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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
NHC
676
Nicholas Hoffman & Company
Georgia
-$263K -5,156 Closed
SG
677
Sharper & Granite
California
-$255K -4,982 Closed
DLCIG
678
D.L. Carlson Investment Group
New Hampshire
-$253K -4,956 Closed
MHC
679
May Hill Capital
Massachusetts
-$251K -4,916 Closed
RWA
680
Redhawk Wealth Advisors
Minnesota
-$249K -4,883 Closed
KF
681
Krilogy Financial
Missouri
-$222K -4,358 Closed
FFG
682
Fiduciary Financial Group
California
-$222K -4,354 Closed
OAS
683
Optivise Advisory Services
Tennessee
-$222K -4,338 Closed
PCA
684
Peddock Capital Advisors
Massachusetts
-$220K -4,302 Closed
WJWM
685
Williams Jones Wealth Management
New York
-$217K -4,252 Closed
CCP
686
Carmel Capital Partners
California
-$211K -4,128 Closed
NWM
687
Northcape Wealth Management
New York
-$204K -4,000 Closed
BBHC
688
Brown Brothers Harriman & Co
New York
-$189K -3,700 Closed
GM
689
GeoWealth Management
Illinois
-$176K -3,448 Closed
S
690
Sachetta
Massachusetts
-$163K -3,200 Closed
GWSG
691
GPS Wealth Strategies Group
Colorado
-$63.1K -1,235 Closed
CNBTD
692
Citizens National Bank Trust Department
Mississippi
-$48.4K -948 Closed
LCM
693
Logan Capital Management
Pennsylvania
-$46.5K -910 Closed
EWA
694
Elevate Wealth Advisory
Georgia
-$45K -880 Closed
MHR
695
Matthew Hamilton Rosenberg
-$40.9K -800 Closed
WANY
696
Wealthspire Advisors (New York)
New York
-$25.5K -500 Closed
FF
697
Friedenthal Financial
New Jersey
-$25.4K -497 Closed
BWL
698
Bogart Wealth LLC
Virginia
-$24.6K -482 Closed
FC
699
Financial Consulate
Maryland
-$20.9K -409 Closed
FFWM
700
Future Financial Wealth Management
Ohio
-$19.4K -379 Closed