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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 %
EFG
551
Elm3 Financial Group
Georgia
$217K -$122K -2,400 -36%
WJWM
552
Williams Jones Wealth Management
New York
$217K – – –
KAS
553
KPP Advisory Services
Kentucky
$212K -$15.3K -300 -7%
EB
554
Exchange Bank
California
$208K -$16.4K -321 -7%
RAS
555
RPS Advisory Solutions
Kentucky
$208K +$208K +4,069 New
NFP
556
Narus Financial Partners
Utah
$207K +$207K +4,066 New
SWP
557
Summit Wealth Partners
Florida
$204K – – –
GWM
558
Graybill Wealth Management
Illinois
$204K -$90.6K -1,775 -31%
SPFA
559
Summit Place Financial Advisors
New Jersey
$202K -$122K -2,400 -38%
KA
560
Kovack Advisors
Florida
$201K +$201K +3,947 New
CA
561
Continuum Advisory
Idaho
$201K +$83.5K +1,637 +71%
NFSG
562
Newbridge Financial Services Group
Florida
$199K +$199K +3,907 New
CSC
563
Cove Street Capital
California
$199K +$86.8K +1,701 +77%
CAL
564
Capital Advisors Ltd
Ohio
$199K -$16.7K -327 -8%
WT
565
Whittier Trust
California
$197K +$141K +2,760 +250%
CAL
566
Capital Analysts LLC
Pennsylvania
$188K -$2.24K -44 -1%
GEA
567
Glen Eagle Advisors
New Jersey
$183K +$357 +7 +0.2%
CT
568
Coastline Trust
Rhode Island
$177K +$1.33K +26 +0.8%
PS
569
Principal Securities
Iowa
$168K +$28.7K +563 +21%
S
570
Sachetta
Massachusetts
$163K – – –
MCM
571
MAI Capital Management
Ohio
$127K -$4.54K -89 -3%
WIM
572
Westside Investment Management
California
$120K – – –
AAS
573
Ameritas Advisory Services
Nebraska
$115K +$115K +2,256 New
ACA
574
Aptus Capital Advisors
Alabama
$113K – – –
Fifth Third Bancorp
575
Fifth Third Bancorp
Ohio
$108K – – –
21 22
23
24 25