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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
SIC
401
Salem Investment Counselors
North Carolina
$636K +$395K +7,767 +166%
AAP
402
Arax Advisory Partners
Colorado
$628K -$144K -2,843 -19%
RFA
403
Reyes Financial Architecture
California
$626K
CPIG
404
Chicago Partners Investment Group
Illinois
$626K +$623K +12,270 New
SRC
405
Shufro Rose & Co
New York
$607K
DWM
406
Diversify Wealth Management
Utah
$606K +$249K +4,907 +70%
FFN
407
Focus Financial Network
Minnesota
$604K +$148K +2,912 +33%
RA
408
Rise Advisors
New York
$602K -$21.2K -417 -3%
Focus Partners Wealth
409
Focus Partners Wealth
Massachusetts
$593K -$84.3K -1,659 -12%
AWM
410
Ameliora Wealth Management
Switzerland
$593K
WDL
411
Well Done LLC
Michigan
$591K +$589K +11,588 New
CA
412
Clearstead Advisors
Ohio
$589K -$394K -7,747 -40%
BA
413
Bluesphere Advisors
Pennsylvania
$583K -$1.13M -22,319 -66%
GWM
414
Geneos Wealth Management
Colorado
$572K -$608K -11,961 -52%
PWW
415
Pettyjohn Wood & White
Virginia
$568K -$29.2K -575 -5%
BA
416
Bard Associates
Illinois
$566K +$1.47K +29 +0.3%
BFS
417
BridgePort Financial Solutions
Iowa
$561K
AIC
418
Argus Investors Counsel
New York
$557K +$7.62K +150 +1%
FHC
419
First Heartland Consultants
Missouri
$557K -$26.6K -523 -5%
RWM
420
Rialto Wealth Management
New York
$544K
WGC
421
Watts Gwilliam & Co
Arizona
$538K -$637K -12,542 -54%
NG
422
Novem Group
New York
$537K +$17.5K +345 +3%
CCG
423
Ceeto Capital Group
Florida
$536K +$229K +4,500 +75%
NI
424
Natural Investments
California
$535K +$254 +5 +0%
WWM
425
Whalen Wealth Management
Nevada
$531K +$529K +10,407 New

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.