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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
BCI
201
Blue Capital Inc
Nebraska
$2.72M +$24.3K +476 +0.9%
NP
202
NorthRock Partners
Minnesota
$2.72M +$2.72M +53,264 New
PA
203
PFG Advisors
Arizona
$2.72M -$315K -6,183 -10%
AWA
204
Arkadios Wealth Advisors
Georgia
$2.71M +$308K +6,045 +13%
LCWP
205
Legacy Capital Wealth Partners
Arkansas
$2.7M -$41.1K -807 -2%
AWM
206
Axxcess Wealth Management
California
$2.69M -$96.1K -1,886 -3%
CAAS
207
Capital Asset Advisory Services
Michigan
$2.69M -$96.1K -1,886 -3%
DWP
208
Destiny Wealth Partners
Florida
$2.67M -$7.44K -146 -0.3%
BC
209
Bulwark Capital
Florida
$2.61M -$829K -16,268 -24%
NRI
210
NFP Retirement Inc
California
$2.57M +$888K +17,413 +53%
CI
211
CacheTech Inc
Utah
$2.55M -$876K -17,180 -26%
ACI
212
Alpha Cubed Investments
California
$2.43M +$1.99K +39 +0.1%
TC
213
Toews Corporation
New Jersey
$2.38M -$138K -2,700 -5%
IWN
214
Independent Wealth Network
Iowa
$2.38M +$443K +8,691 +23%
SCA
215
Snowden Capital Advisors
New York
$2.33M -$3.01K -59 -0.1%
FWP
216
Forefront Wealth Partners
Texas
$2.31M +$2.3M +45,126 New
EP
217
Edgestream Partners
New Jersey
$2.3M
BCI
218
Brinker Capital Investments
Pennsylvania
$2.26M +$981K +19,239 +77%
AI
219
Atria Investments
North Carolina
$2.24M +$474K +9,290 +27%
BAM
220
Belpointe Asset Management
Nevada
$2.23M -$453K -8,892 -17%
CCP
221
Cunning Capital Partners
North Carolina
$2.2M
CA
222
CoreCap Advisors
Michigan
$2.18M +$108K +2,118 +5%
GSEP
223
Golden State Equity Partners
California
$2.15M -$138K -2,708 -6%
LIM
224
Leavell Investment Management
Alabama
$2.14M -$15.8K -310 -0.7%
PAS
225
Park Avenue Securities
New York
$2.1M -$533K -10,447 -20%