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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
GF
451
Gries Financial
Ohio
$460K -$48K -945 -9%
SAS
452
Stelac Advisory Services
New York
$459K -$99.8K -1,964 -18%
APP
453
Avantax Planning Partners
Iowa
$453K -$5.49K -108 -1%
BAM
454
BTS Asset Management
Massachusetts
$452K -$10.4K -204 -2%
Cerity Partners
455
Cerity Partners
New York
$449K -$239K -4,702 -35%
WIA
456
World Investment Advisors
California
$445K -$284K -5,585 -39%
TDC
457
Thompson Davis & Co
Virginia
$441K -$77.6K -1,527 -15%
SC
458
Savant Capital
Illinois
$438K -$1.02K -20 -0.2%
PHAM
459
Palisades Hudson Asset Management
Florida
$437K +$435K +8,571 New
OC
460
Opinicus Capital
Florida
$436K +$33.2K +654 +8%
RSF
461
Rik Saylor Financial
Ohio
$428K -$12.3K -243 -3%
VAG
462
VisionPoint Advisory Group
Texas
$420K +$418K +8,236 New
TSS
463
Two Sigma Securities
New York
$420K +$418K +8,234 New
FFS
464
Flavin Financial Services
Florida
$419K -$297K -5,851 -42%
EWA
465
EP Wealth Advisors
California
$410K
CL
466
Choreo LLC
Illinois
$404K +$26.2K +515 +7%
GTAM
467
Global Trust Asset Management
Florida
$404K -$170K -3,345 -30%
RWM
468
Revisor Wealth Management
Ohio
$403K -$506K -9,961 -56%
NB
469
Northwest Bancshares
Pennsylvania
$398K
FNC
470
First National Corp
Massachusetts
$395K +$33.1K +651 +9%
FIBT
471
First International Bank & Trust
North Dakota
$395K
CIS
472
Continental Investors Services
Washington
$393K -$14.6K -288 -4%
AFP
473
Alpha Financial Partners
Kentucky
$387K +$385K +7,580 New
SW
474
SteelPeak Wealth
California
$386K -$22.7K -446 -6%
HGA
475
Hobbs Group Advisors
South Carolina
$383K -$301K -5,929 -44%

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.