Wealth Management
Illinois
$237K +$15.4K +302 +7%
EWA
538
Evolution Wealth Advisors
Florida
$234K +$234K +4,580 New
TCMP
539
Thrive Capital Management (Pennsylvania)
Pennsylvania
$233K +$233K +4,576 New
IFA
540
Interactive Financial Advisors
Illinois
$228K -$3.57K -70 -2%
CFB
541
Cullen/Frost Bankers
Texas
$225K +$49.1K +963 +28%
TPW
542
Talon Private Wealth
Florida
$225K +$225K +4,407 New
WWM
543
WJ Wealth Management
Arizona
$224K -$513K -10,047 -70%
IAG
544
Investment Advisory Group
Massachusetts
$224K -$5.1K -100 -2%
WCP
545
Wick Capital Partners
Pennsylvania
$224K +$175K +15,631 +356%
RL
546
Rogco LP
Oklahoma
$222K – – –
PIA
547
Powell Investment Advisors
Florida
$221K – – –
RWA
548
Redhawk Wealth Advisors
Minnesota
$221K +$2.6K +51 +1%
SIG
549
Spinnaker Investment Group
California
$220K -$40.5K -793 -16%
PCA
550
Peddock Capital Advisors
Massachusetts
$219K +$2.81K +55 +1%
20 21
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