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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
OWA
276
Octavia Wealth Advisors
Ohio
$1.52M -$60.8K -1,192 -4%
ONB
277
Old National Bancorp
Indiana
$1.51M -$153 -3 -0%
AI
278
Atria Investments
North Carolina
$1.5M +$313K +6,130 +26%
William Blair & Company
279
William Blair & Company
Illinois
$1.5M -$166K -3,262 -10%
CA
280
Callahan Advisors
Texas
$1.46M -$87.4K -1,715 -6%
PI
281
PFG Investments
New York
$1.45M -$44.8K -878 -3%
LIM
282
Loudon Investment Management
New Hampshire
$1.44M +$524K +10,285 +57%
1NWS
283
1 North Wealth Services
Maryland
$1.41M +$139K +2,724 +11%
NSG
284
Nalls Sherbakoff Group
Tennessee
$1.41M +$1.41M +27,598 New
KFAA
285
Klaas Financial Asset Advisors
Illinois
$1.41M +$717K +14,066 +104%
SW
286
SlateStone Wealth
Florida
$1.4M +$141K +2,775 +11%
BFC
287
Blue Fin Capital
Rhode Island
$1.38M +$75.2K +1,475 +6%
KCM
288
Kanawha Capital Management
Virginia
$1.36M -$5.61K -110 -0.4%
ATI
289
ARK & TLK Investments
Oklahoma
$1.36M -$22.2K -435 -2%
OWM
290
OneAscent Wealth Management
Alabama
$1.35M +$238K +4,659 +21%
FUBT
291
First United Bank & Trust
Maryland
$1.34M -$279K -5,475 -17%
NWWA
292
New Wave Wealth Advisors
Arkansas
$1.33M +$151K +2,971 +13%
JCIA
293
Jackson Creek Investment Advisors
Colorado
$1.31M +$20.1K +394 +2%
HI
294
Harbour Investments
Wisconsin
$1.3M +$38.5K +755 +3%
TWM
295
TriaGen Wealth Management
California
$1.3M +$76.4K +1,499 +6%
NFG
296
Nations Financial Group
Iowa
$1.28M -$90.8K -1,780 -7%
BWS
297
Buck Wealth Strategies
Colorado
$1.28M +$1.27M +25,001 New
Allianz Asset Management
298
Allianz Asset Management
Germany
$1.28M
AA
299
Alesco Advisors
New York
$1.23M -$38.2K -750 -3%
FA
300
Flagstar Advisors
New York
$1.21M +$50.6K +993 +4%

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.