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iShares Floating Rate Bond ETF

648 hedge funds and large institutions have $6.21B invested in iShares Floating Rate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 319 increasing their positions, 188 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
-4
Holders Change %
-0.61%
% of All Funds
8.8%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
0.52%
New
59
Increased
319
Reduced
188
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
651
Whalen Wealth Management
Nevada
-$7.79M -153,187 Closed
IAA
652
Independent Advisor Alliance
North Carolina
-$3.46M -67,930 Closed
EDRH
653
Edmond de Rothschild Holding
Switzerland
-$2.06M -40,506 Closed
FHB
654
First Hawaiian Bank
Hawaii
-$1.73M -34,093 Closed
CF
655
Clarity Financial
Texas
-$1.67M -32,846 Closed
FA
656
Forefront Analytics
Pennsylvania
-$1.27M -25,034 Closed
SC
657
Syon Capital
California
-$1.23M -24,177 Closed
MWP
658
MYCIO Wealth Partners
Pennsylvania
-$1.09M -21,482 Closed
CFGS
659
Concourse Financial Group Securities
Alabama
-$1.02M -20,069 Closed
VWM
660
Venturi Wealth Management
Texas
-$1.02M -20,000 Closed
BIP
661
Blueprint Investment Partners
North Carolina
-$824K -16,199 Closed
SPWM
662
Spartan Planning & Wealth Management
North Carolina
-$784K -15,406 Closed
ACP
663
Aveo Capital Partners
Colorado
-$572K -11,247 Closed
FCA
664
Fortis Capital Advisors
Kansas
-$338K -6,609 Closed
KDA
665
Kraft Davis & Associates
Missouri
-$307K -6,021 Closed
NW
666
NewEdge Wealth
Pennsylvania
-$289K -5,678 Closed
PCM
667
Prelude Capital Management
New York
-$283K -5,556 Closed
HFS
668
Haverford Financial Services
Pennsylvania
-$273K -5,364 Closed
CAS
669
Coppell Advisory Solutions
Texas
-$272K -5,340 Closed
SFA
670
Sequoia Financial Advisors
Ohio
-$259K -5,084 Closed
IPW
671
Inlet Private Wealth
Florida
-$252K -4,950 Closed
BFA
672
Beaumont Financial Advisors
Massachusetts
-$233K -4,574 Closed
OC
673
Optima Capital
Oregon
-$229K -4,502 Closed
WA
674
Wealthstar Advisors
Texas
-$224K -4,407 Closed
NRI
675
NFP Retirement Inc
California
-$223K -4,391 Closed