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iShares Floating Rate Bond ETF

652 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 77 funds opening new positions, 245 increasing their positions, 231 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.58% more ownership

Funds ownership: 59.36%60.94% (+1.6%)

6% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 231

Holders
652
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
41
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
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
KNW
127
Kesler Norman & Wride
Utah
$6.41M
RSS
128
Rosenblum Silverman Sutton
California
$6.38M
PGFC
129
Peapack-Gladstone Financial Corp
New Jersey
$6.38M
CRWM
130
Castle Rock Wealth Management
California
$6.26M
OPAM
131
Ocean Park Asset Management
California
$6.24M
JSL
132
JT Stratford LLC
Georgia
$6.14M
CFO
133
Callan Family Office
Pennsylvania
$6.07M
NP
134
Nilsine Partners
Colorado
$6.05M
ASN
135
Advisory Services Network
Georgia
$6.02M
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$6M
ICP
137
Impact Capital Partners
Colorado
$5.92M
Principal Financial Group
138
Principal Financial Group
Iowa
$5.86M
AWMS
139
Advocacy Wealth Management Services
Georgia
$5.78M
Jones Financial Companies
140
Jones Financial Companies
Missouri
$5.61M
IAA
141
Independent Advisor Alliance
North Carolina
$5.59M
EFG
142
Everest Financial Group
Minnesota
$5.51M
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$5.41M
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$5.4M
RIA
145
Regal Investment Advisors
Michigan
$5.25M
SA
146
Sanctuary Advisors
Indiana
$5.22M
HTC
147
Haverford Trust Company
Pennsylvania
$5.14M
BCA
148
Bay Colony Advisors
Massachusetts
$5.05M
WCG
149
Weaver Consulting Group
California
$5.03M
AWM
150
AE Wealth Management
Kansas
$4.95M