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iShares Floating Rate Bond ETF

657 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 79 funds opening new positions, 246 increasing their positions, 233 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 47

14% more funds holding in top 10

Funds holding in top 10: 3641 (+5)

6% more capital invested

Capital invested by funds: $5.35B → $5.65B (+$302M)

3% more funds holding

Funds holding: 638657 (+19)

1.61% more ownership

Funds ownership: 59.39%61% (+1.6%)

6% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 233

Holders
657
Holders Change
+19
Holders Change %
+2.98%
% of All Funds
8.09%
Holding in Top 10
41
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.89%
% of All Funds
0.5%
New
79
Increased
246
Reduced
233
Closed
47
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ISWM
126
Independent Solutions Wealth Management
New York
$6.42M +$2.78M +54,615 +77%
KNW
127
Kesler Norman & Wride
Utah
$6.41M +$80.1K +1,573 +1%
RSS
128
Rosenblum Silverman Sutton
California
$6.38M +$157K +3,075 +3%
PGFC
129
Peapack-Gladstone Financial Corp
New Jersey
$6.38M -$101K -1,986 -2%
CRWM
130
Castle Rock Wealth Management
California
$6.26M +$216K +4,236 +4%
OPAM
131
Ocean Park Asset Management
California
$6.24M -$759K -14,900 -11%
JSL
132
JT Stratford LLC
Georgia
$6.14M +$450K +8,837 +8%
CFO
133
Callan Family Office
Pennsylvania
$6.07M +$184K +3,606 +3%
NP
134
Nilsine Partners
Colorado
$6.05M -$348K -6,839 -5%
ASN
135
Advisory Services Network
Georgia
$6.02M +$1.7M +33,349 +39%
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$6M +$742K +14,570 +14%
ICP
137
Impact Capital Partners
Colorado
$5.92M +$94.6K +1,857 +2%
Principal Financial Group
138
Principal Financial Group
Iowa
$5.86M +$3.98M +78,250 +213%
AWMS
139
Advocacy Wealth Management Services
Georgia
$5.78M +$628K +12,329 +12%
Jones Financial Companies
140
Jones Financial Companies
Missouri
$5.61M +$1.43M +28,124 +34%
IAA
141
Independent Advisor Alliance
North Carolina
$5.59M +$3.72M +72,990 +199%
EFG
142
Everest Financial Group
Minnesota
$5.51M +$5.51M +108,129 New
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$5.41M -$11.5M -225,224 -68%
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$5.4M +$5.08M +99,790 +1,604%
RIA
145
Regal Investment Advisors
Michigan
$5.25M +$257K +5,042 +5%
SA
146
Sanctuary Advisors
Indiana
$5.22M +$538K +10,561 +11%
HTC
147
Haverford Trust Company
Pennsylvania
$5.14M -$1.03M -20,253 -17%
BCA
148
Bay Colony Advisors
Massachusetts
$5.05M -$1.43M -28,120 -22%
WCG
149
Weaver Consulting Group
California
$5.03M -$291K -5,719 -5%
AWM
150
AE Wealth Management
Kansas
$4.95M -$251K -4,930 -5%