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iShares Floating Rate Bond ETF
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Overview Fund Activity

659 hedge funds and large institutions have $5.29B invested in iShares Floating Rate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 231 increasing their positions, 260 reducing their positions, and 47 closing their positions.

Holders
659
Holders Change
+10
Holders Change %
+1.54%
% of All Funds
8.85%
Holding in Top 10
36
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.26%
% of All Funds
0.48%
New
72
Increased
231
Reduced
260
Closed
47
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QC
1
Quadrature Capital
United Kingdom
$33.4M
2
RWM
2
RMG Wealth Management
Wisconsin
$24.3M
3
WAM
3
WNY Asset Management
New York
$25.8M
4
TNBTD
4
Trustmark National Bank Trust Department
Mississippi
$34.1M
5
LPL Financial
5
LPL Financial
California
$235M

Top Sellers

1
DFG
1
Demars Financial Group
Washington
$39M
2
TPWA
2
TRUE Private Wealth Advisors
Oregon
$2.89M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$70.3M
4
NYLIM
4
New York Life Investment Management
New York
$126M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$100M
Name Market Value Shares Shares
Change 		Shares
Change %
BWM
76
Buska Wealth Management
Wisconsin
$11M 216,341 +39,240 +22%
Jane Street
77
Jane Street
New York
$10.5M 205,374 -26,951 -12%
SC
78
Sierra Capital
Florida
$10.4M 203,962 +14,145 +7%
CWA
79
Cascade Wealth Advisors
Washington
$9.95M 195,318 -62,951 -24%
UCFA
80
United Capital Financial Advisors
Texas
$9.88M 193,690 -61,716 -24%
SC
81
Scotia Capital
Ontario, Canada
$9.84M 192,857 -15,595 -7%
MWM
82
Moulton Wealth Management
Washington
$9.8M 192,592 -21,134 -10%
PAG
83
Private Advisor Group
New Jersey
$9.59M 187,981 +16,622 +10%
KAS
84
Kestra Advisory Services
Texas
$9.57M 187,510 +70,589 +60%
CSP
85
Cary Street Partners
Virginia
$9.53M 186,863 -25,517 -12%
CW
86
CreativeOne Wealth
Kansas
$9.41M 184,507 +9,743 +6%
CWA
87
Clarus Wealth Advisors
Arizona
$9.35M 183,834 -2,112 -1%
AWM
88
Apollon Wealth Management
South Carolina
$9.15M 179,327 +1,742 +1%
PCM
89
Parsons Capital Management
Rhode Island
$9.04M 177,234 +6,026 +4%
PCM
90
Piedmont Capital Management
Montana
$8.62M 168,878 +3,959 +2%
HFS
91
Hoge Financial Services
Pennsylvania
$8.57M 167,485 +7,799 +5%
JIR
92
James Investment Research
Ohio
$8.56M 167,700 +7,323 +5%
WCM
93
Windsor Capital Management
Arizona
$8.53M 167,264 -835 -0.5%
PCIA
94
Prime Capital Investment Advisors
Kansas
$8.37M 164,134 -67,435 -29%
CTA
95
Chesley Taft & Associates
Illinois
$8.27M 162,235 +7,700 +5%
PA
96
Perennial Advisors
New York
$8.21M 160,979 -2,221 -1%
CRWM
97
Castle Rock Wealth Management
California
$8.13M 159,273 -11,855 -7%
ATPW
98
Ashton Thomas Private Wealth
Arizona
$8.06M 158,066 -8,441 -5%
WMG
99
WESCAP Management Group
California
$7.92M 155,327 -1,620 -1%
SPIA
100
Steward Partners Investment Advisory
New York
$7.9M 154,827 +30,561 +25%
2 3
4
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