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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
WF
426
Welch & Forbes
Massachusetts
$531K -$10.2K -200 -2%
NL
427
NWAM LLC
Washington
$525K +$53.8K +1,059 +11%
AC
428
AlphaCore Capital
California
$520K
GS
429
GWN Securities
Florida
$519K -$131K -2,580 -20%
WAS
430
Wealth Advisory Solutions
Indiana
$517K +$1.57K +31 +0.3%
BCWM
431
Bartlett & Co Wealth Management
Ohio
$511K +$1.07K +21 +0.2%
XT
432
XTX Topco
Cayman Islands
$508K -$66.3K -1,305 -12%
WB
433
WesBanco Bank
West Virginia
$506K
TFS
434
Thoroughbred Financial Services
Tennessee
$500K +$498K +9,805 New
DI
435
Disciplined Investments
Oklahoma
$497K -$76.9K -1,513 -13%
LDB
436
Lee, Danner & Bass
Tennessee
$492K
IC
437
Innealta Capital
Texas
$487K -$93.5K -1,841 -16%
MIA
438
MMBG Investment Advisors
Florida
$486K -$81.3K -1,600 -14%
HWM
439
Hohimer Wealth Management
Washington
$484K +$13.8K +271 +3%
EFG
440
Ethos Financial Group
Pennsylvania
$481K +$128K +2,510 +36%
IFO
441
Independent Family Office
New York
$481K
CAC
442
Certified Advisory Corp
Florida
$480K -$5.94K -117 -1%
BWP
443
Balboa Wealth Partners
Arizona
$477K +$3.1K +61 +0.7%
KWA
444
Kingswood Wealth Advisors
California
$476K -$54.4K -1,070 -10%
PCS
445
Private Client Services
Kentucky
$474K +$110K +2,168 +30%
MHC
446
May Hill Capital
Massachusetts
$473K -$439K -8,641 -48%
DAS
447
Diversify Advisory Services
Utah
$471K -$164K -3,225 -26%
HCM
448
Hutchinson Capital Management
California
$471K -$7.01K -138 -1%
MSFS
449
Main Street Financial Solutions
Pennsylvania
$470K -$24K -473 -5%
T
450
Tableaux
Massachusetts
$467K -$54K -1,062 -10%

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.