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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
WMG
101
WESCAP Management Group
California
$7.93M -$2.85K -56 -0%
OPPS
102
Obsidian Personal Planning Solutions
Maryland
$7.91M +$232K +4,555 +3%
PCP
103
Proficio Capital Partners
Massachusetts
$7.89M +$7.87M +154,362 New
JIR
104
James Investment Research
Ohio
$7.82M -$747K -14,661 -9%
FA
105
FC Advisory
Pennsylvania
$7.58M +$154K +3,014 +2%
CRWM
106
Castle Rock Wealth Management
California
$7.58M -$525K -10,302 -6%
CC
107
Courier Capital
New York
$7.52M -$258K -5,053 -3%
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$7.39M -$96.7K -1,898 -1%
PIM
109
Penobscot Investment Management
Massachusetts
$7.26M +$902K +17,703 +14%
JWCA
110
J.W. Cole Advisors
Florida
$7.23M +$1.55M +30,499 +27%
CCG
111
Chatham Capital Group
Georgia
$7.22M -$66.3K -1,300 -0.9%
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$7.21M +$377K +7,388 +6%
OC
113
Oppenheimer & Co
New York
$7.18M -$339K -6,642 -5%
YCG
114
Yeomans Consulting Group
Georgia
$7.15M +$204K +3,994 +3%
PFWA
115
Paces Ferry Wealth Advisors
Georgia
$6.98M +$40.1K +786 +0.6%
BCA
116
Bay Colony Advisors
Massachusetts
$6.97M +$5.74M +112,686 +475%
PA
117
Probity Advisors
Texas
$6.79M +$97.6K +1,914 +1%
PGFC
118
Peapack-Gladstone Financial Corp
New Jersey
$6.76M +$29.8K +585 +0.4%
KNW
119
Kesler Norman & Wride
Utah
$6.72M -$789K -15,475 -10%
AFG
120
Atomi Financial Group
New York
$6.67M -$241K -4,720 -3%
RSS
121
Rosenblum Silverman Sutton
California
$6.63M -$132K -2,595 -2%
HTC
122
Haverford Trust Company
Pennsylvania
$6.51M -$38.8M -761,186 -86%
AWM
123
AE Wealth Management
Kansas
$6.42M +$244K +4,784 +4%
HH
124
Hilltop Holdings
Texas
$6.35M -$721K -14,154 -10%
CT
125
Colonial Trust
South Carolina
$6.3M +$525K +10,295 +9%