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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
FMTCOCP
401
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$632K +$335K +6,571 +113%
RFA
402
Reyes Financial Architecture
California
$627K -$1.32M -25,981 -68%
RFA
403
Register Financial Advisors
Georgia
$624K +$1.53K +30 +0.2%
RA
404
Rise Advisors
New York
$624K -$22.6K -444 -4%
JSL
405
JT Stratford LLC
Georgia
$624K +$623K +12,223 New
PFA
406
Portland Financial Advisors
New York
$618K +$143K +2,804 +30%
SRC
407
Shufro Rose & Co
New York
$607K
PWW
408
Pettyjohn Wood & White
Virginia
$598K
AWM
409
Ameliora Wealth Management
Switzerland
$593K -$40.8K -800 -6%
FHC
410
First Heartland Consultants
Missouri
$584K +$28.9K +567 +5%
IC
411
Innealta Capital
Texas
$581K -$56.7K -1,113 -9%
GTAM
412
Global Trust Asset Management
Florida
$575K -$549K -10,766 -49%
XT
413
XTX Topco
Cayman Islands
$575K +$340K +6,665 +145%
DI
414
Disciplined Investments
Oklahoma
$574K -$116K -2,275 -17%
PWM
415
Perigon Wealth Management
California
$573K -$192K -3,760 -25%
MIA
416
MMBG Investment Advisors
Florida
$568K -$197K -3,865 -26%
BA
417
Bard Associates
Illinois
$564K +$169K +3,317 +43%
BFS
418
BridgePort Financial Solutions
Iowa
$561K +$14K +274 +3%
SAS
419
Stelac Advisory Services
New York
$560K -$99.4K -1,950 -15%
KC
420
Knuff & Co
California
$556K +$145K +2,835 +35%
AIC
421
Argus Investors Counsel
New York
$550K +$5K +98 +0.9%
RWM
422
Rialto Wealth Management
New York
$544K +$9.99K +196 +2%
WF
423
Welch & Forbes
Massachusetts
$541K -$31.9K -625 -6%
PJSIMP
424
P.J. Schmidt Investment Management (PJS)
Wisconsin
$541K +$276K +5,415 +104%
DF
425
Dunhill Financial
United Kingdom
$537K +$226K +4,430 New

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.