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iShares Floating Rate Bond ETF
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Overview Fund Activity

662 hedge funds and large institutions have $5.3B invested in iShares Floating Rate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 233 increasing their positions, 260 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
+13
Holders Change %
+2%
% of All Funds
8.88%
Holding in Top 10
36
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.26%
% of All Funds
0.48%
New
73
Increased
233
Reduced
260
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QC
1
Quadrature Capital
United Kingdom
$33.4M
2
WAM
2
WNY Asset Management
New York
$25.8M
3
TNBTD
3
Trustmark National Bank Trust Department
Mississippi
$34.1M
4
LPL Financial
4
LPL Financial
California
$235M
5
Franklin Resources
5
Franklin Resources
California
$164M

Top Sellers

1
DFG
1
Demars Financial Group
Washington
$39M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$0
3
TPWA
3
TRUE Private Wealth Advisors
Oregon
$2.89M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$70.3M
5
NYLIM
5
New York Life Investment Management
New York
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
151
Monument Capital Management
Virginia
$4.79M +$4.79M +93,977 New
WAM
152
WealthTrust Asset Management
Florida
$4.7M -$581K -11,378 -11%
WAP
153
Wealthcare Advisory Partners
Pennsylvania
$4.67M +$4.67M +91,513 New
RIA
154
Regal Investment Advisors
Michigan
$4.64M +$56.6K +1,109 +1%
IAS
155
Insigneo Advisory Services
Florida
$4.56M +$3.65M +71,545 +399%
FIA
156
Foundations Investment Advisors
Arizona
$4.56M +$377K +7,386 +9%
SA
157
Scarborough Advisors
Maryland
$4.35M +$74K +1,451 +2%
WPC
158
White Pine Capital
Minnesota
$4.19M +$587K +11,506 +16%
VA
159
VestGen Advisors
Illinois
$4.19M +$548K +10,748 +15%
FSA
160
Financial Sense Advisors
California
$4.14M -$4.18M -81,851 -50%
Janney Montgomery Scott
161
Janney Montgomery Scott
Pennsylvania
$4.13M +$870K +17,058 +27%
WFS
162
Weitzel Financial Services
Iowa
$4.11M -$67.8K -1,331 -2%
CIC
163
Canal Insurance Company
South Carolina
$3.98M – – –
BF
164
Baring Financial
Washington
$3.94M +$210K +4,124 +6%
AF
165
Advisornet Financial
Minnesota
$3.93M -$9.69K -190 -0.2%
DWG
166
Darden Wealth Group
Michigan
$3.87M +$76K +1,490 +2%
IWS
167
Insight Wealth Strategies
California
$3.8M -$225K -4,426 -6%
GJIA
168
Glass Jacobson Investment Advisors
Maryland
$3.76M -$198K -3,873 -5%
AAS
169
Avantax Advisory Services
Texas
$3.71M +$451K +8,838 +14%
AA
170
Alesco Advisors
New York
$3.71M +$2.48M +48,650 +202%
BNP Paribas Financial Markets
171
BNP Paribas Financial Markets
France
$3.68M -$346K -6,786 -9%
AWA
172
Arete Wealth Advisors
Illinois
$3.63M -$528K -10,344 -13%
IAN
173
Integrated Advisors Network
Texas
$3.6M -$4.66M -91,398 -56%
DADC
174
D.A. Davidson & Co
Montana
$3.59M +$640K +12,539 +22%
AF
175
Allworth Financial
California
$3.58M -$123K -2,419 -3%
5 6
7
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