We are live on ! Find out more
FLOT icon

iShares Floating Rate Bond ETF

645 hedge funds and large institutions have $5.39B invested in iShares Floating Rate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 237 increasing their positions, 257 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more funds holding in top 10

Funds holding in top 10: 3738 (+1)

1% more capital invested

Capital invested by funds: $5.35B → $5.39B (+$39.8M)

0.09% more ownership

Funds ownership: 59.72%59.8% (+0.09%)

8% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 257

4% less funds holding

Funds holding: 675645 (-30)

25% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 71

Holders
645
Holders Change
-30
Holders Change %
-4.44%
% of All Funds
8.47%
Holding in Top 10
38
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.7%
% of All Funds
0.5%
New
53
Increased
237
Reduced
257
Closed
71
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$45.5M +$2.51M +49,164 +6%
Renaissance Technologies
27
Renaissance Technologies
New York
$43.4M -$27M -529,334 -38%
1832 Asset Management
28
1832 Asset Management
Ontario, Canada
$40.2M +$653K +12,803 +2%
B
29
Barings
North Carolina
$39.9M
VCA
30
Verdence Capital Advisors
Maryland
$39.1M -$3.69M -72,488 -9%
DFG
31
Demars Financial Group
Washington
$38.1M -$967K -18,967 -2%
FSA
32
Financial Sense Advisors
California
$36.1M +$31.9M +626,378 +773%
WAM
33
WNY Asset Management
New York
$31.9M +$6.09M +119,377 +24%
Kovitz Investment Group Partners
34
Kovitz Investment Group Partners
Illinois
$31M -$978K -19,181 -3%
OAM
35
Occidental Asset Management
California
$30.5M +$4.84M +94,952 +19%
HighTower Advisors
36
HighTower Advisors
Illinois
$28.7M -$1.08M -21,094 -4%
MC
37
McMorgan & Co
California
$28.6M +$4.58M +89,766 +19%
TCM
38
Towercrest Capital Management
Pennsylvania
$28.5M +$2.7M +52,953 +10%
DWM
39
Destination Wealth Management
California
$28.2M +$1.9M +37,322 +7%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$27.6M +$922K +18,081 +3%
RWM
41
RMG Wealth Management
Wisconsin
$26M +$1.71M +33,618 +7%
LWM
42
LJI Wealth Management
Indiana
$25.9M +$7.28M +142,858 +39%
WJA
43
Willis Johnson & Associates
Texas
$25.3M +$1.71M +33,567 +7%
US Bancorp
44
US Bancorp
Minnesota
$23.4M +$5.99M +117,576 +34%
DPI
45
Diversified Portfolios Inc
Michigan
$23.4M -$2.17M -42,579 -8%
WFS
46
Walker Financial Services
Kentucky
$22.4M +$22.4M +439,420 New
CCFCSB
47
Cape Cod Five Cents Savings Bank
Massachusetts
$22.1M
MML Investors Services
48
MML Investors Services
Massachusetts
$21.6M -$6.84M -134,143 -24%
MWM
49
Modera Wealth Management
New Jersey
$21.1M -$842K -16,514 -4%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$20.9M +$202K +3,957 +1%