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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
VCA
26
Verdence Capital Advisors
Maryland
$42.8M +$3.93M +77,446 +10%
B
27
Barings
North Carolina
$39.8M
1832 Asset Management
28
1832 Asset Management
Ontario, Canada
$39.5M +$1.27M +25,085 +3%
DFG
29
Demars Financial Group
Washington
$39M -$1.97B -38,711,405 -98%
TNBTD
30
Trustmark National Bank Trust Department
Mississippi
$34.1M +$20.5M +404,368 +153%
QC
31
Quadrature Capital
United Kingdom
$33.4M +$33M +650,127 +15,997%
Kovitz Investment Group Partners
32
Kovitz Investment Group Partners
Illinois
$32M +$152K +2,987 +0.5%
HighTower Advisors
33
HighTower Advisors
Illinois
$29.7M -$1.14M -22,510 -4%
MML Investors Services
34
MML Investors Services
Massachusetts
$28.4M -$7.49M -147,462 -21%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$26.7M -$4.09M -80,437 -13%
DWM
36
Destination Wealth Management
California
$26.2M +$818K +16,110 +3%
WAM
37
WNY Asset Management
New York
$25.8M +$20.9M +410,612 +435%
TCM
38
Towercrest Capital Management
Pennsylvania
$25.8M -$1.19M -23,454 -4%
OAM
39
Occidental Asset Management
California
$25.6M -$2.33M -45,803 -8%
DPI
40
Diversified Portfolios Inc
Michigan
$25.6M -$12M -235,413 -32%
RWM
41
RMG Wealth Management
Wisconsin
$24.3M +$24.2M +475,573 New
MC
42
McMorgan & Co
California
$24M +$10.3M +203,652 +76%
National Bank of Canada
43
National Bank of Canada
Quebec, Canada
$23.8M +$9.57M +188,470 +68%
WJA
44
Willis Johnson & Associates
Texas
$23.5M +$441K +8,671 +2%
CCFCSB
45
Cape Cod Five Cents Savings Bank
Massachusetts
$22.1M
MWM
46
Modera Wealth Management
New Jersey
$21.9M -$1.18M -23,174 -5%
Goldman Sachs
47
Goldman Sachs
New York
$21.6M -$1.41M -27,669 -6%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$20.7M +$1.34M +26,451 +7%
SCTC
49
Sanibel Captiva Trust Company
Florida
$20.3M -$1.28M -25,130 -6%
BAAM
50
Baker Avenue Asset Management
California
$20M +$692K +13,615 +4%

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.