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iShares Floating Rate Bond ETF

657 hedge funds and large institutions have $6.22B invested in iShares Floating Rate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 322 increasing their positions, 191 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 191

24% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 49

9% more capital invested

Capital invested by funds: $5.7B → $6.22B (+$528M)

0% more funds holding

Funds holding: 657657 (0)

0% more funds holding in top 10

Funds holding in top 10: 3939 (0)

5.12% less ownership

Funds ownership: 88.08%82.96% (-5.1%)

Holders
657
Holders Change
Holders Change %
0%
% of All Funds
8.81%
Holding in Top 10
39
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.52%
New
61
Increased
322
Reduced
191
Closed
49
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LIM
226
Leavell Investment Management
Alabama
$2.44M +$99.2K +1,945 +4%
PAG
227
Private Advisory Group
Washington
$2.43M -$263K -5,156 -10%
SCA
228
Snowden Capital Advisors
New York
$2.38M -$77.3K -1,516 -3%
ACI
229
Alpha Cubed Investments
California
$2.37M -$118K -2,323 -5%
AWA
230
Arkadios Wealth Advisors
Georgia
$2.36M +$310K +6,086 +15%
GWANC
231
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.36M +$37.8K +741 +2%
CFP
232
Cascade Financial Partners
California
$2.34M -$80K -1,569 -3%
LA
233
LexAurum Advisors
Kansas
$2.27M +$1.86M +36,504 +458%
OP
234
ORG Partners
Indiana
$2.27M -$31.2K -612 -1%
BF
235
Bonfire Financial
Colorado
$2.26M -$69.9K -1,370 -3%
NP
236
Nilsine Partners
Colorado
$2.24M +$1.71M +33,506 +322%
NA
237
NewEdge Advisors
Louisiana
$2.21M -$557K -10,915 -20%
CAM
238
Cresset Asset Management
Illinois
$2.2M +$12.8K +252 +0.6%
EGA
239
Eagle Global Advisors
Texas
$2.2M -$299K -5,870 -12%
WB
240
Webster Bank
Connecticut
$2.2M +$102K +2,000 +5%
AI
241
Arvest Investments
Arkansas
$2.17M +$259K +5,088 +14%
Jones Financial Companies
242
Jones Financial Companies
Missouri
$2.12M +$1.14M +22,392 +116%
BIA
243
Bigelow Investment Advisors
Maine
$2.1M -$66K -1,295 -3%
RA
244
RiverTree Advisors
Florida
$2.06M +$2.06M +40,312 New
WFPG
245
Waller Financial Planning Group
Ohio
$2.02M -$41.7K -818 -2%
LSA
246
Lion Street Advisors
Texas
$2.01M +$2M +39,306 New
SWM
247
Sagace Wealth Management
Florida
$2M
IWN
248
Independent Wealth Network
Iowa
$1.97M +$841K +16,489 +74%
BIG
249
Brookwood Investment Group
Arizona
$1.95M +$1.95M +38,193 New
Baird Financial Group
250
Baird Financial Group
Wisconsin
$1.94M -$1.07M -21,008 -36%

FLOT Hedge Fund Activity: Q1 2025 in Review

657 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q1 2025, worth a combined $6.22B — up 9.3% from $5.7B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new FLOT positions and 49 closed out — a net gain of 12 holders — while 322 added to existing stakes and 191 trimmed.

The largest buyer was Ameriprise, adding an estimated $78.5M. The largest seller was Koshinski Asset Management, exiting entirely with an estimated $219M sold.

  • 657 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $6.22B of iShares Floating Rate Bond ETF stock for Q1 2025, up 9.3% quarter-over-quarter.
  • 61 funds opened new iShares Floating Rate Bond ETF positions in Q1 2025 and 49 closed out, a net change of +12 holders.
  • The largest iShares Floating Rate Bond ETF buyer in Q1 2025 was Ameriprise, an estimated $78.5M added.
  • The largest iShares Floating Rate Bond ETF seller in Q1 2025 was Koshinski Asset Management, an estimated $219M sold.

Based on aggregated 13F filings for Q1 2025.