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iShares Floating Rate Bond ETF

645 hedge funds and large institutions have $5.39B invested in iShares Floating Rate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 237 increasing their positions, 257 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more funds holding in top 10

Funds holding in top 10: 3738 (+1)

1% more capital invested

Capital invested by funds: $5.35B → $5.39B (+$39.8M)

0.09% more ownership

Funds ownership: 59.72%59.8% (+0.09%)

8% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 257

4% less funds holding

Funds holding: 675645 (-30)

25% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 71

Holders
645
Holders Change
-30
Holders Change %
-4.44%
% of All Funds
8.47%
Holding in Top 10
38
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.7%
% of All Funds
0.5%
New
53
Increased
237
Reduced
257
Closed
71
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
151
Monument Capital Management
Virginia
$4.8M -$4.64K -91 -0.1%
CIBC World Market
152
CIBC World Market
Ontario, Canada
$4.78M -$899K -17,644 -16%
RIA
153
Regal Investment Advisors
Michigan
$4.78M +$135K +2,654 +3%
WAM
154
WealthTrust Asset Management
Florida
$4.72M +$18K +354 +0.4%
FCIM
155
Fairview Capital Investment Management
California
$4.7M -$150K -2,950 -3%
AA
156
Alesco Advisors
New York
$4.55M +$826K +16,211 +22%
VC
157
Vicus Capital
Pennsylvania
$4.29M +$3.58M +70,144 +505%
KWM
158
KW Wealth Management
California
$4.29M +$4.28M +83,959 New
ASN
159
Advisory Services Network
Georgia
$4.23M -$1.06M -20,718 -20%
SA
160
Scarborough Advisors
Maryland
$4.23M -$125K -2,451 -3%
WFS
161
Weitzel Financial Services
Iowa
$4.16M +$59.5K +1,168 +1%
SRWM
162
Shira Ridge Wealth Management
California
$4.08M +$580K +11,380 +17%
BF
163
Baring Financial
Washington
$4.04M +$100K +1,964 +3%
CIC
164
Canal Insurance Company
South Carolina
$3.98M
Janney Montgomery Scott
165
Janney Montgomery Scott
Pennsylvania
$3.98M -$159K -3,127 -4%
DWG
166
Darden Wealth Group
Michigan
$3.97M +$93.4K +1,832 +2%
IWS
167
Insight Wealth Strategies
California
$3.82M -$4.13K -81 -0.1%
AF
168
Advisornet Financial
Minnesota
$3.76M -$179K -3,520 -5%
IAS
169
Insigneo Advisory Services
Florida
$3.69M -$874K -17,151 -19%
BCM
170
Brookstone Capital Management
Illinois
$3.66M +$509K +9,994 +16%
BFG
171
Bleakley Financial Group
New Jersey
$3.62M +$234K +4,592 +7%
CIBC Private Wealth Group
172
CIBC Private Wealth Group
Georgia
$3.58M -$2.99M -58,612 -46%
State Farm Mutual Automobile Insurance
173
State Farm Mutual Automobile Insurance
Illinois
$3.56M +$2.86M +56,143 +418%
Jones Financial Companies
174
Jones Financial Companies
Missouri
$3.55M +$609K +11,946 +21%
WMR
175
Wealth Management Resources
Rhode Island
$3.54M +$74.7K +1,466 +2%