We are live on ! Find out more
FLOT icon

iShares Floating Rate Bond ETF

686 hedge funds and large institutions have $6.21B invested in iShares Floating Rate Bond ETF in 2026 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 288 increasing their positions, 209 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 53

38% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 209

10% more capital invested

Capital invested by funds: $5.66B → $6.21B (+$546M)

4% more funds holding

Funds holding: 661686 (+25)

1.17% more ownership

Funds ownership: 61.06%62.24% (+1.2%)

7% less funds holding in top 10

Funds holding in top 10: 4138 (-3)

Holders
686
Holders Change
+25
Holders Change %
+3.78%
% of All Funds
8.29%
Holding in Top 10
38
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.32%
% of All Funds
0.46%
New
89
Increased
288
Reduced
209
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$41.9M -$9.13M -179,299 -18%
B
27
Barings
North Carolina
$39.8M
WFS
28
Walker Financial Services
Kentucky
$37.4M +$4.19M +82,249 +13%
LWM
29
LJI Wealth Management
Indiana
$36.9M +$3.62M +71,125 +11%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$35.6M +$4.53M +88,891 +15%
RWM
31
RMG Wealth Management
Wisconsin
$34.9M +$4.28M +84,012 +14%
DWM
32
Destination Wealth Management
California
$34.8M +$156K +3,053 +0.5%
VCA
33
Verdence Capital Advisors
Maryland
$34.5M -$4.92M -96,581 -13%
SPIA
34
Steward Partners Investment Advisory
New York
$34M -$22.6M -443,372 -40%
Goldman Sachs
35
Goldman Sachs
New York
$32M +$14.3M +281,005 +81%
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
$31M +$83.1K +1,631 +0.3%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$30.5M +$3.33M +65,396 +12%
US Bancorp
38
US Bancorp
Minnesota
$27.7M +$2.45M +48,079 +10%
TCM
39
Towercrest Capital Management
Pennsylvania
$26.9M -$494K -9,703 -2%
OAM
40
Occidental Asset Management
California
$26.6M -$934K -18,340 -3%
LG
41
LaFleur & Godfrey
Michigan
$24.7M +$938K +18,419 +4%
CCFCSB
42
Cape Cod Five Cents Savings Bank
Massachusetts
$24.6M +$24.5M +481,741 New
AWM
43
Avior Wealth Management
Nebraska
$24.2M +$8.26M +162,133 +52%
MA
44
Mutual Advisors
Nebraska
$23.8M +$21.9M +430,004 +1,193%
Stifel Financial
45
Stifel Financial
Missouri
$22.9M +$8.73M +171,395 +62%
MC
46
McMorgan & Co
California
$22.5M +$7.35M +144,256 +49%
HighTower Advisors
47
HighTower Advisors
Illinois
$22.3M -$1.69M -33,227 -7%
WJA
48
Willis Johnson & Associates
Texas
$21.9M +$1.17M +22,879 +6%
UCFA
49
United Capital Financial Advisors
Texas
$21.2M +$394K +7,744 +2%
MML Investors Services
50
MML Investors Services
Massachusetts
$21.1M +$3.78M +74,141 +22%

FLOT Hedge Fund Activity: Q2 2026 in Review

686 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q2 2026, worth a combined $6.21B — up 9.6% from $5.66B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new FLOT positions and 53 closed out — a net gain of 36 holders — while 288 added to existing stakes and 209 trimmed.

The largest buyer was Nomura Asset Management, opening a new position worth an estimated $62.5M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $47.8M sold.

  • 686 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q2 2026, up from 661 in Q1 2026.
  • Funds reported $6.21B of iShares Floating Rate Bond ETF stock for Q2 2026, up 9.6% quarter-over-quarter.
  • 89 funds opened new iShares Floating Rate Bond ETF positions in Q2 2026 and 53 closed out, a net change of +36 holders.
  • The largest iShares Floating Rate Bond ETF buyer in Q2 2026 was Nomura Asset Management, an estimated $62.5M added.
  • The largest iShares Floating Rate Bond ETF seller in Q2 2026 was Manulife (Manufacturers Life Insurance), an estimated $47.8M sold.

Based on aggregated 13F filings for Q2 2026.