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iShares Floating Rate Bond ETF

648 hedge funds and large institutions have $6.21B invested in iShares Floating Rate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 319 increasing their positions, 188 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
-4
Holders Change %
-0.61%
% of All Funds
8.8%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
0.52%
New
59
Increased
319
Reduced
188
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
151
EverSource Wealth Advisors
Alabama
$5.03M +$748K +14,662 +17%
HNB
152
Huntington National Bank
Ohio
$5.02M -$5.04M
CCP
153
Carmel Capital Partners
California
$5.02M -$7.36M -144,216 -59%
Envestnet Portfolio Solutions
154
Envestnet Portfolio Solutions
Illinois
$4.95M +$49.4K +967 +1%
AG
155
Ascent Group
Virginia
$4.94M +$4.66M +91,368 +1,710%
SIM
156
SSI Investment Management
California
$4.86M +$141K +2,762 +3%
ASN
157
Advisory Services Network
Georgia
$4.85M +$265K +5,192 +6%
WAM
158
WNY Asset Management
New York
$4.82M +$3.81M +74,631 +379%
JWCA
159
J.W. Cole Advisors
Florida
$4.78M +$3.21M +62,969 +205%
PDL
160
Portfolio Design Labs
California
$4.67M -$36.5K -715 -0.8%
SIA
161
Schechter Investment Advisors
Michigan
$4.61M +$181K +3,538 +4%
RIA
162
Regal Investment Advisors
Michigan
$4.58M +$42.4K +831 +0.9%
UFA
163
US Financial Advisors
Massachusetts
$4.29M -$80.9K -1,585 -2%
SA
164
Scarborough Advisors
Maryland
$4.28M +$78.1K +1,529 +2%
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$4.21M +$676K +13,240 +19%
FIA
166
Foundations Investment Advisors
Arizona
$4.19M +$3.04M +59,479 +264%
GC
167
Guidance Capital
Kentucky
$4.18M -$181K -3,564 -4%
WFS
168
Weitzel Financial Services
Iowa
$4.17M +$26.2K +515 +0.6%
AWA
169
Arete Wealth Advisors
Illinois
$4.16M +$1.06M +20,855 +34%
CI
170
CacheTech Inc
Utah
$4.05M +$816K +15,992 +25%
AWM
171
Adams Wealth Management
Utah
$4.05M +$816K +15,992 +25%
IWS
172
Insight Wealth Strategies
California
$4.05M -$65.5K -1,283 -2%
BNP Paribas Financial Markets
173
BNP Paribas Financial Markets
France
$4.03M -$2.27M -44,522 -36%
WS
174
Wedbush Securities
California
$4.02M +$25.1K +492 +0.6%
CIC
175
Canal Insurance Company
South Carolina
$3.98M -$1.12M -22,000 -22%