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iShares Floating Rate Bond ETF
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Overview Fund Activity

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
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$78.4M
2
Bank of America
Bank of America
North Carolina
+$49.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$44.5M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$43.5M
5
VCA
Verdence Capital Advisors
Maryland
+$36.9M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$219M
2
MC
McMorgan & Co
California
-$22.1M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$17.5M
4
RWM
Rezny Wealth Management
Florida
-$13.7M
5
WWM
Whalen Wealth Management
Nevada
-$7.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
GJIA
176
Glass Jacobson Investment Advisors
Maryland
$3.95M – – –
AF
177
Advisornet Financial
Minnesota
$3.94M -$59.6K -1,167 -1%
DWG
178
Darden Wealth Group
Michigan
$3.8M +$77.5K +1,519 +2%
Creative Planning
179
Creative Planning
Kansas
$3.79M +$178K +3,487 +5%
OPWM
180
Oxinas Partners Wealth Management
Indiana
$3.74M +$3.28M +64,298 +717%
BF
181
Baring Financial
Washington
$3.73M +$1.26M +24,689 +51%
BFG
182
Beacon Financial Group
Texas
$3.7M -$7.29M -142,828 -66%
AF
183
Allworth Financial
California
$3.7M -$545K -10,723 -13%
SRWM
184
Shira Ridge Wealth Management
California
$3.7M +$74.1K +1,451 +2%
KWM
185
Kingsview Wealth Management
Oregon
$3.67M +$1.27M +24,783 +53%
BCM
186
Brookstone Capital Management
Illinois
$3.67M +$1.3M +25,486 +55%
VA
187
VestGen Advisors
Illinois
$3.64M +$3.64M +71,282 New
WPC
188
White Pine Capital
Minnesota
$3.61M -$184K -3,613 -5%
BFG
189
Bleakley Financial Group
New Jersey
$3.48M +$272K +5,320 +8%
AWM
190
Axxcess Wealth Management
California
$3.45M +$695K +13,612 +25%
Mercer Global Advisors
191
Mercer Global Advisors
Colorado
$3.27M -$1.1M -21,615 -25%
AAS
192
Avantax Advisory Services
Texas
$3.27M +$483K +9,454 +17%
Janney Montgomery Scott
193
Janney Montgomery Scott
Pennsylvania
$3.26M -$34.2K -670 -1%
HPM
194
Hudson Portfolio Management
New York
$3.24M +$246K +4,811 +8%
DL
195
DOHJ LLC
Washington
$3.23M +$282K +5,529 +10%
CA
196
CoreCap Advisors
Michigan
$3.23M +$3.03M +59,375 +1,520%
MFG
197
Merit Financial Group
Georgia
$3.22M +$2.34M +45,901 +269%
GKWIM
198
Gerber Kawasaki Wealth & Investment Management
California
$3.17M +$1.08M +21,192 +52%
VFO
199
Virtus Family Office
Texas
$3.16M -$153K -2,990 -5%
MOS
200
MGO One Seven
Ohio
$3.11M -$129K -2,527 -4%
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