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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
LSA
251
Lion Street Advisors
Texas
$1.88M -$120K -2,367 -6%
OWA
252
Outlook Wealth Advisors
Texas
$1.86M -$14.1K -278 -0.8%
OCM
253
One Capital Management
California
$1.85M -$79.3K -1,561 -4%
PCA
254
Prosperity Capital Advisors
Ohio
$1.84M -$82.1K -1,616 -4%
OPWM
255
Oxinas Partners Wealth Management
Indiana
$1.77M -$1.96M -38,537 -53%
AI
256
Atria Investments
North Carolina
$1.77M +$261K +5,139 +17%
HSBC Holdings
257
HSBC Holdings
United Kingdom
$1.76M -$3.81K -75 -0.2%
CBT
258
Crews Bank & Trust
Florida
$1.75M +$848K +16,700 +95%
WB
259
Webster Bank
Connecticut
$1.74M -$453K -8,911 -21%
RA
260
RiverTree Advisors
Florida
$1.73M -$325K -6,400 -16%
TF
261
Trek Financial
Arizona
$1.73M +$769K +15,146 +81%
DCM
262
Donaldson Capital Management
Indiana
$1.7M
CA
263
Callahan Advisors
Texas
$1.7M +$243K +4,781 +17%
NRI
264
NFP Retirement Inc
California
$1.68M +$1.67M +32,927 New
PCM
265
Prelude Capital Management
New York
$1.66M +$1.65M +32,496 New
DFA
266
DHK Financial Advisors
New Hampshire
$1.65M +$20.3K +399 +1%
Baird Financial Group
267
Baird Financial Group
Wisconsin
$1.62M -$309K -6,085 -16%
BMCM
268
Bryn Mawr Capital Management
Pennsylvania
$1.62M -$198K -3,889 -11%
CAG
269
Csenge Advisory Group
Florida
$1.59M -$10.1K -198 -0.6%
IFG
270
Independent Financial Group
California
$1.57M -$218K -4,300 -12%
FT
271
Fiduciary Trust
Massachusetts
$1.56M
RC
272
Roundview Capital
New Jersey
$1.55M -$184K -3,624 -11%
BFC
273
Blue Fin Capital
Rhode Island
$1.55M +$170K +3,340 +12%
MIH
274
Meitav Investment House
Israel
$1.54M +$1.06M +20,920 +227%
Wealth Enhancement Advisory Services
275
Wealth Enhancement Advisory Services
Minnesota
$1.51M -$47.3K -932 -3%

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.