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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
SAG
301
SageView Advisory Group
California
$1.31M +$101K +1,989 +8%
JCIA
302
Jackson Creek Investment Advisors
Colorado
$1.3M -$14.8K -291 -1%
Allianz Asset Management
303
Allianz Asset Management
Germany
$1.28M
BCI
304
Brinker Capital Investments
Pennsylvania
$1.28M -$260K -5,121 -17%
LNWWM
305
Laird Norton Wetherby Wealth Management
California
$1.26M +$1.25M +24,670 New
KCM
306
Kanawha Capital Management
Virginia
$1.26M -$102K -2,000 -8%
NWWA
307
New Wave Wealth Advisors
Arkansas
$1.25M -$75.7K -1,490 -6%
KIM
308
Kane Investment Management
California
$1.24M +$135K +2,648 +12%
ATI
309
ARK & TLK Investments
Oklahoma
$1.23M -$128K -2,512 -9%
BCA
310
Bay Colony Advisors
Massachusetts
$1.21M +$172K +3,391 +17%
WA
311
WBH Advisory
Maryland
$1.2M +$142K +2,802 +13%
FA
312
Flagstar Advisors
New York
$1.2M -$8.03K -158 -0.7%
HAP
313
Harbor Asset Planning
Massachusetts
$1.18M +$1.17M +23,033 New
NAM
314
Nutshell Asset Management
United Kingdom
$1.17M -$10.7M -211,526 -90%
JPLA
315
Joseph P. Lucia & Associates
New York
$1.17M -$1.93K -38 -0.2%
IA
316
IFP Advisors
Florida
$1.16M +$361K +7,106 +46%
NAM
317
NTV Asset Management
West Virginia
$1.15M -$434K -8,550 -27%
VFIA
318
Virtus Fixed Income Advisers
Connecticut
$1.15M +$1.14M +22,500 New
Principal Financial Group
319
Principal Financial Group
Iowa
$1.14M +$85.1K +1,675 +8%
AFP
320
Ausdal Financial Partners
Iowa
$1.14M +$266K +5,231 +31%
FFG
321
Frisch Financial Group
New York
$1.13M +$5.38K +106 +0.5%
OFS
322
OneAscent Financial Services
Alabama
$1.12M -$550K -10,831 -33%
CFD
323
Creative Financial Designs
Indiana
$1.11M +$425K +8,366 +62%
DG
324
DMC Group
Alabama
$1.11M -$73.2K -1,440 -6%
FHA
325
Flagship Harbor Advisors
Massachusetts
$1.11M -$54.6K -1,075 -5%

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.