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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 %
DRP
651
Decker Retirement Planning
Utah
$3.37K +$3.37K +66 New
PWM
652
Provident Wealth Management
Tennessee
$3.21K – – –
MYIA
653
Mount Yale Investment Advisors
Colorado
$3.13K +$3.13K +61 New
MEG
654
Millstone Evans Group
Colorado
$2.6K – – –
RAM
655
Riggs Asset Management
Pennsylvania
$2.25K – – –
CPG
656
Cornerstone Planning Group
New Jersey
$2.02K +$50 +1 +3%
NWM
657
Nova Wealth Management
Florida
$1.84K +$1.84K +36 New
LFA
658
LGT Financial Advisors
Texas
$1.58K +$1.58K +31 New
BIA
659
Bell Investment Advisors
California
$1.17K -$20.6K -404 -95%
SIS
660
Sound Income Strategies
Florida
$989 -$1.98K -38 -67%
TRCT
661
Tower Research Capital (TRC)
New York
$765 -$5.05K -99 -87%
RFS
662
Richardson Financial Services
Massachusetts
$762 -$356 -7 -32%
IHWM
663
Iron Horse Wealth Management
Iowa
$263 – – –
BMC
664
Bear Mountain Capital
Washington
$204 – – –
Schroder Investment Management Group
665
Schroder Investment Management Group
United Kingdom
– -$43.5M -851,628 Closed
SEI Investments
666
SEI Investments
Pennsylvania
– -$19.5M -382,699 Closed
Citadel Advisors
667
Citadel Advisors
Florida
– -$15.8M -309,140 Closed
PCP
668
Proficio Capital Partners
Massachusetts
– -$14.2M -279,383 Closed
FAIM
669
Financial Advocates Investment Management
Washington
– -$7.65M -149,886 Closed
IGAM
670
iA Global Asset Management
Quebec, Canada
– -$5.77M -113,000 Closed
SIM
671
SSI Investment Management
California
– -$4.86M -95,266 Closed
PDL
672
Portfolio Design Labs
California
– -$4.67M -91,484 Closed
WS
673
Wedbush Securities
California
– -$4.02M -78,760 Closed
DL
674
DOHJ LLC
Washington
– -$3.23M -63,291 Closed
GC
675
GFG Capital
Florida
– -$2.7M -52,835 Closed
25 26
27
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