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iShares Floating Rate Bond ETF

652 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 77 funds opening new positions, 245 increasing their positions, 231 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.58% more ownership

Funds ownership: 59.36%60.94% (+1.6%)

6% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 231

Holders
652
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
41
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IPA
76
Investment Planning Advisors
Georgia
$10.8M
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$10.8M
CAG
78
Crestwood Advisors Group
Massachusetts
$10.7M
RWM
79
Rezny Wealth Management
Florida
$10.5M
TRCT
80
Tower Research Capital (TRC)
New York
$10.5M
PCMM
81
Piedmont Capital Management (Montana)
Montana
$9.98M
MWM
82
Moulton Wealth Management
Washington
$9.97M
SC
83
Scotia Capital
Ontario, Canada
$9.89M
JIR
84
James Investment Research
Ohio
$9.81M
EH
85
Equitable Holdings
New York
$9.76M
CTA
86
Chesley Taft & Associates
Illinois
$9.76M
CSP
87
Cary Street Partners
Virginia
$9.56M
SRWM
88
Shira Ridge Wealth Management
California
$9.4M
IFS
89
Ifrah Financial Services
Arkansas
$9.37M
HWM
90
Hohimer Wealth Management
Washington
$9.29M
PA
91
Perennial Advisors
New York
$9.12M
PIM
92
Penobscot Investment Management
Massachusetts
$8.86M
HVIA
93
Hudson Valley Investment Advisors
New York
$8.83M
WCM
94
Windsor Capital Management
Arizona
$8.82M
SPP
95
Single Point Partners
Massachusetts
$8.75M
CW
96
CreativeOne Wealth
Kansas
$8.45M
AI
97
Atria Investments
North Carolina
$8.37M
OMC
98
Old Mission Capital
Illinois
$8.31M
PFWA
99
Paces Ferry Wealth Advisors
Georgia
$8.29M
GCP
100
GSA Capital Partners
United Kingdom
$8.25M