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iShares Floating Rate Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CAGAS
126
Capital Advisory Group Advisory Services
Minnesota
$6.61M +$601K +11,768 +10%
PIM
127
Penobscot Investment Management
Massachusetts
$6.53M +$663K +12,979 +11%
HH
128
Hilltop Holdings
Texas
$6.51M +$1.88M +36,766 +41%
WCG
129
Weaver Consulting Group
California
$6.35M +$744K +14,572 +13%
SPIA
130
Steward Partners Investment Advisory
New York
$6.34M -$259K -5,082 -4%
CIBC Private Wealth Group
131
CIBC Private Wealth Group
Georgia
$6.28M +$628K +12,520 +11%
AWMS
132
Advocacy Wealth Management Services
Georgia
$6.11M +$1M +19,671 +20%
RWP
133
RWA Wealth Partners
Massachusetts
$6.11M -$487K -9,535 -7%
TPBG
134
Turning Point Benefit Group
Maryland
$6.09M +$3.45M +68,663 +131%
AFG
135
Atomi Financial Group
New York
$6.09M +$372K +7,280 +7%
FA
136
FC Advisory
Pennsylvania
$6.06M +$6.06M +118,727 New
FC
137
FCA Corp
Texas
$6.01M +$36.7K +718 +0.6%
KAS
138
Kestra Advisory Services
Texas
$5.97M -$1.7M -33,279 -22%
SWP
139
Stratos Wealth Partners
Ohio
$5.96M +$916K +17,941 +18%
WC
140
Waterloo Capital
Texas
$5.9M +$391K +7,661 +7%
Corient Private Wealth
141
Corient Private Wealth
Florida
$5.9M -$377K -7,383 -6%
Citigroup
142
Citigroup
New York
$5.89M -$8.99K -176 -0.2%
ACM
143
AlphaStar Capital Management
North Carolina
$5.79M +$3.38M +66,219 +140%
IGAM
144
iA Global Asset Management
Quebec, Canada
$5.77M +$5.77M +113,000 New
CT
145
Colonial Trust
South Carolina
$5.67M -$16.3K -319 -0.3%
ICP
146
Impact Capital Partners
Colorado
$5.48M +$919K +17,997 +20%
Thrivent Financial for Lutherans
147
Thrivent Financial for Lutherans
Minnesota
$5.4M -$66.5K -1,303 -1%
WAM
148
WealthTrust Asset Management
Florida
$5.28M +$1M +19,590 +23%
AWM
149
AE Wealth Management
Kansas
$5.26M +$30.9K +605 +0.6%
BWCS
150
Beirne Wealth Consulting Services
Connecticut
$5.19M +$67.6K +1,323 +1%