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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
WMG
101
WESCAP Management Group
California
$7.89M -$6.57K -129 -0.1%
FA
102
FC Advisory
Pennsylvania
$7.85M +$302K +5,926 +4%
PFWA
103
Paces Ferry Wealth Advisors
Georgia
$7.75M +$800K +15,714 +12%
CIBC World Market
104
CIBC World Market
Ontario, Canada
$7.73M +$2.97M +58,349 +62%
RFM
105
Royal Fund Management
Florida
$7.45M -$8.67M -170,176 -54%
BWM
106
Buska Wealth Management
Wisconsin
$7.38M -$2.38M -46,753 -24%
CC
107
Courier Capital
New York
$7.3M -$193K -3,793 -3%
MS
108
Monetary Solutions
Ohio
$7.22M +$7.23M +141,971 New
SWP
109
Stratos Wealth Partners
Ohio
$7.19M +$948K +18,620 +15%
OC
110
Oppenheimer & Co
New York
$7.16M +$15.1K +297 +0.2%
FFP
111
Forbes Financial Planning
Rhode Island
$7.11M +$7.11M +139,592 New
Betterment LLC
112
Betterment LLC
New York
$7.06M -$3.61M -70,798 -34%
AFG
113
Atomi Financial Group
New York
$7.06M +$420K +8,243 +6%
SRWM
114
Shira Ridge Wealth Management
California
$7.06M +$3M +58,813 +74%
OPAM
115
Ocean Park Asset Management
California
$6.99M -$12.1M -236,600 -63%
GCP
116
GSA Capital Partners
United Kingdom
$6.99M +$6.99M +137,329 New
PA
117
Probity Advisors
Texas
$6.95M +$192K +3,779 +3%
HH
118
Hilltop Holdings
Texas
$6.51M +$189K +3,720 +3%
FC
119
FCA Corp
Texas
$6.5M +$342K +6,716 +6%
BCA
120
Bay Colony Advisors
Massachusetts
$6.47M -$468K -9,180 -7%
PGFC
121
Peapack-Gladstone Financial Corp
New Jersey
$6.47M -$266K -5,222 -4%
JWCA
122
J.W. Cole Advisors
Florida
$6.42M +$773K +15,176 +11%
NP
123
Nilsine Partners
Colorado
$6.38M +$1.17M +22,877 +22%
KNW
124
Kesler Norman & Wride
Utah
$6.32M -$392K -7,703 -6%
CT
125
Colonial Trust
South Carolina
$6.27M -$3.67K -72 -0.1%