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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
TC
326
TownSquare Capital
Utah
$1.03M +$130K +2,559 +14%
MWM
327
MGB Wealth Management
Texas
$1.03M +$29.5K +579 +3%
FPGK
328
Financial Partners Group (Kansas)
Kansas
$1.03M +$758K +14,867 +285%
SG
329
StoneX Group
New York
$1.01M +$435K +8,538 +76%
CCM
330
Crabel Capital Management
California
$1M -$86.3K -1,693 -8%
MFN
331
Midwest Financial Network
Illinois
$992K +$119K +2,325 +14%
CA
332
Clearstead Advisors
Ohio
$984K -$578K -11,331 -37%
VIA
333
Virtus Investment Advisers
Connecticut
$978K +$977K +19,160 New
MPPLM
334
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$970K +$132K +2,580 +16%
A
335
Allianz
Germany
$967K +$388K +7,600 +67%
WWM
336
Western Wealth Management
Colorado
$961K +$2.5K +49 +0.3%
NC
337
Napatree Capital
Rhode Island
$956K +$166K +3,258 +21%
TF
338
Trek Financial
Arizona
$956K -$5.45M -106,945 -85%
SGAM
339
Stephens Group Asset Management
Arkansas
$947K -$8.67K -170 -0.9%
CIAS
340
Capital Investment Advisory Services
North Carolina
$946K -$325K -6,375 -26%
IAS
341
Insigneo Advisory Services
Florida
$915K +$914K +17,921 New
MHC
342
May Hill Capital
Massachusetts
$914K -$158K -3,094 -15%
BS
343
Banco Santander
Spain
$913K -$3.08M -60,457 -77%
RWM
344
Revisor Wealth Management
Ohio
$913K +$692K +13,569 +315%
CISOA
345
Capital Investment Services of America
Wisconsin
$911K +$20K +392 +2%
APWA
346
Atlas Private Wealth Advisors
New Jersey
$906K -$255K -5,000 -22%
CBT
347
Crews Bank & Trust
Florida
$897K -$43.3K -850 -5%
CTC
348
Central Trust Company
Missouri
$888K +$102K +2,002 +13%
CA
349
Calton & Associates
Florida
$883K +$226K +4,439 +35%
AFP
350
Ausdal Financial Partners
Iowa
$872K +$142K +2,776 +19%

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.