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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
WIA
376
World Investment Advisors
California
$730K +$155K +3,036 +27%
PFA
377
Professional Financial Advisors
Nebraska
$723K -$37.4K -733 -5%
FFS
378
Flavin Financial Services
Florida
$718K -$4.84K -95 -0.7%
NAM
379
NorthCrest Asset Manangement
Minnesota
$716K -$75.4K -1,478 -10%
SF
380
Summit Financial
New Jersey
$716K +$311K +6,098 +77%
WFC
381
Western Financial Corp
California
$713K -$54.3K -1,064 -7%
VA
382
Valmark Advisers
Ohio
$713K +$88.3K +1,731 +14%
PTC
383
Private Trust Company
Ohio
$709K +$30.9K +606 +5%
DACG
384
Donor Advised Charitable Giving
California
$705K -$746K -14,629 -51%
KPWG
385
KFA Private Wealth Group
Virginia
$702K +$701K +13,744 New
FHA
386
First Horizon Advisors
Tennessee
$701K +$160K +3,139 +30%
CPA
387
Cardiff Park Advisors
California
$698K +$1.22K +24 +0.2%
Cerity Partners
388
Cerity Partners
New York
$689K +$48.2K +946 +8%
HGA
389
Hobbs Group Advisors
South Carolina
$686K +$867 +17 +0.1%
CFD
390
Creative Financial Designs
Indiana
$684K +$278K +5,444 +69%
VC
391
Vicus Capital
Pennsylvania
$683K +$143K +2,799 +26%
Focus Partners Wealth
392
Focus Partners Wealth
Massachusetts
$678K +$55.5K +1,088 +9%
KeyBank National Association
393
KeyBank National Association
Ohio
$673K +$79.2K +1,553 +13%
PG
394
Patten Group
Tennessee
$663K +$105K +2,067 +19%
BSG
395
Black Swift Group
Colorado
$655K +$54K +1,060 +9%
TWCA
396
Two West Capital Advisors
Kansas
$651K +$10.2K +200 +2%
GS
397
GWN Securities
Florida
$650K +$364K +7,131 +127%
PVI
398
Pine Valley Investments
New Jersey
$649K -$97K -1,902 -13%
STA
399
Summit Trail Advisors
New York
$642K +$641K +12,577 New
DAS
400
Diversify Advisory Services
Utah
$635K -$324K -6,355 -34%

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.