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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 %
PGAM
201
Princeton Global Asset Management
New Jersey
$3.06M +$5.92K +116 +0.2%
PA
202
PFG Advisors
Arizona
$3.03M +$632K +12,389 +26%
KPWS
203
Kestra Private Wealth Services
Texas
$3M +$211K +4,131 +8%
PAS
204
Park Avenue Securities
New York
$2.97M +$756K +14,818 +34%
DADC
205
D.A. Davidson & Co
Montana
$2.95M +$673K +13,189 +30%
Bank of New York Mellon
206
Bank of New York Mellon
New York
$2.93M +$886K +17,346 +43%
WI
207
WrapManager Inc
California
$2.93M +$196K +3,847 +7%
FFA
208
Farther Finance Advisors
California
$2.91M +$337K +6,627 +13%
CAAS
209
Capital Asset Advisory Services
Michigan
$2.86M +$131K +2,578 +5%
BAM
210
Belpointe Asset Management
Nevada
$2.8M +$1.46M +28,572 +109%
WA
211
Waverly Advisors
Alabama
$2.8M +$2.8M +54,783 New
EIA
212
Eldridge Investment Advisors
New Hampshire
$2.78M +$21.3K +417 +0.8%
LCWP
213
Legacy Capital Wealth Partners
Arkansas
$2.71M +$46.8K +917 +2%
GC
214
GFG Capital
Florida
$2.7M – – –
GSEP
215
Golden State Equity Partners
California
$2.66M -$1.43K -28 -0.1%
HCA
216
Heck Capital Advisors
Wisconsin
$2.64M +$1.28M +24,996 +94%
ISWM
217
Independent Solutions Wealth Management
New York
$2.61M +$195K +3,817 +8%
ES
218
ETF Store
Kansas
$2.61M +$735K +14,391 +39%
TFA
219
Transamerica Financial Advisors
Florida
$2.58M +$286K +5,599 +12%
CCP
220
Cunning Capital Partners
North Carolina
$2.55M +$460K +9,000 +22%
SFS
221
Sowell Financial Services
Arkansas
$2.51M +$163K +3,187 +7%
TC
222
Toews Corporation
New Jersey
$2.5M +$637K +12,487 +34%
DWP
223
Destiny Wealth Partners
Florida
$2.45M +$184K +3,614 +8%
LIM
224
Leavell Investment Management
Alabama
$2.44M +$99.3K +1,945 +4%
PAG
225
Private Advisory Group
Washington
$2.43M -$263K -5,156 -10%
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