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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
PCS
476
Private Client Services
Kentucky
$364K +$23.9K +469 +7%
FNC
477
First National Corp
Massachusetts
$362K +$1.02K +20 +0.3%
SB
478
Strategic Blueprint
Georgia
$361K +$360K +7,066 New
SAM
479
Sherman Asset Management
California
$360K +$57.7K +1,132 +19%
APW
480
Aurora Private Wealth
New Jersey
$360K +$360K +7,053 New
CTWM
481
Cherry Tree Wealth Management
Minnesota
$359K -$40.3K -791 -10%
AIM
482
Advyzon Investment Management
Illinois
$357K +$94.3K +1,849 +36%
SAM
483
Summit Asset Management
Tennessee
$357K -$40.1K -786 -10%
AOWM
484
Alpha Omega Wealth Management
Virginia
$357K
DWM
485
Diversify Wealth Management
Utah
$356K +$50.2K +984 +16%
AA
486
Armis Advisers
Georgia
$353K +$1.22K +24 +0.3%
EFG
487
Ethos Financial Group
Pennsylvania
$352K
EL
488
Essex LLC
Illinois
$348K
EFG
489
Elm3 Financial Group
Georgia
$340K -$5.1K -100 -1%
USCWA
490
U.S. Capital Wealth Advisors
Texas
$331K -$26.4K -517 -7%
ICMM
491
Integrated Capital Management (Michigan)
Michigan
$327K -$6.02K -118 -2%
ST
492
Smithfield Trust
Pennsylvania
$325K -$100K -1,962 -24%
BPA
493
Beacon Pointe Advisors
California
$325K +$153 +3 +0%
SPFA
494
Summit Place Financial Advisors
New Jersey
$325K -$72.4K -1,420 -18%
CIA
495
Concurrent Investment Advisors
Florida
$313K +$313K +6,138 New
DDPIC
496
Deroy & Devereaux Private Investment Counsel
Michigan
$311K
UAS
497
United Asset Strategies
New York
$310K -$104K -2,044 -25%
BFO
498
Boston Family Office
Massachusetts
$308K
GM
499
GeoWealth Management
Illinois
$307K +$307K +6,017 +120,340%
GWMR
500
GC Wealth Management RIA
Massachusetts
$307K +$307K +6,017 New

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.