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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
NL
451
NWAM LLC
Washington
$471K +$470K +9,220 New
BAM
452
BTS Asset Management
Massachusetts
$463K -$491K -9,627 -51%
STA
453
Smith Thornton Advisors
Alabama
$459K
APP
454
Avantax Planning Partners
Iowa
$458K -$11.4K -224 -2%
KWS
455
Keystone Wealth Services
California
$458K -$33.8K -662 -7%
FFN
456
Focus Financial Network
Minnesota
$456K +$87.7K +1,720 +24%
TPA
457
Trivium Point Advisory
Connecticut
$451K -$501K -9,825 -53%
DAS
458
Dynamic Advisor Solutions
Arizona
$447K +$43.8K +859 +11%
RSF
459
Rik Saylor Financial
Ohio
$441K -$3.98K -78 -0.9%
SC
460
Savant Capital
Illinois
$439K -$69.3K -1,360 -14%
GAMC
461
Garner Asset Management Corp
Texas
$428K +$427K +8,382 New
M&T Bank
462
M&T Bank
New York
$421K -$89.5K -1,755 -18%
EWA
463
EP Wealth Advisors
California
$411K
CIS
464
Continental Investors Services
Washington
$410K -$663 -13 -0.2%
SW
465
SteelPeak Wealth
California
$409K +$75.5K +1,480 +23%
OC
466
Opinicus Capital
Florida
$403K +$402K +7,891 New
NB
467
Northwest Bancshares
Pennsylvania
$399K -$18.1K -354 -4%
FIBT
468
First International Bank & Trust
North Dakota
$395K
CFIA
469
Cantor Fitzgerald Investment Advisors
New York
$385K -$5K -98 -1%
FFA
470
Fortune Financial Advisors
Kansas
$380K +$380K +7,443 New
MM
471
Meridian Management
Arkansas
$379K
CL
472
Choreo LLC
Illinois
$378K
MWM
473
Mascagni Wealth Management
Mississippi
$370K
EBA
474
Eagle Bay Advisors
New York
$367K -$459 -9 -0.1%
LSWP
475
Liberty Square Wealth Partners
Pennsylvania
$365K

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.