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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
NI
426
Natural Investments
California
$535K +$535K +10,488 New
PRI
427
Prepared Retirement Institute
Pennsylvania
$534K -$368K -7,215 -41%
KWA
428
Kingswood Wealth Advisors
California
$531K +$312K +6,124 +143%
T
429
Tableaux
Massachusetts
$521K +$521K +10,213 New
AC
430
AlphaCore Capital
California
$521K +$520K +10,200 New
NG
431
Novem Group
New York
$520K +$23.8K +467 +5%
TDC
432
Thompson Davis & Co
Virginia
$520K +$26K +510 +5%
BCG
433
Breakwater Capital Group
New Jersey
$519K +$12.7K +250 +3%
WAS
434
Wealth Advisory Solutions
Indiana
$516K -$45.4K -891 -8%
BCWM
435
Bartlett & Co Wealth Management
Ohio
$511K
GF
436
Gries Financial
Ohio
$508K -$704K -13,810 -58%
WB
437
WesBanco Bank
West Virginia
$506K -$40.4K -792 -7%
FFS
438
Founders Financial Securities
Maryland
$503K +$45.2K +886 +10%
COCM
439
Charter Oak Capital Management
New Hampshire
$498K +$174K +3,418 +54%
MSFS
440
Main Street Financial Solutions
Pennsylvania
$494K +$15.7K +308 +3%
LDB
441
Lee, Danner & Bass
Tennessee
$492K
KLCM
442
KG&L Capital Management
Louisiana
$491K +$219K +4,303 +81%
CAC
443
Certified Advisory Corp
Florida
$486K -$15.1K -296 -3%
IFO
444
Independent Family Office
New York
$481K
FDW
445
Fourth Dimension Wealth
Ohio
$478K +$478K +9,366 +468,300%
HCM
446
Hutchinson Capital Management
California
$478K -$6.99K -137 -1%
BWP
447
Balboa Wealth Partners
Arizona
$474K +$474K +9,292 New
ORC
448
O'Rourke & Company
Massachusetts
$472K +$472K +9,251 New
MIH
449
Meitav Investment House
Israel
$471K +$203K +3,974 +76%
HWM
450
Hohimer Wealth Management
Washington
$471K +$58.6K +1,150 +14%

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.