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iShares Floating Rate Bond ETF

648 hedge funds and large institutions have $6.21B invested in iShares Floating Rate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 319 increasing their positions, 188 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
-4
Holders Change %
-0.61%
% of All Funds
8.8%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
0.52%
New
59
Increased
319
Reduced
188
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MCC
526
Money Concepts Capital
Florida
$233K +$233K +4,556 New
IFA
527
Interactive Financial Advisors
Illinois
$232K -$2.86K -56 -1%
TA
528
TrueWealth Advisors
Alabama
$232K
FDCDDQ
529
Federation des caisses Desjardins du Quebec
Quebec, Canada
$231K +$14.5K +285 +7%
IAG
530
Investment Advisory Group
Massachusetts
$230K
CWS
531
Cypress Wealth Services
California
$228K -$25.3K -495 -10%
KAS
532
KPP Advisory Services
Kentucky
$227K
EB
533
Exchange Bank
California
$225K
WCP
534
Wick Capital Partners
Pennsylvania
$224K
First Manhattan
535
First Manhattan
New York
$224K +$8.53K +167 +4%
RL
536
Rogco LP
Oklahoma
$222K +$207K +4,055 +1,408%
PIA
537
Powell Investment Advisors
Florida
$221K -$17.2K -337 -7%
IWM
538
IHT Wealth Management
Illinois
$221K -$59.5K -1,166 -21%
EWA
539
Elevate Wealth Advisory
Georgia
$220K +$357 +7 +0.2%
RWA
540
Redhawk Wealth Advisors
Minnesota
$218K +$1.63K +32 +0.8%
WJWM
541
Williams Jones Wealth Management
New York
$217K
PCA
542
Peddock Capital Advisors
Massachusetts
$217K +$13.6K +267 +7%
CAL
543
Capital Advisors Ltd
Ohio
$216K -$48K -940 -18%
LWM
544
Lionsbridge Wealth Management
Florida
$213K +$213K +4,170 New
QC
545
Quadrature Capital
United Kingdom
$207K +$207K +4,064 New
FCI
546
Financial Counselors Inc
Kansas
$205K -$153 -3 -0.1%
SWP
547
Summit Wealth Partners
Florida
$205K -$24.8K -485 -11%
DWT
548
Dorsey & Whitney Trust
South Dakota
$204K -$51.1K -1,000 -20%
HWM
549
HB Wealth Management
Georgia
$204K +$204K +3,995 New
CAL
550
Capital Analysts LLC
Pennsylvania
$190K +$149K +2,930 +365%