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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
Bank of America
1
Bank of America
North Carolina
$450M +$53.4K +1,049 +0%
Morgan Stanley
2
Morgan Stanley
New York
$312M +$3.63M +71,189 +1%
Northern Trust
3
Northern Trust
Illinois
$277M +$22M +432,264 +9%
LPL Financial
4
LPL Financial
California
$212M -$20.7M -407,024 -9%
Wells Fargo
5
Wells Fargo
California
$166M +$1.6M +31,384 +1%
NYLIM
6
New York Life Investment Management
New York
$159M +$2.84M +55,725 +2%
Franklin Resources
7
Franklin Resources
California
$155M +$3.37M +66,182 +2%
GT
8
Glenview Trust
Kentucky
$148M +$7.96M +156,189 +6%
BlackRock
9
BlackRock
New York
$134M -$15.1M -296,964 -10%
UBS Group
10
UBS Group
Switzerland
$117M -$3.19M -62,715 -3%
Ameriprise
11
Ameriprise
Minnesota
$105M +$3.71M +72,805 +4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$102M +$1.82M +35,742 +2%
AssetMark Inc
13
AssetMark Inc
California
$97.6M +$4.01M +78,665 +4%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$91.5M -$9.43M -185,152 -9%
FLPIM
15
F.L. Putnam Investment Management
Massachusetts
$87.8M +$5.7M +111,966 +7%
DC
16
Davenport & Co
Virginia
$73.9M +$3.72M +73,015 +5%
HIC
17
Hartline Investment Corp
Illinois
$72.1M +$13.2M +258,845 +22%
JP Morgan Chase
18
JP Morgan Chase
New York
$65.7M +$4.95M +97,151 +8%
Raymond James Financial
19
Raymond James Financial
Florida
$65.7M +$5.4M +106,006 +9%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$63.8M -$10.9M -213,519 -15%
SPIA
21
Steward Partners Investment Advisory
New York
$56.2M +$7.6M +149,189 +16%
KAM
22
Kensington Asset Management
Texas
$55.4M
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$54.5M -$3.04M -59,760 -5%
TNBTD
24
Trustmark National Bank Trust Department
Mississippi
$52.1M +$3.75M +73,691 +8%
Truist Financial
25
Truist Financial
North Carolina
$51.6M -$856K -16,799 -2%