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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 %
AIC
576
Archer Investment Corporation
Indiana
$92.4K -$13K -255 -12%
PPWM
577
PFG Private Wealth Management
Florida
$88.7K -$1.17K -23 -1%
Simplex Trading
578
Simplex Trading
Illinois
$76K +$76K +1,500 New
LI
579
LRI Investments
Florida
$65.6K
AIP
580
Ameritas Investment Partners
Nebraska
$64.8K -$5.97K -117 -8%
PA
581
Parallel Advisors
California
$58.8K +$51 +1 +0.1%
WW
582
Winnow Wealth
Texas
$56.6K -$339K -6,644 -86%
WT
583
Whittier Trust
California
$56.4K
FFA
584
Founders Financial Alliance
North Carolina
$54.6K -$6.84K -134 -11%
BTI
585
Blue Trust Inc
Georgia
$54.5K +$408 +8 +0.8%
WP
586
WealthShield Partners
North Carolina
$53.1K +$20.4K +400 +63%
IA
587
IFS Advisors
Kansas
$51.1K
CNBTD
588
Citizens National Bank Trust Department
Mississippi
$48.4K +$48.4K +948 New
SW
589
SVB Wealth
Massachusetts
$42.9K +$42.9K +840 New
LCM
590
Logan Capital Management
Pennsylvania
$42.2K +$1.02K +20 +2%
MHR
591
Matthew Hamilton Rosenberg
$40.8K -$16.8K -329 -29%
DJSG
592
D.J. St. Germain
Massachusetts
$37K -$14.9K -291 -29%
AGWCA
593
Annis Gardner Whiting Capital Advisors
Florida
$36.1K
WT
594
Washington Trust
Rhode Island
$35.3K +$25K +490 +243%
HCM
595
Hollencrest Capital Management
California
$35.1K
AG
596
AmeriFlex Group
Nevada
$32.6K
EWP
597
Elevation Wealth Partners
California
$32.1K +$204 +4 +0.6%
SWC
598
Spectrum Wealth Counsel
Indiana
$30.8K
GWSG
599
GPS Wealth Strategies Group
Colorado
$30.2K +$4.24K +83 +16%
ADL
600
Asset Dedication LLC
California
$29.3K +$29.3K +573 New