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iShares Floating Rate Bond ETF

657 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 79 funds opening new positions, 246 increasing their positions, 233 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 47

14% more funds holding in top 10

Funds holding in top 10: 3641 (+5)

6% more capital invested

Capital invested by funds: $5.35B → $5.65B (+$302M)

3% more funds holding

Funds holding: 638657 (+19)

1.61% more ownership

Funds ownership: 59.39%61% (+1.6%)

6% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 233

Holders
657
Holders Change
+19
Holders Change %
+2.98%
% of All Funds
8.09%
Holding in Top 10
41
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.89%
% of All Funds
0.5%
New
79
Increased
246
Reduced
233
Closed
47
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BF
151
Baring Financial
Washington
$4.84M +$216K +4,233 +5%
WPC
152
White Pine Capital
Minnesota
$4.83M +$37K +726 +0.8%
HHRDM
153
H&H Retirement Design & Management
Nevada
$4.71M +$4.71M +92,513 New
Creative Planning
154
Creative Planning
Kansas
$4.63M +$1.77M +34,733 +62%
CBT
155
Crews Bank & Trust
Florida
$4.61M +$509K +10,000 +12%
WAM
156
WealthTrust Asset Management
Florida
$4.54M -$169K -3,323 -4%
RWP
157
RWA Wealth Partners
Massachusetts
$4.51M -$933K -18,322 -17%
Corient Private Wealth
158
Corient Private Wealth
Florida
$4.51M -$4.83M -94,834 -52%
TW
159
Tempo Wealth
Ohio
$4.41M +$2.52M +49,400 +133%
TWM
160
Thryve Wealth Management
Texas
$4.38M +$1.12M +22,046 +34%
FCIM
161
Fairview Capital Investment Management
California
$4.33M -$134K -2,625 -3%
1832 Asset Management
162
1832 Asset Management
Ontario, Canada
$4.29M -$36.1M -708,753 -89%
MG
163
Marex Group
$4.26M +$4.26M +83,592 New
PAG
164
Powers Advisory Group
Illinois
$4.25M +$774K +15,194 +22%
ACM
165
AlphaStar Capital Management
North Carolina
$4.23M +$532K +10,441 +14%
PAG
166
Private Advisor Group
New Jersey
$4.19M -$262K -5,151 -6%
FMTCOCP
167
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.19M +$922K +18,112 +28%
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$4.15M +$4.03M +79,207 +3,568%
HH
169
Hilltop Holdings
Texas
$4.11M -$2.41M -47,330 -37%
SA
170
Scarborough Advisors
Maryland
$4.1M -$53.2K -1,045 -1%
IWS
171
Insight Wealth Strategies
California
$4.09M +$40.3K +791 +1%
WFS
172
Weitzel Financial Services
Iowa
$4.08M -$70.2K -1,378 -2%
VFO
173
Virtus Family Office
Texas
$4.06M -$458K -9,000 -10%
Mercer Global Advisors
174
Mercer Global Advisors
Colorado
$4.05M +$2.61M +51,160 +181%
NF
175
Napier Financial
Massachusetts
$4.01M -$273K -5,368 -6%