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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
NA
276
NewEdge Advisors
Louisiana
$1.5M -$705K -13,882 -32%
VA
277
Valmark Advisers
Ohio
$1.5M +$787K +15,485 +111%
JIP
278
Jaffetilchin Investment Partners
Florida
$1.49M -$74.5K -1,467 -5%
ONB
279
Old National Bancorp
Indiana
$1.47M -$43.3K -853 -3%
Envestnet Portfolio Solutions
280
Envestnet Portfolio Solutions
Illinois
$1.47M -$3.46M -68,162 -70%
SW
281
SlateStone Wealth
Florida
$1.47M +$68.6K +1,350 +5%
William Blair & Company
282
William Blair & Company
Illinois
$1.45M -$50K -984 -3%
LIM
283
Loudon Investment Management
New Hampshire
$1.44M +$1.78K +35 +0.1%
HI
284
Harbour Investments
Wisconsin
$1.44M +$136K +2,675 +10%
FUBT
285
First United Bank & Trust
Maryland
$1.43M +$98.7K +1,943 +7%
BIG
286
Brookwood Investment Group
Arizona
$1.43M -$519K -10,211 -27%
FPGK
287
Financial Partners Group (Kansas)
Kansas
$1.43M +$400K +7,873 +39%
AI
288
Arvest Investments
Arkansas
$1.43M -$738K -14,526 -34%
ACM
289
AlphaStar Capital Management
North Carolina
$1.39M -$4.38M -86,219 -76%
NSG
290
Nalls Sherbakoff Group
Tennessee
$1.39M -$21.3K -419 -2%
AIM
291
Advyzon Investment Management
Illinois
$1.37M +$1.01M +19,846 +283%
PI
292
PFG Investments
New York
$1.36M -$82.6K -1,626 -6%
OWA
293
Octavia Wealth Advisors
Ohio
$1.36M -$153K -3,014 -10%
STA
294
Summit Trail Advisors
New York
$1.35M +$706K +13,889 +110%
TWM
295
TriaGen Wealth Management
California
$1.35M +$52.5K +1,034 +4%
BRWA
296
B. Riley Wealth Advisors
Florida
$1.33M +$1.32M +25,995 New
1NWS
297
1 North Wealth Services
Maryland
$1.33M -$84.7K -1,667 -6%
PAG
298
Powers Advisory Group
Illinois
$1.32M -$275K -5,404 -17%
CF
299
Centaurus Financial
California
$1.32M +$151K +2,964 +13%
KFAA
300
Klaas Financial Asset Advisors
Illinois
$1.32M -$90.6K -1,783 -6%

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.