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iShares Floating Rate Bond ETF

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
8.89%
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
Name Holding Trade Value Shares
Change
Shares
Change %
DJSG
601
D.J. St. Germain
Massachusetts
$37.1K +$153 +3 +0.4%
SFC
602
SYM Financial Corp
Indiana
$37K +$37K +725 New
AGWCA
603
Annis Gardner Whiting Capital Advisors
Florida
$36.1K
HCM
604
Hollencrest Capital Management
California
$35.1K
WP
605
WealthShield Partners
North Carolina
$32.7K -$20.4K -400 -38%
AG
606
AmeriFlex Group
Nevada
$32.5K
EWP
607
Elevation Wealth Partners
California
$32.5K +$408 +8 +1%
EC
608
Elequin Capital
New York
$27.6K +$27.6K +541 New
GWSG
609
GPS Wealth Strategies Group
Colorado
$26K -$4.24K -83 -14%
MCI
610
MRP Capital Investments
Georgia
$25.5K
Kayne Anderson Rudnick Investment Management
611
Kayne Anderson Rudnick Investment Management
California
$25.5K
FFL
612
Financial Freedom LLC
Ohio
$25.3K +$204 +4 +0.8%
TF
613
Tompkins Financial
New York
$25.1K +$25.1K +492 New
WSFS
614
Wilmington Savings Fund Society
Delaware
$23.7K
OWA
615
Opal Wealth Advisors
New York
$22.7K +$1.53K +30 +7%
FF
616
Friedenthal Financial
New Jersey
$22.3K +$3.01K +59 +16%
BWAM
617
Boyd Watterson Asset Management
Ohio
$21.7K
DAM
618
Delta Asset Management
Tennessee
$21.7K
BLC
619
Brown, Lisle/Cummings
Rhode Island
$20.4K
BPAMU
620
BTG Pactual Asset Management US
New York
$20.1K
ACA
621
Atlas Capital Advisors
Wyoming
$19.9K -$4.34K -85 -18%
FFWM
622
Future Financial Wealth Management
Ohio
$19.3K
WBC
623
West Branch Capital
Massachusetts
$19.2K +$255 +5 +1%
T
624
Transce3nd
Texas
$17.1K +$1.12K +22 +7%
PB
625
Pinnacle Bancorp
Nebraska
$16.6K