Who Owns iShares Floating Rate Loan Active ETF (BRLN)?Hedge Fund & Institutional Holders

$50.68-0.08 (-0.16%)Financial ServicesBATS

Institutional Holders

28

as of Q4 2025

Total Institutional Value

$5.000300020001541e+59T

% of Float Held

—

QoQ Change in Holders

+15 / -1

Price History

$49.92$50.65$51.38$52.11$52.84Sep 24Jun 25Mar 26

BRLN — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Outlook Wealth Advisors, LLCNew Position+30K+$1.5M
Turning Point Benefit Group, Inc.New Position+21K+$1.1M
CAPTRUST FINANCIAL ADVISORSNew Position+23K+$1.0M
Elm3 Financial Group, LLCNew Position+19K+$971K
Aventus Investment Advisors, Inc.New Position+13K+$692K
Realta Investment AdvisorsNew Position+8K+$400K
J.W. COLE ADVISORS, INC.New Position+6K+$315K
Perigon Wealth Management, LLCNew Position+4K+$219K
Farther Finance Advisors, LLCNew Position+3K+$139K
Sunrise Financial Services, LLCNew Position+2K+$113K
CoreCap Advisors, LLCNew Position+1K+$53K
Root Financial Partners, LLCNew Position+298+$15K
UBS Group AGNew Position+120+$6K
WOLFF WIESE MAGANA LLCNew Position+54+$2K
MORGAN STANLEYNew Position+1+$0

BRLN — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
GOLDMAN SACHS GROUP INCClosed Position-50K-$2.6B
PRINCIPAL SECURITIES, INC.Decreased-575-$474.6M
Mariner, LLCDecreased-383-$344.8M
Tactive Advisors, LLCDecreased-1K-$330.7M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LPL Financial LLC101,000$5.0M0.00%Share
2ROYAL BANK OF CANADA69,849$3.0M0.00%Share
3JANE STREET GROUP, LLC43,846$2.0M0.00%Share
4Outlook Wealth Advisors, LLC29,842$1.5M0.35%Share
5Turning Point Benefit Group, Inc.21,394$1.1M0.58%Share
6CAPTRUST FINANCIAL ADVISORS22,955$1.0M0.00%Share
7Tower Research Capital LLC (TRC)34,096$1.0M0.02%Share
8Elm3 Financial Group, LLC18,821$971K0.81%Share
9Aventus Investment Advisors, Inc.13,418$692K0.56%Share
10Realta Investment Advisors7,755$400K0.13%Share
11J.W. COLE ADVISORS, INC.6,104$315K0.01%Share
12Kovack Advisors, Inc.5,900$303K0.02%Share
13Tactive Advisors, LLC5,282$272K0.08%Share
14Perigon Wealth Management, LLC4,250$219K0.00%Share
15Farther Finance Advisors, LLC2,700$139K0.00%Share
16Sunrise Financial Services, LLC2,195$113K0.09%Share
17CoreCap Advisors, LLC1,036$53K0.00%Share
18Root Financial Partners, LLC298$15K0.00%Share
19UBS Group AG120$6K0.00%Share
20WOLFF WIESE MAGANA LLC54$2K0.00%Share
21Aptus Capital Advisors, LLC50$00.00%Share
22Mariner, LLC6,235$00.00%Share
23MORGAN STANLEY1$00.00%Share
24SUSQUEHANNA INTERNATIONAL GROUP, LLP19,077$00.00%Share
25OSAIC HOLDINGS, INC.95$00.00%Share
26Cetera Investment Advisers13,442$00.00%Share
27PRINCIPAL SECURITIES, INC.8,535$00.00%Share
28MAI Capital Management112$00.00%Share

BRLN Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202528$18.1M+14
Q3 202514$13.1B-4
Q2 202518$17.2B-2
Q1 202520$21.5B+7
Q4 202413$2.1T+2
Q3 202411$7.5T+0
Q2 202411$6.8T+3
Q1 20248$12.2T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 28 institutional investors hold BRLN (iShares Floating Rate Loan Active ETF). The largest holder is LPL Financial LLC with $5.0M in shares. This quarter, 15 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own BRLN?

As of Q4 2025, 28 institutional investors report holding BRLN (iShares Floating Rate Loan Active ETF) in their 13F filings.

Who is the largest institutional holder of BRLN?

The largest institutional holder of BRLN is LPL Financial LLC with $5.0M in shares.

Is institutional ownership of BRLN increasing or decreasing?

This quarter, 15 institutions opened new positions in BRLN and 1 closed their positions.