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iShares Floating Rate Bond ETF

638 hedge funds and large institutions have $5.35B invested in iShares Floating Rate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 251 increasing their positions, 222 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 222

6% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 64

0.42% less ownership

Funds ownership: 59.8%59.39% (-0.42%)

1% less capital invested

Capital invested by funds: $5.39B → $5.35B (-$37.7M)

1% less funds holding

Funds holding: 645638 (-7)

5% less funds holding in top 10

Funds holding in top 10: 3836 (-2)

Holders
638
Holders Change
-7
Holders Change %
-1.09%
% of All Funds
7.76%
Holding in Top 10
36
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.26%
% of All Funds
0.44%
New
68
Increased
251
Reduced
222
Closed
64
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
176
Farther Finance Advisors
California
$3.44M +$17.5K +344 +0.5%
KWM
177
Kingsview Wealth Management
Oregon
$3.42M +$23.1K +454 +0.7%
KPWS
178
Kestra Private Wealth Services
Texas
$3.34M +$59.4K +1,167 +2%
PCM
179
Prelude Capital Management
New York
$3.33M +$1.3M +25,510 +64%
HI
180
Harbour Investments
Wisconsin
$3.33M +$1.66M +32,575 +99%
SFS
181
Sowell Financial Services
Arkansas
$3.32M +$1.43M +28,156 +76%
DADC
182
D.A. Davidson & Co
Montana
$3.31M +$74.4K +1,460 +2%
PGAM
183
Princeton Global Asset Management
New Jersey
$3.3M +$96.5K +1,895 +3%
BIG
184
Brookwood Investment Group
Arizona
$3.29M +$1.72M +33,813 +109%
CIBC Private Wealth Group
185
CIBC Private Wealth Group
Georgia
$3.28M -$287K -5,636 -8%
Wealth Enhancement Advisory Services
186
Wealth Enhancement Advisory Services
Minnesota
$3.27M +$1.66M +32,533 +102%
FMTCOCP
187
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.26M +$536K +10,523 +20%
TWM
188
Thryve Wealth Management
Texas
$3.25M +$3.26M +63,967 New
NP
189
NorthRock Partners
Minnesota
$3.25M +$541K +10,623 +20%
AF
190
Allworth Financial
California
$3.24M -$257K -5,054 -7%
BCM
191
Brookstone Capital Management
Illinois
$3.19M -$454K -8,921 -12%
AWM
192
Axxcess Wealth Management
California
$3.15M +$472K +9,270 +18%
BFIM
193
Beese Fulmer Investment Management
Ohio
$3.12M -$227K -4,452 -7%
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
$3.12M -$4.07M -79,832 -57%
MOS
195
MGO One Seven
Ohio
$3.09M +$217K +4,257 +8%
NRI
196
NFP Retirement Inc
California
$2.92M +$361K +7,094 +14%
GWANC
197
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.9M +$168K +3,306 +6%
TFA
198
Transamerica Financial Advisors
Florida
$2.88M -$161K -3,164 -5%
ES
199
ETF Store
Kansas
$2.87M -$169K -3,312 -6%
GJIA
200
Glass Jacobson Investment Advisors
Maryland
$2.86M -$471K -9,253 -14%