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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
Bank of America
1
Bank of America
North Carolina
$452M +$2.53M +49,559 +0.6%
Morgan Stanley
2
Morgan Stanley
New York
$310M +$19.4M +380,152 +7%
Northern Trust
3
Northern Trust
Illinois
$257M +$20.8M +408,643 +9%
LPL Financial
4
LPL Financial
California
$234M -$1.6M -31,407 -0.7%
Wells Fargo
5
Wells Fargo
California
$165M +$7.47M +146,583 +5%
NYLIM
6
New York Life Investment Management
New York
$157M +$30.9M +607,046 +25%
Franklin Resources
7
Franklin Resources
California
$152M -$11.7M -228,921 -7%
BlackRock
8
BlackRock
New York
$150M +$9.49M +186,168 +7%
GT
9
Glenview Trust
Kentucky
$141M +$5.22M +102,353 +4%
UBS Group
10
UBS Group
Switzerland
$121M -$7.21M -141,529 -6%
Ameriprise
11
Ameriprise
Minnesota
$102M -$38.3M -750,995 -27%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$101M +$4.64M +90,983 +5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$101M +$722K +14,171 +0.7%
AssetMark Inc
14
AssetMark Inc
California
$94M +$619K +12,153 +0.7%
FLPIM
15
F.L. Putnam Investment Management
Massachusetts
$82.5M +$20.4M +399,436 +33%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$75M -$25M -490,506 -25%
DC
17
Davenport & Co
Virginia
$70.5M +$1.21M +23,783 +2%
JP Morgan Chase
18
JP Morgan Chase
New York
$61M -$14.3M -279,921 -19%
Raymond James Financial
19
Raymond James Financial
Florida
$60.5M +$3.09M +60,679 +5%
HIC
20
Hartline Investment Corp
Illinois
$59.2M +$15.9M +311,232 +37%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$57.8M -$4.53M -88,884 -7%
KAM
22
Kensington Asset Management
Texas
$55.7M +$40.6M +796,483 +271%
Truist Financial
23
Truist Financial
North Carolina
$52.7M -$1.14M -22,389 -2%
SPIA
24
Steward Partners Investment Advisory
New York
$48.9M +$40.9M +801,469 +518%
TNBTD
25
Trustmark National Bank Trust Department
Mississippi
$48.5M +$14.4M +282,200 +42%