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iShares Floating Rate Bond ETF

675 hedge funds and large institutions have $5.35B invested in iShares Floating Rate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 235 increasing their positions, 271 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 47

3% more funds holding

Funds holding: 657675 (+18)

5% less funds holding in top 10

Funds holding in top 10: 3937 (-2)

13% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 271

14% less capital invested

Capital invested by funds: $6.22B → $5.35B (-$874M)

23.25% less ownership

Funds ownership: 82.96%59.72% (-23%)

Holders
675
Holders Change
+18
Holders Change %
+2.74%
% of All Funds
8.89%
Holding in Top 10
37
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.13%
% of All Funds
0.49%
New
71
Increased
235
Reduced
271
Closed
47
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
226
Snowden Capital Advisors
New York
$2.33M -$50.9K -1,001 -2%
EP
227
Edgestream Partners
New Jersey
$2.3M +$1.26M +24,800 +122%
GSEP
228
Golden State Equity Partners
California
$2.29M -$372K -7,321 -14%
LA
229
LexAurum Advisors
Kansas
$2.27M
Bank of New York Mellon
230
Bank of New York Mellon
New York
$2.26M -$664K -13,071 -23%
BF
231
Bonfire Financial
Colorado
$2.21M -$47.4K -933 -2%
CCP
232
Cunning Capital Partners
North Carolina
$2.19M -$356K -7,000 -14%
LIM
233
Leavell Investment Management
Alabama
$2.15M -$290K -5,714 -12%
EGA
234
Eagle Global Advisors
Texas
$2.13M -$64K -1,260 -3%
Mercer Global Advisors
235
Mercer Global Advisors
Colorado
$2.13M -$1.13M -22,332 -35%
GRP
236
Global Retirement Partners
California
$2.12M +$2.11M +41,467 New
CFP
237
Cascade Financial Partners
California
$2.1M -$237K -4,660 -10%
CA
238
CoreCap Advisors
Michigan
$2.06M -$1.16M -22,820 -36%
FMTCOCP
239
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.06M +$1.42M +27,967 +226%
EWM
240
Elmwood Wealth Management
California
$2.05M +$196K +3,865 +11%
BIA
241
Bigelow Investment Advisors
Maine
$2.04M -$51.9K -1,022 -2%
CCM
242
Crabel Capital Management
California
$2.02M +$1.01M +19,903 +101%
SA
243
Sovran Advisors
California
$1.99M +$1.13M +22,258 +132%
DAS
244
Dynamic Advisor Solutions
Arizona
$1.97M +$1.51M +29,787 +340%
FAT
245
First American Trust
California
$1.95M +$123K +2,428 +7%
BWS
246
Buck Wealth Strategies
Colorado
$1.95M +$667K +13,133 +53%
WFPG
247
Waller Financial Planning Group
Ohio
$1.94M -$78.9K -1,554 -4%
IWN
248
Independent Wealth Network
Iowa
$1.93M -$40.7K -802 -2%
BHWM
249
Beaird Harris Wealth Management
Texas
$1.93M +$23.7K +466 +1%
IAA
250
Independent Advisor Alliance
North Carolina
$1.91M +$1.9M +37,390 New

FLOT Hedge Fund Activity: Q2 2025 in Review

675 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q2 2025, worth a combined $5.35B — down 14% from $6.22B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new FLOT positions and 47 closed out — a net gain of 24 holders — while 235 added to existing stakes and 271 trimmed.

The largest buyer was Quadrature Capital, adding an estimated $33M. The largest seller was Demars Financial Group, cutting an estimated $1.97B.

  • 675 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q2 2025, up from 657 in Q1 2025.
  • Funds reported $5.35B of iShares Floating Rate Bond ETF stock for Q2 2025, down 14% quarter-over-quarter.
  • 71 funds opened new iShares Floating Rate Bond ETF positions in Q2 2025 and 47 closed out, a net change of +24 holders.
  • The largest iShares Floating Rate Bond ETF buyer in Q2 2025 was Quadrature Capital, an estimated $33M added.
  • The largest iShares Floating Rate Bond ETF seller in Q2 2025 was Demars Financial Group, an estimated $1.97B sold.

Based on aggregated 13F filings for Q2 2025.