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iShares Floating Rate Bond ETF

652 hedge funds and large institutions have $5.65B invested in iShares Floating Rate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 245 increasing their positions, 231 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.58% more ownership

Funds ownership: 59.36%60.94% (+1.6%)

6% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 231

Holders
652
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
41
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
626
WealthShield Partners
North Carolina
$7.13K
MIM
627
MTM Investment Management
South Carolina
$6.78K
HWA
628
HHM Wealth Advisors
Tennessee
$6.11K
GSWM
629
Golden State Wealth Management
California
$6.01K
CJ
630
Caitlin John
Michigan
$5.76K
LWMI
631
Legacy Wealth Management (Idaho)
Idaho
$5.15K
DWM
632
Darwin Wealth Management
Florida
$5.04K
SS
633
Sunbelt Securities
Texas
$4.99K
PWA
634
Provenance Wealth Advisors
Florida
$4.03K
PSFG
635
Park Square Financial Group
Georgia
$3.21K
PWM
636
Provident Wealth Management
Tennessee
$3.21K
ATS
637
Ashton Thomas Securities
New York
$3.06K
KFP
638
Kerr Financial Planning
California
$2.71K
MEG
639
Millstone Evans Group
Colorado
$2.6K
Q1WB
640
Quest 10 Wealth Builders
Virginia
$2.2K
PWPS
641
Pinnacle Wealth Planning Services
Ohio
$1.94K
RIA
642
Realta Investment Advisors
Delaware
$1.73K
VR
643
Vision Retirement
New Jersey
$1.73K
CSB
644
City State Bank
Iowa
$1.58K
BONH
645
Bank of New Hampshire
New Hampshire
$1.27K
VAI
646
Vanguard Advisers Inc
Pennsylvania
$815
KFI
647
Key Financial Inc
Pennsylvania
$713
UFF
648
USA Financial Formulas
Michigan
$662
MAFA
649
MJT & Associates Financial Advisory
Minnesota
$357
BMC
650
Bear Mountain Capital
Washington
$204