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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
PJSIMP
376
P.J. Schmidt Investment Management (PJS)
Wisconsin
$723K +$181K +3,572 +34%
P
377
&Partners
Tennessee
$716K +$713K +14,034 New
DACG
378
Donor Advised Charitable Giving
California
$714K +$8.79K +173 +1%
NAM
379
NorthCrest Asset Manangement
Minnesota
$711K -$2.74K -54 -0.4%
ORC
380
O'Rourke & Company
Massachusetts
$711K +$238K +4,687 +51%
VC
381
Vicus Capital
Pennsylvania
$709K +$25.9K +509 +4%
APWA
382
Atlas Private Wealth Advisors
New Jersey
$707K -$197K -3,878 -22%
WFC
383
Western Financial Corp
California
$703K -$10.3K -203 -1%
KPWG
384
KFA Private Wealth Group
Virginia
$701K
RFN
385
RDA Financial Network
Iowa
$696K -$132K -2,606 -16%
DWM
386
Dakota Wealth Management
Florida
$696K -$158K -3,103 -19%
MMA
387
Miracle Mile Advisors
California
$696K +$693K +13,633 New
State Farm Mutual Automobile Insurance
388
State Farm Mutual Automobile Insurance
Illinois
$686K +$521K +10,259 +322%
KeyBank National Association
389
KeyBank National Association
Ohio
$677K +$4.01K +79 +0.6%
FFS
390
Founders Financial Securities
Maryland
$675K +$170K +3,340 +34%
PWM
391
Perigon Wealth Management
California
$674K +$101K +1,987 +18%
CPA
392
Cardiff Park Advisors
California
$671K -$26.4K -519 -4%
MFG
393
Mustico Financial Group
New York
$661K +$660K +12,990 New
PFA
394
Portland Financial Advisors
New York
$657K +$39.1K +769 +6%
NIWA
395
New Insight Wealth Advisors
California
$650K +$647K +12,737 New
WWA
396
WCG Wealth Advisors
Nevada
$650K +$647K +12,732 New
PFA
397
Professional Financial Advisors
Nebraska
$647K -$75.9K -1,495 -11%
TWCA
398
Two West Capital Advisors
Kansas
$643K -$17.1K -336 -3%
IPW
399
Impact Partnership Wealth
Georgia
$643K +$640K +12,597 New
RFA
400
Register Financial Advisors
Georgia
$640K +$15.8K +312 +3%

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.