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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
DWM
351
Dakota Wealth Management
Florida
$855K +$6.47K +127 +0.8%
SA
352
Sovran Advisors
California
$855K +$587K +11,521 +217%
RFN
353
RDA Financial Network
Iowa
$830K -$208K -4,080 -20%
ACA
354
Anchor Capital Advisors
Massachusetts
$830K +$30.6K +600 +4%
LKBC
355
L.K. Benson & Company
Maryland
$822K -$28.2K -553 -3%
GPA
356
Guidance Point Advisors
Massachusetts
$818K -$46.7K -915 -5%
JWA
357
JFS Wealth Advisors
Pennsylvania
$812K +$270K +5,287 +50%
BFWM
358
Bright Futures Wealth Management
New York
$811K +$96K +1,882 +13%
GC
359
Garde Capital
Washington
$806K +$805K +15,788 New
MFG
360
Mosaic Financial Group
Illinois
$802K +$64.9K +1,273 +9%
PFS
361
Prospera Financial Services
Texas
$801K +$17.6K +346 +2%
HIW
362
Holos Integrated Wealth
Pennsylvania
$800K -$327K -6,412 -29%
AWE
363
Avidian Wealth Enterprises
Texas
$798K +$15K +294 +2%
IA
364
IFP Advisors
Florida
$795K +$82.2K +1,612 +12%
FPAS
365
Focus Partners Advisor Solutions
Missouri
$787K +$525K +10,301 +202%
CCM
366
Coldstream Capital Management
Washington
$779K +$10.1K +198 +1%
Lido Advisors
367
Lido Advisors
California
$776K +$775K +15,200 New
AAP
368
Arax Advisory Partners
Colorado
$773K +$5.97K +117 +0.8%
PA
369
Pinnacle Associates
New York
$769K +$12.8K +251 +2%
CWM
370
Connecticut Wealth Management
Connecticut
$766K -$15.9K -311 -2%
SI
371
Stephens Inc
Arkansas
$756K +$41.1K +806 +6%
MSWM
372
Mowery & Schoenfeld Wealth Management
Illinois
$754K -$190K -3,721 -20%
LWM
373
Liberty Wealth Management
California
$742K +$194K +3,812 +36%
WWM
374
WJ Wealth Management
Arizona
$738K
BA
375
Bellwether Advisors
Nebraska
$732K +$24.4K +479 +3%

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.