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

68% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 47

14% more funds holding in top 10

Funds holding in top 10: 3641 (+5)

6% more capital invested

Capital invested by funds: $5.35B → $5.65B (+$302M)

3% more funds holding

Funds holding: 638657 (+19)

1.61% more ownership

Funds ownership: 59.39%61% (+1.6%)

6% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 233

Holders
657
Holders Change
+19
Holders Change %
+2.98%
% of All Funds
8.09%
Holding in Top 10
41
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.89%
% of All Funds
0.5%
New
79
Increased
246
Reduced
233
Closed
47
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
B
26
Barings
North Carolina
$39.7M
VCA
27
Verdence Capital Advisors
Maryland
$39.3M +$221K +4,345 +0.6%
Osaic Holdings
28
Osaic Holdings
Arizona
$39.1M -$105K -2,054 -0.3%
DFG
29
Demars Financial Group
Washington
$36M -$462K -9,071 -1%
TWM
30
TriaGen Wealth Management
California
$34.8M +$9.82M +192,792 +39%
DWM
31
Destination Wealth Management
California
$34.5M +$1.64M +32,181 +5%
LWM
32
LJI Wealth Management
Indiana
$33.2M -$197K -3,874 -0.6%
WFS
33
Walker Financial Services
Kentucky
$33.1M +$5.22M +102,454 +19%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$31M +$1.96M +38,481 +7%
Focus Partners Wealth
35
Focus Partners Wealth
Massachusetts
$30.9M +$382K +7,506 +1%
RWM
36
RMG Wealth Management
Wisconsin
$30.6M +$30.6M +601,090 New
OAM
37
Occidental Asset Management
California
$27.5M -$892K -17,514 -3%
TCM
38
Towercrest Capital Management
Pennsylvania
$27.4M -$1.31M -25,689 -5%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$27.1M +$5.59M +109,711 +26%
US Bancorp
40
US Bancorp
Minnesota
$25.2M +$644K +12,647 +3%
HighTower Advisors
41
HighTower Advisors
Illinois
$23.9M -$57.3K -1,126 -0.2%
LG
42
LaFleur & Godfrey
Michigan
$23.7M +$3.08M +60,487 +15%
UCFA
43
United Capital Financial Advisors
Texas
$20.8M -$544K -10,679 -3%
WJA
44
Willis Johnson & Associates
Texas
$20.7M +$357K +7,015 +2%
DPI
45
Diversified Portfolios Inc
Michigan
$20.1M -$441K -8,667 -2%
FSA
46
Financial Sense Advisors
California
$19.7M -$11.7M -230,354 -37%
MWM
47
Modera Wealth Management
New Jersey
$18.8M -$1.05M -20,521 -5%
Goldman Sachs
48
Goldman Sachs
New York
$17.7M -$1.04M -20,385 -6%
PCP
49
Proficio Capital Partners
Massachusetts
$17.5M -$414K -8,120 -2%
MML Investors Services
50
MML Investors Services
Massachusetts
$17.3M -$5.07M -99,550 -23%