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iShares Floating Rate Bond ETF
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Overview Fund Activity

662 hedge funds and large institutions have $5.3B invested in iShares Floating Rate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 233 increasing their positions, 260 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
+13
Holders Change %
+2%
% of All Funds
8.89%
Holding in Top 10
36
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.26%
% of All Funds
0.48%
New
73
Increased
233
Reduced
260
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QC
1
Quadrature Capital
United Kingdom
$33.4M
2
WAM
2
WNY Asset Management
New York
$25.8M
3
TNBTD
3
Trustmark National Bank Trust Department
Mississippi
$34.1M
4
LPL Financial
4
LPL Financial
California
$235M
5
Franklin Resources
5
Franklin Resources
California
$164M

Top Sellers

1
DFG
1
Demars Financial Group
Washington
$39M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$0
3
TPWA
3
TRUE Private Wealth Advisors
Oregon
$2.89M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$70.3M
5
NYLIM
5
New York Life Investment Management
New York
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
126
CIBC Private Wealth Group
Georgia
$6.57M +$179K +3,501 +3%
PIM
127
Penobscot Investment Management
Massachusetts
$6.35M -$177K -3,475 -3%
SWA
128
Sax Wealth Advisors
New Jersey
$6.3M -$466K -9,141 -7%
Natixis Advisors
129
Natixis Advisors
Massachusetts
$6.26M -$488K -9,572 -7%
BBVA
130
Banco Bilbao Vizcaya Argentaria
Spain
$6.22M -$534K -10,513 -8%
AWM
131
AE Wealth Management
Kansas
$6.17M +$912K +17,872 +17%
FC
132
FCA Corp
Texas
$6.16M +$158K +3,099 +3%
WC
133
Waterloo Capital
Texas
$6.04M +$140K +2,740 +2%
SWP
134
Stratos Wealth Partners
Ohio
$5.97M +$16.8K +329 +0.3%
ICP
135
Impact Capital Partners
Colorado
$5.91M +$434K +8,497 +8%
Citigroup
136
Citigroup
New York
$5.87M -$15.8K -309 -0.3%
RWP
137
RWA Wealth Partners
Massachusetts
$5.78M -$325K -6,368 -5%
CT
138
Colonial Trust
South Carolina
$5.77M +$100K +1,968 +2%
CIBC World Market
139
CIBC World Market
Ontario, Canada
$5.68M -$9.32M -182,765 -62%
JWCA
140
J.W. Cole Advisors
Florida
$5.66M +$882K +17,278 +18%
MFG
141
Merit Financial Group
Georgia
$5.63M +$2.42M +47,349 +75%
BWCS
142
Beirne Wealth Consulting Services
Connecticut
$5.47M +$288K +5,642 +6%
Corient Private Wealth
143
Corient Private Wealth
Florida
$5.43M -$464K -9,100 -8%
EWA
144
EverSource Wealth Advisors
Alabama
$5.37M +$349K +6,840 +7%
ASN
145
Advisory Services Network
Georgia
$5.29M +$435K +8,527 +9%
CCP
146
Carmel Capital Partners
California
$5.29M +$268K +5,255 +5%
TPBG
147
Turning Point Benefit Group
Maryland
$5.21M -$973K -19,068 -16%
GC
148
Guidance Capital
Kentucky
$4.94M +$756K +14,859 +18%
HNB
149
Huntington National Bank
Ohio
$4.85M -$5.02M – –
FCIM
150
Fairview Capital Investment Management
California
$4.84M -$2.04M -40,050 -30%
4 5
6
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