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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
TPWA
26
TRUE Private Wealth Advisors
Oregon
$44.9M +$3.1M +60,820 +7%
Schroder Investment Management Group
27
Schroder Investment Management Group
United Kingdom
$43.5M +$43.4M +851,628 New
B
28
Barings
North Carolina
$39.8M -$4.59M -90,000 -10%
VCA
29
Verdence Capital Advisors
Maryland
$38.9M +$36.8M +722,615 +1,841%
1832 Asset Management
30
1832 Asset Management
Ontario, Canada
$38.2M -$87.4K -1,715 -0.2%
DPI
31
Diversified Portfolios Inc
Michigan
$37.6M +$4.86M +95,358 +15%
MML Investors Services
32
MML Investors Services
Massachusetts
$35.9M +$1.44M +28,255 +4%
Osaic Holdings
33
Osaic Holdings
Arizona
$35.5M +$5.4M +105,899 +18%
Kovitz Investment Group Partners
34
Kovitz Investment Group Partners
Illinois
$31.8M +$3.06M +60,050 +11%
HighTower Advisors
35
HighTower Advisors
Illinois
$30.9M +$7.13M +139,868 +30%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$30.8M +$11M +216,557 +56%
OAM
37
Occidental Asset Management
California
$28M +$13.4M +261,857 +92%
TCM
38
Towercrest Capital Management
Pennsylvania
$27M -$6.47M -126,957 -19%
AWS
39
Atria Wealth Solutions
New York
$26.8M +$8.07M +158,270 +43%
DWM
40
Destination Wealth Management
California
$25.4M +$939K +18,418 +4%
OIA
41
OneDigital Investment Advisors
Kansas
$23.2M +$7.68M +150,536 +49%
MWM
42
Modera Wealth Management
New Jersey
$23.1M -$1.55M -30,302 -6%
WJA
43
Willis Johnson & Associates
Texas
$23.1M +$1.28M +25,006 +6%
Goldman Sachs
44
Goldman Sachs
New York
$23M -$257K -5,049 -1%
CCFCSB
45
Cape Cod Five Cents Savings Bank
Massachusetts
$22.1M
SCTC
46
Sanibel Captiva Trust Company
Florida
$21.6M +$17.4M +340,885 +415%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$21.5M +$210K +4,119 +1%
Stifel Financial
48
Stifel Financial
Missouri
$19.9M +$388K +7,619 +2%
SEI Investments
49
SEI Investments
Pennsylvania
$19.5M +$19.5M +382,699 New
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$19.4M +$1.04M +20,365 +6%

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.