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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 %
SFS
176
Sowell Financial Services
Arkansas
$3.54M +$1.03M +20,231 +41%
SRWM
177
Shira Ridge Wealth Management
California
$3.5M -$196K -3,842 -5%
Thrivent Financial for Lutherans
178
Thrivent Financial for Lutherans
Minnesota
$3.49M -$1.91M -37,518 -35%
WMR
179
Wealth Management Resources
Rhode Island
$3.46M +$1.58M +30,975 +84%
BC
180
Bulwark Capital
Florida
$3.44M +$3.44M +67,419 New
BFG
181
Bleakley Financial Group
New Jersey
$3.38M -$97.2K -1,906 -3%
BFIM
182
Beese Fulmer Investment Management
Ohio
$3.38M +$3.38M +66,261 New
VFO
183
Virtus Family Office
Texas
$3.35M +$193K +3,780 +6%
HPM
184
Hudson Portfolio Management
New York
$3.31M +$67.1K +1,315 +2%
Creative Planning
185
Creative Planning
Kansas
$3.3M -$487K -9,549 -13%
WI
186
WrapManager Inc
California
$3.28M +$359K +7,029 +12%
LWANC
187
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.21M +$3.15M +160,465 +5,002%
KPWS
188
Kestra Private Wealth Services
Texas
$3.21M +$208K +4,073 +7%
MOS
189
MGO One Seven
Ohio
$3.17M +$63.3K +1,241 +2%
KWM
190
Kingsview Wealth Management
Oregon
$3.16M -$511K -10,015 -14%
BCM
191
Brookstone Capital Management
Illinois
$3.15M -$517K -10,129 -14%
PGAM
192
Princeton Global Asset Management
New Jersey
$3.14M +$86.2K +1,689 +3%
GKWIM
193
Gerber Kawasaki Wealth & Investment Management
California
$3.09M -$81.6K -1,600 -3%
PA
194
PFG Advisors
Arizona
$3.03M +$102 +2 +0%
ES
195
ETF Store
Kansas
$3.01M +$398K +7,809 +15%
SWM
196
Seed Wealth Management
Illinois
$2.96M +$2.96M +57,970 New
BFG
197
Beacon Financial Group
Texas
$2.94M -$760K -14,889 -21%
Jones Financial Companies
198
Jones Financial Companies
Missouri
$2.93M +$810K +15,870 +38%
TPWA
199
TRUE Private Wealth Advisors
Oregon
$2.89M -$42M -823,167 -94%
FFA
200
Farther Finance Advisors
California
$2.84M -$83.8K -1,642 -3%
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