We are live on ! Find out more
FLOT icon

iShares Floating Rate Bond ETF

657 hedge funds and large institutions have $5.65B invested in iShares Floating Rate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 246 increasing their positions, 233 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.64% more ownership

Funds ownership: 59.36%61% (+1.6%)

6% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 233

Holders
657
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
41
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EIP
426
Ellis Investment Partners
Pennsylvania
$511K
LCP
427
Larch Capital Partners
Florida
$510K
HWM
428
HB Wealth Management
Georgia
$509K
FFS
429
Founders Financial Securities
Maryland
$507K
PJSIMP
430
P.J. Schmidt Investment Management (PJS)
Wisconsin
$506K
Envestnet Portfolio Solutions
431
Envestnet Portfolio Solutions
Illinois
$502K
WAS
432
Wealth Advisory Solutions
Indiana
$484K
CFP
433
Cascade Financial Partners
California
$484K
APP
434
Avantax Planning Partners
Iowa
$480K
IFO
435
Independent Family Office
New York
$480K
PWW
436
Pettyjohn Wood & White
Virginia
$478K
AIC
437
Argus Investors Counsel
New York
$469K
RA
438
Rockingstone Advisors
Massachusetts
$466K
OWM
439
OneAscent Wealth Management
Alabama
$466K
WA
440
Waverly Advisors
Alabama
$466K
BCWM
441
Bartlett & Co Wealth Management
Ohio
$460K
FCH
442
Freestone Capital Holdings
Washington
$455K
BWP
443
Balboa Wealth Partners
Arizona
$451K
HCM
444
Hutchinson Capital Management
California
$447K
GS
445
GWN Securities
Florida
$442K
NL
446
NWAM LLC
Washington
$442K
GTWM
447
Global Trust Wealth Management
Florida
$438K
UIM
448
Unified Investment Management
Georgia
$420K
DI
449
Disciplined Investments
Oklahoma
$411K
KWM
450
Keebeck Wealth Management
Illinois
$410K