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iShares Floating Rate Bond ETF
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Overview Fund Activity

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
8.88%
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
–

Top Buyers

1
QC
Quadrature Capital
United Kingdom
$33.4M
2
WAM
WNY Asset Management
New York
$25.8M
3
TNBTD
Trustmark National Bank Trust Department
Mississippi
$34.1M
4
LPL Financial
LPL Financial
California
$235M
5
Franklin Resources
Franklin Resources
California
$164M

Top Sellers

1
DFG
Demars Financial Group
Washington
$39M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
3
TPWA
TRUE Private Wealth Advisors
Oregon
$2.89M
4
Renaissance Technologies
Renaissance Technologies
New York
$70.3M
5
NYLIM
New York Life Investment Management
New York
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
626
NewSquare Capital
Pennsylvania
$15.4K – – –
AF
627
Alerus Financial
North Dakota
$15.3K +$15.3K +300 New
BWL
628
Bogart Wealth LLC
Virginia
$14.6K +$14.6K +286 New
Russell Investments Group
629
Russell Investments Group
United Kingdom
$13.4K +$13.4K +262 +26,200%
PSFG
630
Park Square Financial Group
Georgia
$13.3K -$1.99K -39 -13%
CSB
631
City State Bank
Iowa
$12K – – –
TSMHT
632
Thurston Springer Miller Herd & Titak
Indiana
$10.8K +$10.8K +212 New
CIA
633
Cape Investment Advisory
Georgia
$10.7K – – –
HT
634
Headlands Technologies
Illinois
$10.2K -$16.2K -318 -61%
ACM
635
Anfield Capital Management
California
$10.1K +$10.1K +197 New
TFGT
636
TS Financial Group (TSFG)
Illinois
$10K – – –
SWA
637
SOA Wealth Advisors
New York
$9.49K +$9.49K +186 New
CPBTD
638
Central Pacific Bank - Trust Division
Hawaii
$9.34K -$1.91M -37,445 -100%
RF
639
Rossby Financial
Florida
$8.67K +$3.01K +59 +53%
GSWM
640
Golden State Wealth Management
California
$7.36K +$102 +2 +1%
HWA
641
HHM Wealth Advisors
Tennessee
$6.12K – – –
HBW
642
Hazlett, Burt & Watson
West Virginia
$6K – – –
RIL
643
Rothschild Investment LLC
Illinois
$5.51K – – –
NEAM
644
New England Asset Management
Connecticut
$5.1K – – –
DWM
645
Darwin Wealth Management
Florida
$5.05K – – –
FWM
646
FSA Wealth Management
Massachusetts
$5.01K +$5.01K +98 New
SS
647
Sunbelt Securities
Texas
$4.99K – – –
MAFA
648
MJT & Associates Financial Advisory
Minnesota
$4.49K – – –
KFI
649
Key Financial Inc
Pennsylvania
$4.29K +$3.57K +70 +500%
PWA
650
Provenance Wealth Advisors
Florida
$4.03K – – –
24 25
26
27 28