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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
OCM
251
One Capital Management
California
$1.93M +$116K +2,273 +6%
CPBTD
252
Central Pacific Bank - Trust Division
Hawaii
$1.92M -$165K -3,242 -8%
PCA
253
Prosperity Capital Advisors
Ohio
$1.91M +$286K +5,611 +18%
BHWM
254
Beaird Harris Wealth Management
Texas
$1.91M +$14.6K +286 +0.8%
WMR
255
Wealth Management Resources
Rhode Island
$1.88M +$658K +12,909 +54%
OWA
256
Outlook Wealth Advisors
Texas
$1.87M +$229K +4,499 +14%
EWM
257
Elmwood Wealth Management
California
$1.85M -$75K -1,470 -4%
FAT
258
First American Trust
California
$1.83M -$189K -3,705 -9%
BMCM
259
Bryn Mawr Capital Management
Pennsylvania
$1.81M -$456K -8,948 -20%
IFG
260
Independent Financial Group
California
$1.79M -$277K -5,436 -13%
HSBC Holdings
261
HSBC Holdings
United Kingdom
$1.76M -$17.5M -342,255 -91%
RC
262
Roundview Capital
New Jersey
$1.74M -$127K -2,483 -7%
BA
263
Bluesphere Advisors
Pennsylvania
$1.72M +$13.3K +260 +0.8%
DCM
264
Donaldson Capital Management
Indiana
$1.7M -$278K -5,460 -14%
OFS
265
OneAscent Financial Services
Alabama
$1.68M +$245K +4,801 +17%
DFA
266
DHK Financial Advisors
New Hampshire
$1.63M +$12.5K +245 +0.8%
PAG
267
Powers Advisory Group
Illinois
$1.6M +$1.11M +21,750 +228%
CAG
268
Csenge Advisory Group
Florida
$1.59M +$92.2K +1,809 +6%
NAM
269
NTV Asset Management
West Virginia
$1.59M +$122K +2,400 +8%
WI
270
Westbourne Investments
Virginia
$1.59M +$143K +2,795 +10%
JIP
271
Jaffetilchin Investment Partners
Florida
$1.57M +$9.74K +191 +0.6%
FT
272
Fiduciary Trust
Massachusetts
$1.56M
Wealth Enhancement Advisory Services
273
Wealth Enhancement Advisory Services
Minnesota
$1.56M -$221K -4,327 -12%
BCI
274
Brinker Capital Investments
Pennsylvania
$1.54M -$183K -3,595 -11%
OPS
275
Orion Portfolio Solutions
Nebraska
$1.54M -$183K -3,595 -11%

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.