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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
DAM
601
Delta Asset Management
Tennessee
$21.6K
CT
602
Caldwell Trust
Florida
$21K
BLC
603
Brown, Lisle/Cummings
Rhode Island
$20.3K
RIL
604
Rothschild Investment LLC
Illinois
$18.2K +$12.7K +250 +231%
PB
605
Pinnacle Bancorp
Nebraska
$16.5K
CFB
606
Cullen/Frost Bankers
Texas
$16.2K -$180K -3,530 -92%
RWM
607
Rialto Wealth Management
New York
$15.5K -$117K -2,297 -88%
MB
608
MidFirst Bank
Oklahoma
$15.2K +$15.2K +298 New
DJSG
609
D.J. St. Germain
Massachusetts
$14.3K
PSFG
610
Park Square Financial Group
Georgia
$13.8K +$4.58K +90 +49%
CSB
611
City State Bank
Iowa
$12K
GAFA
612
Garton & Associates Financial Advisors
Kentucky
$10.2K +$10.2K +200 New
TFGT
613
TS Financial Group (TSFG)
Illinois
$10K +$51 +1 +0.5%
LWM
614
Lodestone Wealth Management
Washington
$9.36K +$9.37K +184 New
CPBTD
615
Central Pacific Bank - Trust Division
Hawaii
$9.31K
WP
616
WealthShield Partners
North Carolina
$7.12K
OC
617
Optima Capital
Oregon
$6.97K +$6.98K +137 New
CIA
618
Cape Investment Advisory
Georgia
$6.56K +$6.57K +129 New
HWA
619
HHM Wealth Advisors
Tennessee
$6.1K
GSWM
620
Golden State Wealth Management
California
$5.98K +$102 +2 +2%
CJ
621
Caitlin John
Michigan
$5.75K -$12.5K -245 -68%
SEP
622
Signature Equity Partners
Ohio
$5.19K +$5.2K +102 New
LWMI
623
Legacy Wealth Management (Idaho)
Idaho
$5.14K +$5.14K +101 New
NEAM
624
New England Asset Management
Connecticut
$5.09K
DWM
625
Darwin Wealth Management
Florida
$5.04K