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iShares Floating Rate Bond ETF
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Overview Fund Activity

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
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$78.4M
2
Bank of America
Bank of America
North Carolina
+$49.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$44.5M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$43.5M
5
VCA
Verdence Capital Advisors
Maryland
+$36.9M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$219M
2
MC
McMorgan & Co
California
-$22.1M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$17.5M
4
RWM
Rezny Wealth Management
Florida
-$13.7M
5
WWM
Whalen Wealth Management
Nevada
-$7.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAAM
51
Baker Avenue Asset Management
California
$19.3M +$18.5M +362,983 +2,400%
Comerica Bank
52
Comerica Bank
Texas
$18.7M +$83.2K +1,629 +0.4%
SPC
53
Sigma Planning Corp
Michigan
$17.9M +$5.37M +105,222 +43%
LWM
54
LJI Wealth Management
Indiana
$17.9M +$713K +13,969 +4%
Mariner
55
Mariner
Kansas
$17.6M -$562K -11,011 -3%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$17.4M -$457K -8,957 -3%
RA
57
RFG Advisory
Alabama
$16.9M +$4.17M +81,730 +33%
LG
58
LaFleur & Godfrey
Michigan
$16.8M +$6.79M +133,091 +68%
US Bancorp
59
US Bancorp
Minnesota
$16M +$1.73M +33,862 +12%
Citadel Advisors
60
Citadel Advisors
Florida
$15.8M +$15.8M +309,140 New
AWM
61
Avior Wealth Management
Nebraska
$15.8M +$5.28M +103,341 +50%
GC
62
Guggenheim Capital
Illinois
$15.3M +$1.52M +29,821 +11%
CIBC World Market
63
CIBC World Market
Ontario, Canada
$15M +$6.27M +122,815 +72%
CTA
64
Colonial Trust Advisors
South Carolina
$14.7M +$2.24M +43,839 +18%
CMS
65
Capital Market Strategies
Florida
$14.5M +$424K +8,312 +3%
IWC
66
Integrated Wealth Concepts
Massachusetts
$14.4M +$4.05M +79,389 +39%
National Bank of Canada
67
National Bank of Canada
Quebec, Canada
$14.2M +$4.1M +80,340 +40%
PCP
68
Proficio Capital Partners
Massachusetts
$14.2M +$2.67M +52,360 +23%
MC
69
McMorgan & Co
California
$13.6M -$22.1M -433,685 -62%
RWM
70
Rezny Wealth Management
Florida
$13.6M -$13.7M -269,307 Closed
TNBTD
71
Trustmark National Bank Trust Department
Mississippi
$13.5M +$496K +9,718 +4%
CWA
72
Cascade Wealth Advisors
Washington
$13.1M +$33.4K +658 +0.3%
UCFA
73
United Capital Financial Advisors
Texas
$13M +$5.02M +98,266 +63%
Betterment LLC
74
Betterment LLC
New York
$12.5M +$1.52M +29,686 +14%
SFA
75
Semmax Financial Advisors
North Carolina
$12.5M +$706K +13,908 +6%
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