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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
IAIM
326
International Assets Investment Management
Florida
$1.1M +$56.6K +1,114 +5%
SG
327
StoneX Group
New York
$1.1M +$88.4K +1,740 +9%
IWP
328
Invenio Wealth Partners
Florida
$1.07M
MWM
329
MGB Wealth Management
Texas
$1.07M +$45.7K +900 +4%
OWM
330
OneAscent Wealth Management
Alabama
$1.06M -$284K -5,582 -21%
MFN
331
Midwest Financial Network
Illinois
$1.06M +$71.5K +1,408 +7%
TAM
332
TCP Asset Management
Ohio
$1.03M -$47.1K -927 -4%
SF
333
Synovus Financial
Georgia
$1.02M -$150K -2,955 -13%
FA
334
Fiduciary Alliance
South Carolina
$1.02M +$1.01M +19,960 New
GSWM
335
Greenup Street Wealth Management
Michigan
$1M -$180K -3,534 -15%
TC
336
TownSquare Capital
Utah
$993K -$39.3K -774 -4%
MAM
337
Milestone Asset Management
Pennsylvania
$985K +$981K +19,303 New
A
338
Allianz
Germany
$966K
WWM
339
Western Wealth Management
Colorado
$965K +$4.32K +85 +0.5%
CCAM
340
Cascades Capital Asset Management
North Carolina
$958K +$954K +18,786 New
NFG
341
Nations Financial Group
Iowa
$943K -$334K -6,574 -26%
JWA
342
JFS Wealth Advisors
Pennsylvania
$912K +$99.9K +1,967 +12%
CISOA
343
Capital Investment Services of America
Wisconsin
$910K
SGAM
344
Stephens Group Asset Management
Arkansas
$900K -$46K -906 -5%
Bank of Montreal
345
Bank of Montreal
Ontario, Canada
$894K -$206K -4,057 -19%
SB
346
Strategic Blueprint
Georgia
$892K +$529K +10,418 +147%
FPAS
347
Focus Partners Advisor Solutions
Missouri
$863K +$76.5K +1,505 +10%
PFPT
348
Pinnacle Financial Partners (Tennessee)
Tennessee
$861K -$189K -3,714 -18%
USB
349
Union Savings Bank
Connecticut
$852K -$314K -6,184 -27%
ARC
350
Advisor Resource Council
Texas
$843K -$99.1K -1,950 -11%

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.