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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
LG
51
LaFleur & Godfrey
Michigan
$19.7M +$2M +39,303 +11%
Goldman Sachs
52
Goldman Sachs
New York
$19.6M -$2.04M -39,942 -9%
OPAM
53
Ocean Park Asset Management
California
$19.1M +$19.1M +374,000 New
BAAM
54
Baker Avenue Asset Management
California
$19M -$970K -19,022 -5%
Comerica Bank
55
Comerica Bank
Texas
$19M +$60.1K +1,180 +0.3%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$17.2M -$282K -5,527 -2%
SCTC
57
Sanibel Captiva Trust Company
Florida
$17M -$3.32M -65,193 -16%
SPC
58
Sigma Planning Corp
Michigan
$16.3M -$1.27M -24,930 -7%
RFM
59
Royal Fund Management
Florida
$16.2M +$13.5M +264,466 +506%
GC
60
Guggenheim Capital
Illinois
$16.1M -$71.6K -1,404 -0.4%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$15.9M -$3.37M -66,045 -18%
Mariner
62
Mariner
Kansas
$15.8M +$276K +5,406 +2%
National Bank of Canada
63
National Bank of Canada
Quebec, Canada
$15.6M -$8.25M -161,780 -35%
Stifel Financial
64
Stifel Financial
Missouri
$15.4M -$3.88M -76,064 -20%
CTA
65
Colonial Trust Advisors
South Carolina
$14.4M -$965K -18,941 -6%
RA
66
RFG Advisory
Alabama
$14.1M -$10.1K -199 -0.1%
AWMG
67
Alliance Wealth Management Group
New Jersey
$13.9M +$2.3M +45,118 +20%
RWM
68
Rezny Wealth Management
Florida
$13.3M
EH
69
Equitable Holdings
New York
$12.6M -$128K -2,508 -1%
CWA
70
Cascade Wealth Advisors
Washington
$12.6M +$2.62M +51,392 +26%
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$12.3M +$8.63M +169,355 +235%
AWM
72
Avior Wealth Management
Nebraska
$12.3M -$151K -2,968 -1%
FAP
73
Financial Advisory Partners
Florida
$12M +$355K +6,958 +3%
IFS
74
Ifrah Financial Services
Arkansas
$11.1M -$556K -10,912 -5%
PAG
75
Private Advisor Group
New Jersey
$10.7M +$1.12M +21,902 +12%