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iShares Floating Rate Bond ETF

645 hedge funds and large institutions have $5.39B invested in iShares Floating Rate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 237 increasing their positions, 257 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more funds holding in top 10

Funds holding in top 10: 3738 (+1)

1% more capital invested

Capital invested by funds: $5.35B → $5.39B (+$39.8M)

0.09% more ownership

Funds ownership: 59.72%59.8% (+0.09%)

8% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 257

4% less funds holding

Funds holding: 675645 (-30)

25% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 71

Holders
645
Holders Change
-30
Holders Change %
-4.44%
% of All Funds
8.47%
Holding in Top 10
38
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.7%
% of All Funds
0.5%
New
53
Increased
237
Reduced
257
Closed
71
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
626
Rothschild Investment LLC
Illinois
$5.52K
NEAM
627
New England Asset Management
Connecticut
$5.11K
FWM
628
FSA Wealth Management
Massachusetts
$5.08K +$51 +1 +1%
DWM
629
Darwin Wealth Management
Florida
$5.06K
SS
630
Sunbelt Securities
Texas
$5.01K
PWA
631
Provenance Wealth Advisors
Florida
$4.04K
PWM
632
Provident Wealth Management
Tennessee
$3.22K
ATS
633
Ashton Thomas Securities
New York
$3.06K +$3.06K +60 New
KFP
634
Kerr Financial Planning
California
$2.66K +$2.65K +52 New
MEG
635
Millstone Evans Group
Colorado
$2.6K
TRCT
636
Tower Research Capital (TRC)
New York
$2.6K +$1.83K +36 +240%
Q1WB
637
Quest 10 Wealth Builders
Virginia
$2.36K
CPG
638
Cornerstone Planning Group
New Jersey
$2.05K
LFA
639
LGT Financial Advisors
Texas
$1.99K +$408 +8 +26%
RIA
640
Realta Investment Advisors
Delaware
$1.74K +$1.73K +34 New
UFPG
641
United Financial Planning Group
New York
$1.62K +$867 +17 New
FWA
642
Flagship Wealth Advisors
Massachusetts
$766 +$765 +15 New
KFI
643
Key Financial Inc
Pennsylvania
$713 -$3.57K -70 -83%
MAFA
644
MJT & Associates Financial Advisory
Minnesota
$409 -$4.08K -80 -91%
RFS
645
Richardson Financial Services
Massachusetts
$307 -$459 -9 -60%
BMC
646
Bear Mountain Capital
Washington
$204
Russell Investments Group
647
Russell Investments Group
United Kingdom
$38 -$13.4K -262 -100%
QC
648
Quadrature Capital
United Kingdom
-$33.4M -654,191 Closed
Jane Street
649
Jane Street
New York
-$10.5M -205,374 Closed
CWA
650
Clarus Wealth Advisors
Arizona
-$9.35M -183,834 Closed