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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
SS
626
Sunbelt Securities
Texas
$4.98K
WA
627
Westfuller Advisors
New York
$4.72K -$22.8K -448 -83%
PWA
628
Provenance Wealth Advisors
Florida
$4.02K
PWM
629
Provident Wealth Management
Tennessee
$3.2K
KFP
630
Kerr Financial Planning
California
$2.69K
MEG
631
Millstone Evans Group
Colorado
$2.59K
Q1WB
632
Quest 10 Wealth Builders
Virginia
$2.2K -$153 -3 -7%
RIA
633
Realta Investment Advisors
Delaware
$1.73K
VR
634
Vision Retirement
New Jersey
$1.73K +$1.73K +34 New
KFI
635
Key Financial Inc
Pennsylvania
$712
BA
636
Bard Associates
Illinois
$502 -$340K -6,669 -100%
MAFA
637
MJT & Associates Financial Advisory
Minnesota
$357 -$51 -1 -13%
RFS
638
Richardson Financial Services
Massachusetts
$356 +$51 +1 +17%
BMC
639
Bear Mountain Capital
Washington
$204
Russell Investments Group
640
Russell Investments Group
United Kingdom
$39
S
641
SignatureFD
Georgia
$20
BA
642
Blueline Advisors
New Hampshire
$1
Renaissance Technologies
643
Renaissance Technologies
New York
-$43.4M -849,051 Closed
Kovitz Investment Group Partners
644
Kovitz Investment Group Partners
Illinois
-$31M -607,095 Closed
RWM
645
RMG Wealth Management
Wisconsin
-$26M -509,191 Closed
SIA
646
Strategic Investment Advisors
Michigan
-$39.9K -257,741 Closed
MWM
647
Moulton Wealth Management
Washington
-$9.73M -190,557 Closed
YCG
648
Yeomans Consulting Group
Georgia
-$7.15M -140,385 Closed
Natixis Advisors
649
Natixis Advisors
Massachusetts
-$6.24M -122,223 Closed
CIC
650
Canal Insurance Company
South Carolina
-$3.98M -78,000 Closed