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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 %
DFG
1
Demars Financial Group
Washington
$773M +$28.1M +1,436,048 +4%
Bank of America
2
Bank of America
North Carolina
$452M +$49.8M +975,229 +12%
Morgan Stanley
3
Morgan Stanley
New York
$278M +$33M +647,176 +13%
Northern Trust
4
Northern Trust
Illinois
$231M +$22.8M +447,443 +11%
LPL Financial
5
LPL Financial
California
$218M +$36.2M +709,617 +20%
Wells Fargo
6
Wells Fargo
California
$156M +$20.4M +400,386 +15%
BlackRock
7
BlackRock
New York
$154M -$7.27M -142,497 -5%
NYLIM
8
New York Life Investment Management
New York
$150M -$6.16M -120,656 -4%
Franklin Resources
9
Franklin Resources
California
$148M +$3.18M +62,328 +2%
UBS Group
10
UBS Group
Switzerland
$137M +$9.24M +180,980 +7%
Ameriprise
11
Ameriprise
Minnesota
$133M +$78.4M +1,538,926 +143%
GT
12
Glenview Trust
Kentucky
$129M +$4.99M +97,749 +4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$120M +$44.5M +872,352 +59%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$112M +$15.8M +310,472 +17%
Renaissance Technologies
15
Renaissance Technologies
New York
$112M +$22.1M +433,000 +25%
AssetMark Inc
16
AssetMark Inc
California
$103M +$3.49M +68,345 +4%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$101M +$3.09M +60,437 +3%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$69.8M -$2.47M -48,399 -3%
DC
19
Davenport & Co
Virginia
$67.9M +$2.34M +45,809 +4%
FLPIM
20
F.L. Putnam Investment Management
Massachusetts
$60.4M +$1.75M +34,243 +3%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$59.1M +$7.87M +154,225 +15%
Truist Financial
22
Truist Financial
North Carolina
$56.7M +$4.09M +80,162 +8%
Raymond James Financial
23
Raymond James Financial
Florida
$50.5M +$6.47M +126,765 +15%
HTC
24
Haverford Trust Company
Pennsylvania
$49.8M -$3.16M -61,879 -6%
HIC
25
Hartline Investment Corp
Illinois
$48M +$11.2M +219,313 +30%
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