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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
IAS
651
Insigneo Advisory Services
Florida
-$3.69M -72,315 Closed
VA
652
VestGen Advisors
Illinois
-$3.24M -63,333 Closed
PAG
653
Private Advisory Group
Washington
-$3.18M -62,321 Closed
SAM
654
Strive Asset Management
Ohio
-$3.17M -62,063 Closed
SWM
655
Seed Wealth Management
Illinois
-$2.86M -55,892 Closed
LCWP
656
Legacy Capital Wealth Partners
Arkansas
-$2.7M -52,889 Closed
BC
657
Bulwark Capital
Florida
-$2.61M -51,151 Closed
FWP
658
Forefront Wealth Partners
Texas
-$2.31M -45,126 Closed
BWS
659
Buck Wealth Strategies
Colorado
-$1.95M -38,144 Closed
PIWA
660
Prevail Innovative Wealth Advisors
Kansas
-$1.56M -30,539 Closed
AWA
661
Arete Wealth Advisors
Illinois
-$925K -18,115 Closed
GC
662
Garde Capital
Washington
-$842K -16,474 Closed
HF
663
HRT Financial
New York
-$655K -12,840 Closed
KIM
664
Kane Investment Management
California
-$616K -12,065 Closed
PCA
665
Prosperity Capital Advisors
Ohio
-$550K -10,770 Closed
LC
666
Luminist Capital
Michigan
-$522K -10,224 Closed
MIA
667
MMBG Investment Advisors
Florida
-$487K -9,535 Closed
PHAM
668
Palisades Hudson Asset Management
Florida
-$442K -8,645 Closed
APWA
669
Atlas Private Wealth Advisors
New Jersey
-$346K -6,770 Closed
RW
670
Rede Wealth
Virginia
-$329K -6,446 Closed
SAM
671
Summit Asset Management
Tennessee
-$321K -6,275 Closed
VIP
672
Viewpoint Investment Partners
Alberta, Canada
-$307K -6,015 Closed
WPW
673
Waldron Private Wealth
Pennsylvania
-$305K -5,962 Closed
PIMG
674
Patriot Investment Management Group
Tennessee
-$282K -5,528 Closed
BWG
675
Beta Wealth Group
California
-$266K -5,215 Closed