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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
TCM
551
Triumph Capital Management
Colorado
$127K +$128K +2,504 New
CA
552
CoreCap Advisors
Michigan
$127K -$2.04M -40,084 -94%
GWS
553
Greykasell Wealth Strategies
California
$126K
MWA
554
Medallion Wealth Advisors
Connecticut
$125K +$51 +1 +0%
Fidelity Investments
555
Fidelity Investments
Massachusetts
$121K +$27.2K +534 +29%
WIM
556
Westside Investment Management
California
$120K
ACA
557
Aptus Capital Advisors
Alabama
$114K
Fifth Third Bancorp
558
Fifth Third Bancorp
Ohio
$113K -$50K -981 -31%
MCM
559
MAI Capital Management
Ohio
$112K -$9.32K -183 -8%
TWC
560
TD Waterhouse Canada
Ontario, Canada
$105K +$9.42K +185 +10%
CWM
561
Cranbrook Wealth Management
Michigan
$100K
GCM
562
Gables Capital Management
Florida
$99K
FRA
563
Front Row Advisors
California
$97.3K
MCM
564
MidAtlantic Capital Management
Virginia
$96.8K +$96.9K +1,903 New
Mirae Asset Global Investments
565
Mirae Asset Global Investments
South Korea
$94.1K +$22.9K +450 +32%
SG
566
Sankala Group
Colorado
$90.8K +$90.7K +1,781 New
NSIM
567
North Star Investment Management
Illinois
$88K +$13.8K +271 +19%
SWP
568
Strategic Wealth Partners
Ohio
$86.5K +$1.12K +22 +1%
OSAM
569
O'Shaughnessy Asset Management
Connecticut
$83.9K +$84K +1,649 New
BWAM
570
Boyd Watterson Asset Management
Ohio
$83.4K +$61.9K +1,215 +286%
IIM
571
IFC & Insurance Marketing
California
$83K +$83.4K +1,638 New
LI
572
LRI Investments
Florida
$65.4K
SWM
573
Spire Wealth Management
Virginia
$61K +$1.32K +26 +2%
AIP
574
Ameritas Investment Partners
Nebraska
$60.8K
LC
575
Lavaca Capital
Texas
$57.3K +$57.4K +1,126 New