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iShares Floating Rate Bond ETF

645 hedge funds and large institutions have $5.39B invested in iShares Floating Rate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 237 increasing their positions, 257 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more funds holding in top 10

Funds holding in top 10: 3738 (+1)

1% more capital invested

Capital invested by funds: $5.35B → $5.39B (+$39.8M)

0.09% more ownership

Funds ownership: 59.72%59.8% (+0.09%)

8% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 257

4% less funds holding

Funds holding: 675645 (-30)

25% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 71

Holders
645
Holders Change
-30
Holders Change %
-4.44%
% of All Funds
8.47%
Holding in Top 10
38
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.7%
% of All Funds
0.5%
New
53
Increased
237
Reduced
257
Closed
71
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFS
676
Flavin Financial Services
Florida
-$419K -8,207 Closed
RWM
677
Revisor Wealth Management
Ohio
-$403K -7,918 Closed
FIBT
678
First International Bank & Trust
North Dakota
-$395K -7,742 Closed
BSG
679
Black Swift Group
Colorado
-$356K -6,970 Closed
PVI
680
Pine Valley Investments
New Jersey
-$351K -6,870 Closed
GS
681
GTS Securities
New York
-$339K -6,636 Closed
TC
682
Trilogy Capital
California
-$303K -5,935 Closed
EL
683
Essex LLC
Illinois
-$279K -5,468 Closed
SCI
684
Stableford Capital II
Arizona
-$275K -5,391 Closed
BWP
685
Burling Wealth Partners
Illinois
-$255K -5,000 Closed
GWMR
686
GC Wealth Management RIA
Massachusetts
-$247K -4,838 Closed
MWM
687
Modern Wealth Management
Kansas
-$246K -4,817 Closed
IWM
688
IHT Wealth Management
Illinois
-$237K -4,638 Closed
IFA
689
Interactive Financial Advisors
Illinois
-$228K -4,473 Closed
WWM
690
WJ Wealth Management
Arizona
-$224K -4,400 Closed
EFG
691
Elm3 Financial Group
Georgia
-$217K -4,263 Closed
KAS
692
KPP Advisory Services
Kentucky
-$212K -4,150 Closed
GWM
693
Graybill Wealth Management
Illinois
-$204K -4,000 Closed
SPFA
694
Summit Place Financial Advisors
New Jersey
-$202K -3,960 Closed
AAS
695
Ameritas Advisory Services
Nebraska
-$115K -2,256 Closed
FCG
696
Financial Connections Group
California
-$102K -2,008 Closed
GBT
697
Grove Bank & Trust
Florida
-$83.5K -1,637 Closed
WWMSC
698
Wagner Wealth Management (South Carolina)
South Carolina
-$63.1K -1,236 Closed
TFM
699
TFC Financial Management
Massachusetts
-$40.4K -792 Closed
AG
700
AmeriFlex Group
Nevada
-$32.5K -638 Closed