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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
Creative Planning
201
Creative Planning
Kansas
$2.85M -$219K -4,304 -7%
AWA
202
Arkadios Wealth Advisors
Georgia
$2.84M +$140K +2,748 +5%
HCA
203
Hardworking Capital Advisors
California
$2.81M +$2.81M +55,155 New
WI
204
WrapManager Inc
California
$2.77M -$88.1K -1,729 -3%
CAAS
205
Capital Asset Advisory Services
Michigan
$2.74M +$59.3K +1,165 +2%
WA
206
Waverly Advisors
Alabama
$2.72M -$20.2K -397 -0.7%
BCI
207
Blue Capital Inc
Nebraska
$2.7M -$17K -334 -0.6%
BCI
208
Brinker Capital Investments
Pennsylvania
$2.67M +$417K +8,178 +18%
PA
209
PFG Advisors
Arizona
$2.66M -$42.6K -837 -2%
IWC
210
Integrated Wealth Concepts
Massachusetts
$2.62M -$304K -5,977 -10%
CFG
211
Compass Financial Group
Ohio
$2.53M +$2.53M +49,735 New
DWP
212
Destiny Wealth Partners
Florida
$2.51M -$153K -3,007 -6%
BFG
213
Beacon Financial Group
Texas
$2.48M -$301K -5,903 -11%
GSEP
214
Golden State Equity Partners
California
$2.35M +$212K +4,162 +10%
SCA
215
Snowden Capital Advisors
New York
$2.32M -$51 -1 -0%
SG
216
StoneX Group
New York
$2.29M +$927K +18,201 +68%
HPM
217
Hudson Portfolio Management
New York
$2.29M -$837K -16,435 -27%
AI
218
Arvest Investments
Arkansas
$2.29M +$734K +14,418 +47%
PAS
219
Park Avenue Securities
New York
$2.28M +$189K +3,718 +9%
AIM
220
Advyzon Investment Management
Illinois
$2.28M +$311K +6,115 +16%
AOWM
221
Asset One Wealth Management
Washington
$2.27M +$2.27M +44,630 New
ACI
222
Alpha Cubed Investments
California
$2.26M -$162K -3,182 -7%
TC
223
Toews Corporation
New Jersey
$2.25M -$117K -2,300 -5%
A
224
Alongside
Texas
$2.22M +$2.23M +43,730 New
IWN
225
Independent Wealth Network
Iowa
$2.21M -$156K -3,053 -7%