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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
Quadrature Capital
United Kingdom
$33.4M
2
WAM
WNY Asset Management
New York
$25.8M
3
TNBTD
Trustmark National Bank Trust Department
Mississippi
$34.1M
4
LPL Financial
LPL Financial
California
$235M
5
Franklin Resources
Franklin Resources
California
$164M

Top Sellers

1
DFG
Demars Financial Group
Washington
$39M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
3
TPWA
TRUE Private Wealth Advisors
Oregon
$2.89M
4
Renaissance Technologies
Renaissance Technologies
New York
$70.3M
5
NYLIM
New York Life Investment Management
New York
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
201
Waverly Advisors
Alabama
$2.79M -$3.01K -59 -0.1%
PAG
202
Private Advisory Group
Washington
$2.79M +$363K +7,108 +15%
AWM
203
Axxcess Wealth Management
California
$2.78M -$667K -13,066 -19%
EIA
204
Eldridge Investment Advisors
New Hampshire
$2.78M +$13K +255 +0.5%
CAAS
205
Capital Asset Advisory Services
Michigan
$2.77M -$86K -1,692 -3%
LCWP
206
Legacy Capital Wealth Partners
Arkansas
$2.74M +$26.8K +525 +1%
AC
207
Allstate Corporation
Illinois
$2.74M +$2.74M +53,629 New
TFA
208
Transamerica Financial Advisors
Florida
$2.73M +$150K +2,934 +6%
ISWM
209
Independent Solutions Wealth Management
New York
$2.72M +$116K +2,277 +4%
BCI
210
Blue Capital Inc
Nebraska
$2.7M +$2.7M +52,847 New
BAM
211
Belpointe Asset Management
Nevada
$2.68M -$123K -2,404 -4%
DWP
212
Destiny Wealth Partners
Florida
$2.67M +$227K +4,456 +9%
RFM
213
Royal Fund Management
Florida
$2.67M +$2.38M +46,704 +840%
NP
214
Nilsine Partners
Colorado
$2.65M +$409K +8,007 +18%
PAS
215
Park Avenue Securities
New York
$2.63M -$329K -6,450 -11%
Susquehanna International Group
216
Susquehanna International Group
Pennsylvania
$2.6M +$2.6M +50,880 New
GWANC
217
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.54M +$180K +3,531 +8%
TC
218
Toews Corporation
New Jersey
$2.51M +$15.5K +304 +0.6%
ACI
219
Alpha Cubed Investments
California
$2.43M +$55.3K +1,083 +2%
AWA
220
Arkadios Wealth Advisors
Georgia
$2.4M +$38.1K +746 +2%
OP
221
ORG Partners
Indiana
$2.35M +$104K +2,057 +5%
SCA
222
Snowden Capital Advisors
New York
$2.33M -$51.1K -1,001 -2%
EP
223
Edgestream Partners
New Jersey
$2.3M +$1.27M +24,800 +122%
GSEP
224
Golden State Equity Partners
California
$2.29M -$374K -7,321 -14%
LA
225
LexAurum Advisors
Kansas
$2.27M – – –
7 8
9
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