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iShares Floating Rate Bond ETF

645 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, 237 increasing their positions, 257 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more funds holding in top 10

Funds holding in top 10: 3738 (+1)

1% more capital invested

Capital invested by funds: $5.35B → $5.39B (+$39.8M)

0.09% more ownership

Funds ownership: 59.72%59.8% (+0.09%)

8% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 257

4% less funds holding

Funds holding: 675645 (-30)

25% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 71

Holders
645
Holders Change
-30
Holders Change %
-4.44%
% of All Funds
8.47%
Holding in Top 10
38
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.7%
% of All Funds
0.5%
New
53
Increased
237
Reduced
257
Closed
71
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
551
Cherry Tree Wealth Management
Minnesota
$195K -$62.7K -1,230 -24%
BBHC
552
Brown Brothers Harriman & Co
New York
$189K +$189K +3,700 New
HI
553
Horizon Investments
North Carolina
$186K -$166K -3,247 -47%
GEA
554
Glen Eagle Advisors
New Jersey
$185K +$918 +18 +0.5%
CT
555
Coastline Trust
Rhode Island
$183K +$6.42K +126 +4%
GM
556
GeoWealth Management
Illinois
$176K -$72.2K -1,417 -29%
CAL
557
Capital Analysts LLC
Pennsylvania
$176K -$12.1K -238 -6%
WSFS
558
Wilmington Savings Fund Society
Delaware
$165K +$141K +2,760 +595%
Fifth Third Bancorp
559
Fifth Third Bancorp
Ohio
$164K +$55.2K +1,082 +51%
S
560
Sachetta
Massachusetts
$163K
AAM
561
Advisors Asset Management
Colorado
$151K +$151K +2,958 New
RWM
562
Rialto Wealth Management
New York
$133K -$411K -8,063 -76%
GWS
563
Greykasell Wealth Strategies
California
$127K +$127K +2,483 New
MWA
564
Medallion Wealth Advisors
Connecticut
$126K -$30.5K -599 -20%
MCM
565
MAI Capital Management
Ohio
$122K -$5.15K -101 -4%
WIM
566
Westside Investment Management
California
$120K
ACA
567
Aptus Capital Advisors
Alabama
$115K +$1.99K +39 +2%
CWM
568
Cranbrook Wealth Management
Michigan
$101K
GCM
569
Gables Capital Management
Florida
$99.4K
FRA
570
Front Row Advisors
California
$97.8K
TWC
571
TD Waterhouse Canada
Ontario, Canada
$95.9K -$9.74K -191 -9%
Fidelity Investments
572
Fidelity Investments
Massachusetts
$93.8K +$4.03K +79 +4%
SWP
573
Strategic Wealth Partners
Ohio
$85.7K +$9.84K +193 +13%
WW
574
Winnow Wealth
Texas
$75.8K +$74.3K +1,457 New
NSIM
575
North Star Investment Management
Illinois
$74.6K