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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
KLCM
351
KG&L Capital Management
Louisiana
$841K +$349K +6,861 +71%
FTUS
352
Flow Traders U.S.
New York
$839K +$835K +16,440 New
ACA
353
Anchor Capital Advisors
Massachusetts
$829K
RFC
354
Regions Financial Corp
Alabama
$822K -$272K -5,355 -25%
PTC
355
Private Trust Company
Ohio
$813K +$104K +2,046 +15%
GC
356
Garde Capital
Washington
$806K
LKBC
357
L.K. Benson & Company
Maryland
$805K -$15.7K -309 -2%
MFG
358
Mosaic Financial Group
Illinois
$801K
CTC
359
Central Trust Company
Missouri
$799K -$87.3K -1,718 -10%
HIW
360
Holos Integrated Wealth
Pennsylvania
$798K
GPA
361
Guidance Point Advisors
Massachusetts
$797K -$20.3K -399 -2%
TCM
362
Traub Capital Management
Massachusetts
$794K +$791K +15,570 New
CIAS
363
Capital Investment Advisory Services
North Carolina
$783K -$162K -3,188 -17%
CCM
364
Coldstream Capital Management
Washington
$779K
WI
365
Westbourne Investments
Virginia
$778K -$804K -15,825 -51%
PFS
366
Prospera Financial Services
Texas
$777K -$23.6K -465 -3%
LMKC
367
L.M. Kohn & Company
Ohio
$772K -$403K -7,929 -34%
CWM
368
Connecticut Wealth Management
Connecticut
$765K
AWE
369
Avidian Wealth Enterprises
Texas
$761K -$35.9K -706 -5%
SI
370
Stephens Inc
Arkansas
$760K +$4.47K +88 +0.6%
MSWM
371
Mowery & Schoenfeld Wealth Management
Illinois
$753K
FHA
372
First Horizon Advisors
Tennessee
$745K +$44.5K +876 +6%
BA
373
Bellwether Advisors
Nebraska
$744K +$12.9K +253 +2%
PA
374
Pinnacle Associates
New York
$742K -$26.1K -513 -3%
SF
375
Summit Financial
New Jersey
$727K +$11K +216 +2%

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.