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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
FIA
126
Foundations Investment Advisors
Arizona
$6.23M +$506K +9,929 +9%
RSS
127
Rosenblum Silverman Sutton
California
$6.21M -$392K -7,701 -6%
HTC
128
Haverford Trust Company
Pennsylvania
$6.16M -$323K -6,339 -5%
CAG
129
Crestwood Advisors Group
Massachusetts
$6.13M +$4.26M +83,608 +226%
CRWM
130
Castle Rock Wealth Management
California
$6.07M -$1.52M -29,793 -20%
WAP
131
Wealthcare Advisory Partners
Pennsylvania
$6.02M +$673K +13,220 +13%
BWCS
132
Beirne Wealth Consulting Services
Connecticut
$5.93M +$296K +5,816 +5%
CFO
133
Callan Family Office
Pennsylvania
$5.87M +$5.88M +115,511 New
ICP
134
Impact Capital Partners
Colorado
$5.81M -$74.4K -1,461 -1%
JSL
135
JT Stratford LLC
Georgia
$5.68M -$11.9K -234 -0.2%
EWA
136
EverSource Wealth Advisors
Alabama
$5.58M +$144K +2,822 +3%
RWP
137
RWA Wealth Partners
Massachusetts
$5.44M -$347K -6,819 -6%
CCG
138
Chatham Capital Group
Georgia
$5.42M -$1.77M -34,660 -25%
State Farm Mutual Automobile Insurance
139
State Farm Mutual Automobile Insurance
Illinois
$5.37M +$1.83M +35,965 +52%
WCG
140
Weaver Consulting Group
California
$5.31M -$933K -18,308 -15%
W
141
WorthPointe
California
$5.29M +$4.64M +91,178 +714%
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$5.25M +$4.6M +90,367 +705%
AWM
143
AE Wealth Management
Kansas
$5.19M -$1.21M -23,701 -19%
KWM
144
KW Wealth Management
California
$5.16M +$896K +17,586 +21%
AWMS
145
Advocacy Wealth Management Services
Georgia
$5.15M -$418K -8,210 -8%
RIA
146
Regal Investment Advisors
Michigan
$4.99M +$228K +4,483 +5%
Thrivent Financial for Lutherans
147
Thrivent Financial for Lutherans
Minnesota
$4.9M -$610K -11,977 -11%
WPC
148
White Pine Capital
Minnesota
$4.79M -$62.6K -1,229 -1%
MCM
149
Monument Capital Management
Virginia
$4.73M -$43.1K -846 -0.9%
WAM
150
WealthTrust Asset Management
Florida
$4.7M -$1.89K -37 -0%