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iShares Floating Rate Bond ETF

638 hedge funds and large institutions have $5.35B invested in iShares Floating Rate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 251 increasing their positions, 222 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 222

6% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 64

0.42% less ownership

Funds ownership: 59.8%59.39% (-0.42%)

1% less capital invested

Capital invested by funds: $5.39B → $5.35B (-$37.7M)

1% less funds holding

Funds holding: 645638 (-7)

5% less funds holding in top 10

Funds holding in top 10: 3836 (-2)

Holders
638
Holders Change
-7
Holders Change %
-1.09%
% of All Funds
7.76%
Holding in Top 10
36
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.26%
% of All Funds
0.44%
New
68
Increased
251
Reduced
222
Closed
64
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
76
Scotia Capital
Ontario, Canada
$10.4M -$20.1K -395 -0.2%
JIR
77
James Investment Research
Ohio
$10.2M +$2.38M +46,639 +30%
HFS
78
Hoge Financial Services
Pennsylvania
$9.87M +$988K +19,399 +11%
AWM
79
Apollon Wealth Management
South Carolina
$9.79M +$586K +11,514 +6%
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$9.52M -$2.76M -54,277 -22%
CB
81
Cadence Bank
Mississippi
$9.51M +$505K +9,914 +6%
GWM
82
GSB Wealth Management
Connecticut
$9.48M +$706K +13,861 +8%
AZ
83
Alpha Zero
Florida
$9.44M +$618K +12,129 +7%
CSP
84
Cary Street Partners
Virginia
$9.44M +$387K +7,603 +4%
OIA
85
OneDigital Investment Advisors
Kansas
$9.4M -$259K -5,080 -3%
Corient Private Wealth
86
Corient Private Wealth
Florida
$9.33M +$4.51M +88,615 +94%
PCMM
87
Piedmont Capital Management (Montana)
Montana
$9.29M +$299K +5,862 +3%
CTA
88
Chesley Taft & Associates
Illinois
$9.27M +$1.05M +20,550 +13%
CW
89
CreativeOne Wealth
Kansas
$9.11M -$111K -2,182 -1%
CAGAS
90
Capital Advisory Group Advisory Services
Minnesota
$9.03M +$70.3K +1,381 +0.8%
National Bank of Canada
91
National Bank of Canada
Quebec, Canada
$8.72M -$6.83M -134,025 -44%
PA
92
Perennial Advisors
New York
$8.71M +$404K +7,930 +5%
WCM
93
Windsor Capital Management
Arizona
$8.58M -$40.5K -795 -0.5%
SPP
94
Single Point Partners
Massachusetts
$8.54M +$546K +10,711 +7%
PIM
95
Penobscot Investment Management
Massachusetts
$8.51M +$1.28M +25,160 +18%
PCIA
96
Prime Capital Investment Advisors
Kansas
$8.48M +$92.3K +1,812 +1%
HVIA
97
Hudson Valley Investment Advisors
New York
$8.34M -$93.9K -1,843 -1%
Baird Financial Group
98
Baird Financial Group
Wisconsin
$8.29M +$2.57M +50,396 +45%
SC
99
Sierra Capital
Florida
$8.14M -$1.73M -33,964 -17%
HWM
100
Hohimer Wealth Management
Washington
$7.99M +$7.53M +147,760 +1,581%