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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
SAG
301
SageView Advisory Group
California
$1.21M +$544K +10,668 +82%
KWM
302
KMT Wealth Management
California
$1.2M
DLCIG
303
D.L. Carlson Investment Group
New Hampshire
$1.19M +$856K +16,780 +259%
GSWM
304
Greenup Street Wealth Management
Michigan
$1.18M +$165K +3,227 +16%
GWM
305
Geneos Wealth Management
Colorado
$1.18M +$552K +10,823 +88%
DG
306
DMC Group
Alabama
$1.18M -$315K -6,176 -21%
WGC
307
Watts Gwilliam & Co
Arizona
$1.18M -$9.23K -181 -0.8%
LMKC
308
L.M. Kohn & Company
Ohio
$1.18M +$489K +9,590 +71%
SF
309
Synovus Financial
Georgia
$1.17M -$24.4K -479 -2%
JPLA
310
Joseph P. Lucia & Associates
New York
$1.17M +$363K +7,122 +45%
CF
311
Centaurus Financial
California
$1.17M +$147K +2,883 +14%
USB
312
Union Savings Bank
Connecticut
$1.17M -$248K -4,856 -18%
FHA
313
Flagship Harbor Advisors
Massachusetts
$1.16M -$128K -2,517 -10%
FFG
314
Frisch Financial Group
New York
$1.12M -$1.89K -37 -0.2%
KIM
315
Kane Investment Management
California
$1.1M +$217K +4,255 +24%
Bank of Montreal
316
Bank of Montreal
Ontario, Canada
$1.1M -$515K -10,106 -32%
RFC
317
Regions Financial Corp
Alabama
$1.1M -$1.2M -23,457 -52%
TAM
318
TCP Asset Management
Ohio
$1.08M -$166K -3,255 -13%
IWP
319
Invenio Wealth Partners
Florida
$1.07M -$483K -9,476 -31%
WA
320
WBH Advisory
Maryland
$1.06M +$85.7K +1,680 +9%
Principal Financial Group
321
Principal Financial Group
Iowa
$1.06M -$619K -12,142 -37%
PFPT
322
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.05M +$21.4K +419 +2%
IAIM
323
International Assets Investment Management
Florida
$1.05M +$335K +6,578 +47%
BCA
324
Bay Colony Advisors
Massachusetts
$1.04M -$3.55M -69,621 -77%
EP
325
Edgestream Partners
New Jersey
$1.04M -$6.83K -134 -0.7%

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.