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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
Betterment LLC
76
Betterment LLC
New York
$10.7M -$1.13M -22,234 -10%
TWM
77
TriaGen Wealth Management
California
$10.6M +$9.21M +180,607 +683%
SC
78
Scotia Capital
Ontario, Canada
$10.5M +$656K +12,879 +7%
PCM
79
Parsons Capital Management
Rhode Island
$10.4M +$1.32M +25,965 +15%
SC
80
Sierra Capital
Florida
$9.92M -$503K -9,859 -5%
BWM
81
Buska Wealth Management
Wisconsin
$9.8M -$1.25M -24,569 -11%
MWM
82
Moulton Wealth Management
Washington
$9.73M -$104K -2,035 -1%
OIA
83
OneDigital Investment Advisors
Kansas
$9.7M -$8.01M -157,177 -45%
CW
84
CreativeOne Wealth
Kansas
$9.26M -$166K -3,257 -2%
AWM
85
Apollon Wealth Management
South Carolina
$9.25M +$84.3K +1,654 +0.9%
KAS
86
Kestra Advisory Services
Texas
$9.18M -$396K -7,774 -4%
CSP
87
Cary Street Partners
Virginia
$9.09M -$455K -8,934 -5%
TPBG
88
Turning Point Benefit Group
Maryland
$9.08M +$3.89M +76,389 +75%
CB
89
Cadence Bank
Mississippi
$9.05M +$1.54M +30,138 +21%
CAGAS
90
Capital Advisory Group Advisory Services
Minnesota
$8.99M +$1.93M +37,783 +27%
PCMM
91
Piedmont Capital Management (Montana)
Montana
$8.99M +$399K +7,829 +5%
HFS
92
Hoge Financial Services
Pennsylvania
$8.92M +$366K +7,185 +4%
AZ
93
Alpha Zero
Florida
$8.86M +$1.27M +24,940 +17%
GWM
94
GSB Wealth Management
Connecticut
$8.82M +$1.39M +27,240 +19%
WCM
95
Windsor Capital Management
Arizona
$8.66M +$115K +2,259 +1%
HVIA
96
Hudson Valley Investment Advisors
New York
$8.47M +$685K +13,436 +9%
PCIA
97
Prime Capital Investment Advisors
Kansas
$8.43M +$40.4K +792 +0.5%
PA
98
Perennial Advisors
New York
$8.34M +$116K +2,282 +1%
CTA
99
Chesley Taft & Associates
Illinois
$8.26M -$30.6K -600 -0.4%
SPP
100
Single Point Partners
Massachusetts
$8.03M +$514K +10,086 +7%