FLOT icon

iShares Floating Rate Bond ETF
FLOT

Overview Fund Activity

662 hedge funds and large institutions have $5.3B invested in iShares Floating Rate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 233 increasing their positions, 260 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
+13
Holders Change %
+2%
% of All Funds
8.88%
Holding in Top 10
36
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.26%
% of All Funds
0.48%
New
73
Increased
233
Reduced
260
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QC
Quadrature Capital
United Kingdom
$33.4M
2
WAM
WNY Asset Management
New York
$25.8M
3
TNBTD
Trustmark National Bank Trust Department
Mississippi
$34.1M
4
LPL Financial
LPL Financial
California
$235M
5
Franklin Resources
Franklin Resources
California
$164M

Top Sellers

1
DFG
Demars Financial Group
Washington
$39M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
3
TPWA
TRUE Private Wealth Advisors
Oregon
$2.89M
4
Renaissance Technologies
Renaissance Technologies
New York
$70.3M
5
NYLIM
New York Life Investment Management
New York
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
426
WesBanco Bank
West Virginia
$506K – – –
TFS
427
Thoroughbred Financial Services
Tennessee
$500K +$500K +9,805 New
DI
428
Disciplined Investments
Oklahoma
$497K -$77.2K -1,513 -13%
LDB
429
Lee, Danner & Bass
Tennessee
$492K – – –
IC
430
Innealta Capital
Texas
$487K -$93.9K -1,841 -16%
MIA
431
MMBG Investment Advisors
Florida
$486K -$81.6K -1,600 -14%
HWM
432
Hohimer Wealth Management
Washington
$484K +$13.8K +271 +3%
EFG
433
Ethos Financial Group
Pennsylvania
$481K +$128K +2,510 +36%
IFO
434
Independent Family Office
New York
$481K – – –
CAC
435
Certified Advisory Corp
Florida
$480K -$5.97K -117 -1%
BWP
436
Balboa Wealth Partners
Arizona
$477K +$3.11K +61 +0.7%
KWA
437
Kingswood Wealth Advisors
California
$476K -$54.6K -1,070 -10%
PCS
438
Private Client Services
Kentucky
$474K +$111K +2,168 +30%
MHC
439
May Hill Capital
Massachusetts
$473K -$441K -8,641 -48%
DAS
440
Diversify Advisory Services
Utah
$471K -$164K -3,225 -26%
HCM
441
Hutchinson Capital Management
California
$471K -$7.04K -138 -1%
MSFS
442
Main Street Financial Solutions
Pennsylvania
$470K -$24.1K -473 -5%
GF
443
Gries Financial
Ohio
$460K -$48.2K -945 -9%
SAS
444
Stelac Advisory Services
New York
$459K -$100K -1,964 -18%
APP
445
Avantax Planning Partners
Iowa
$453K -$5.51K -108 -1%
BAM
446
BTS Asset Management
Massachusetts
$452K -$10.4K -204 -2%
Cerity Partners
447
Cerity Partners
New York
$449K -$240K -4,702 -35%
WIA
448
World Investment Advisors
California
$445K -$285K -5,585 -39%
TDC
449
Thompson Davis & Co
Virginia
$441K -$77.9K -1,527 -15%
SC
450
Savant Capital
Illinois
$438K -$1.02K -20 -0.2%
16 17
18
19 20