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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
AF
176
Allworth Financial
California
$3.52M -$71.5K -1,402 -2%
FFA
177
Farther Finance Advisors
California
$3.43M +$590K +11,575 +21%
KWM
178
Kingsview Wealth Management
Oregon
$3.41M +$249K +4,887 +8%
BFIM
179
Beese Fulmer Investment Management
Ohio
$3.36M -$20.1K -395 -0.6%
GJIA
180
Glass Jacobson Investment Advisors
Maryland
$3.34M -$426K -8,350 -11%
KPWS
181
Kestra Private Wealth Services
Texas
$3.3M +$89.7K +1,760 +3%
DADC
182
D.A. Davidson & Co
Montana
$3.25M -$348K -6,818 -10%
VA
183
VestGen Advisors
Illinois
$3.24M -$953K -18,697 -23%
PGAM
184
Princeton Global Asset Management
New Jersey
$3.22M +$74.1K +1,453 +2%
PAG
185
Private Advisory Group
Washington
$3.18M +$389K +7,622 +14%
SAM
186
Strive Asset Management
Ohio
$3.17M +$3.16M +62,063 New
HPM
187
Hudson Portfolio Management
New York
$3.14M -$170K -3,330 -5%
Creative Planning
188
Creative Planning
Kansas
$3.08M -$219K -4,305 -7%
EWM
189
Elmwood Wealth Management
California
$3.06M +$1.01M +19,725 +49%
TFA
190
Transamerica Financial Advisors
Florida
$3.05M +$317K +6,228 +12%
ISWM
191
Independent Solutions Wealth Management
New York
$3.05M +$325K +6,371 +12%
ES
192
ETF Store
Kansas
$3.05M +$40.5K +795 +1%
IWC
193
Integrated Wealth Concepts
Massachusetts
$2.94M -$9.25M -181,553 -76%
MOS
194
MGO One Seven
Ohio
$2.89M -$283K -5,559 -9%
WI
195
WrapManager Inc
California
$2.87M -$418K -8,199 -13%
SWM
196
Seed Wealth Management
Illinois
$2.86M -$106K -2,078 -4%
BFG
197
Beacon Financial Group
Texas
$2.79M -$154K -3,027 -5%
WA
198
Waverly Advisors
Alabama
$2.75M -$42.9K -841 -2%
GWANC
199
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.74M +$196K +3,854 +8%
FMTCOCP
200
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.74M +$676K +13,261 +33%