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iShares Floating Rate Bond ETF

657 hedge funds and large institutions have $5.65B invested in iShares Floating Rate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 246 increasing their positions, 233 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 47

14% more funds holding in top 10

Funds holding in top 10: 3641 (+5)

6% more capital invested

Capital invested by funds: $5.35B → $5.65B (+$302M)

3% more funds holding

Funds holding: 638657 (+19)

1.61% more ownership

Funds ownership: 59.39%61% (+1.6%)

6% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 233

Holders
657
Holders Change
+19
Holders Change %
+2.98%
% of All Funds
8.09%
Holding in Top 10
41
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.89%
% of All Funds
0.51%
New
79
Increased
246
Reduced
233
Closed
47
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IPA
76
Investment Planning Advisors
Georgia
$10.8M +$10.8M +211,765 New
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$10.8M -$60.2K -1,182 -0.6%
CAG
78
Crestwood Advisors Group
Massachusetts
$10.7M +$4.5M +88,449 +73%
RWM
79
Rezny Wealth Management
Florida
$10.5M
TRCT
80
Tower Research Capital (TRC)
New York
$10.5M +$10.5M +205,745 New
PCMM
81
Piedmont Capital Management (Montana)
Montana
$9.98M +$714K +14,015 +8%
MWM
82
Moulton Wealth Management
Washington
$9.97M +$10M +196,477 New
SC
83
Scotia Capital
Ontario, Canada
$9.89M -$569K -11,170 -5%
JIR
84
James Investment Research
Ohio
$9.81M -$368K -7,231 -4%
EH
85
Equitable Holdings
New York
$9.76M -$1.32M -25,926 -12%
CTA
86
Chesley Taft & Associates
Illinois
$9.76M +$474K +9,300 +5%
CSP
87
Cary Street Partners
Virginia
$9.56M +$104K +2,041 +1%
SRWM
88
Shira Ridge Wealth Management
California
$9.4M +$2.33M +45,716 +33%
IFS
89
Ifrah Financial Services
Arkansas
$9.37M -$1.88M -36,920 -17%
HWM
90
Hohimer Wealth Management
Washington
$9.29M +$1.29M +25,241 +16%
PA
91
Perennial Advisors
New York
$9.12M +$393K +7,718 +5%
PIM
92
Penobscot Investment Management
Massachusetts
$8.86M +$336K +6,590 +4%
HVIA
93
Hudson Valley Investment Advisors
New York
$8.83M +$482K +9,474 +6%
WCM
94
Windsor Capital Management
Arizona
$8.82M +$224K +4,404 +3%
SPP
95
Single Point Partners
Massachusetts
$8.75M +$197K +3,869 +2%
CW
96
CreativeOne Wealth
Kansas
$8.45M -$678K -13,307 -7%
AI
97
Atria Investments
North Carolina
$8.37M +$6.5M +127,636 +348%
OMC
98
Old Mission Capital
Illinois
$8.31M +$8.3M +163,050 New
PFWA
99
Paces Ferry Wealth Advisors
Georgia
$8.29M +$533K +10,457 +7%
GCP
100
GSA Capital Partners
United Kingdom
$8.25M +$1.26M +24,662 +18%