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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
SWP
126
Stratos Wealth Partners
Ohio
$6.27M +$290K +5,694 +5%
WCG
127
Weaver Consulting Group
California
$6.27M -$351K -6,884 -5%
Natixis Advisors
128
Natixis Advisors
Massachusetts
$6.24M -$27.7K -543 -0.4%
FC
129
FCA Corp
Texas
$6.18M +$12.9K +254 +0.2%
ICP
130
Impact Capital Partners
Colorado
$5.91M -$6.07K -119 -0.1%
Citigroup
131
Citigroup
New York
$5.87M -$4.33K -85 -0.1%
RWP
132
RWA Wealth Partners
Massachusetts
$5.81M +$17K +333 +0.3%
FIA
133
Foundations Investment Advisors
Arizona
$5.75M +$1.18M +23,188 +26%
Baird Financial Group
134
Baird Financial Group
Wisconsin
$5.75M +$4.12M +80,737 +254%
JSL
135
JT Stratford LLC
Georgia
$5.71M -$902K -17,701 -14%
BWCS
136
Beirne Wealth Consulting Services
Connecticut
$5.66M +$177K +3,471 +3%
GC
137
Guidance Capital
Kentucky
$5.6M +$636K +12,479 +13%
AWMS
138
Advocacy Wealth Management Services
Georgia
$5.59M -$1.37M -26,823 -20%
SWA
139
Sax Wealth Advisors
New Jersey
$5.56M -$748K -14,671 -12%
Thrivent Financial for Lutherans
140
Thrivent Financial for Lutherans
Minnesota
$5.53M +$2.03M +39,874 +58%
MFG
141
Merit Financial Group
Georgia
$5.48M -$156K -3,066 -3%
EWA
142
EverSource Wealth Advisors
Alabama
$5.46M +$80.1K +1,572 +1%
UCFA
143
United Capital Financial Advisors
Texas
$5.42M -$4.47M -87,639 -45%
WAP
144
Wealthcare Advisory Partners
Pennsylvania
$5.37M +$693K +13,588 +15%
NP
145
Nilsine Partners
Colorado
$5.24M +$2.58M +50,664 +98%
VFO
146
Virtus Family Office
Texas
$5.09M +$1.73M +33,958 +52%
SA
147
Sanctuary Advisors
Indiana
$5.07M +$447K +8,779 +10%
HNB
148
Huntington National Bank
Ohio
$5.01M
WPC
149
White Pine Capital
Minnesota
$4.87M +$675K +13,247 +16%
Corient Private Wealth
150
Corient Private Wealth
Florida
$4.84M -$595K -11,664 -11%