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iShares Floating Rate Bond ETF
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Overview Fund Activity

648 hedge funds and large institutions have $6.21B invested in iShares Floating Rate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 319 increasing their positions, 188 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
-4
Holders Change %
-0.61%
% of All Funds
8.8%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
0.52%
New
59
Increased
319
Reduced
188
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$78.4M
2
Bank of America
Bank of America
North Carolina
+$49.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$44.5M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$43.5M
5
VCA
Verdence Capital Advisors
Maryland
+$36.9M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$219M
2
MC
McMorgan & Co
California
-$22.1M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$17.5M
4
RWM
Rezny Wealth Management
Florida
-$13.7M
5
WWM
Whalen Wealth Management
Nevada
-$7.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
101
Hoge Financial Services
Pennsylvania
$8.15M +$517K +10,121 +7%
KAM
102
Kensington Asset Management
Texas
$8.09M +$8.09M +158,447 New
WMG
103
WESCAP Management Group
California
$8.01M -$322K -6,314 -4%
CTA
104
Chesley Taft & Associates
Illinois
$7.89M +$556K +10,900 +8%
KNW
105
Kesler Norman & Wride
Utah
$7.73M +$993K +19,443 +15%
HVIA
106
Hudson Valley Investment Advisors
New York
$7.72M +$263K +5,143 +4%
CC
107
Courier Capital
New York
$7.68M -$405K -7,937 -5%
FAIM
108
Financial Advocates Investment Management
Washington
$7.65M +$1.12M +21,987 +17%
SPP
109
Single Point Partners
Massachusetts
$7.57M -$380K -7,441 -5%
OPPS
110
Obsidian Personal Planning Solutions
Maryland
$7.49M +$210K +4,131 +3%
CCG
111
Chatham Capital Group
Georgia
$7.47M +$1.06M +20,750 +17%
GWM
112
GSB Wealth Management
Connecticut
$7.3M -$397K -7,769 -5%
RSS
113
Rosenblum Silverman Sutton
California
$7.18M +$238K +4,671 +3%
OC
114
Oppenheimer & Co
New York
$7.18M +$554K +10,849 +8%
PA
115
Probity Advisors
Texas
$7.08M -$729K -14,274 -9%
FAP
116
Financial Advisory Partners
Florida
$7.03M +$7.03M +137,746 New
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$6.95M -$409K -8,007 -6%
FCIM
118
Fairview Capital Investment Management
California
$6.89M +$1.45M +28,350 +27%
CM
119
Columbus Macro
Pennsylvania
$6.87M +$1.05M +20,636 +18%
BBVA
120
Banco Bilbao Vizcaya Argentaria
Spain
$6.8M -$6.71M -131,100 -50%
PGFC
121
Peapack-Gladstone Financial Corp
New Jersey
$6.8M -$256K -5,013 -4%
SWA
122
Sax Wealth Advisors
New Jersey
$6.77M +$2.87M +56,207 +74%
Natixis Advisors
123
Natixis Advisors
Massachusetts
$6.76M +$313K +6,140 +5%
PFWA
124
Paces Ferry Wealth Advisors
Georgia
$6.68M +$301K +5,895 +5%
CB
125
Cadence Bank
Mississippi
$6.64M +$691K +13,526 +12%
3 4
5
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