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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
FFA
476
Fortune Financial Advisors
Kansas
$380K
CFIA
477
Cantor Fitzgerald Investment Advisors
New York
$379K -$5.18K -102 -1%
MM
478
Meridian Management
Arkansas
$379K
LWM
479
Liberty Wealth Management
California
$371K -$369K -7,271 -50%
MWM
480
Mascagni Wealth Management
Mississippi
$370K
PRI
481
Prepared Retirement Institute
Pennsylvania
$370K -$163K -3,209 -31%
LSWP
482
Liberty Square Wealth Partners
Pennsylvania
$364K
APW
483
Aurora Private Wealth
New Jersey
$362K +$2.18K +43 +0.6%
SAM
484
Sherman Asset Management
California
$361K +$1.32K +26 +0.4%
NS
485
NBC Securities
Alabama
$359K +$105K +2,072 +42%
STA
486
Smith Thornton Advisors
Alabama
$358K -$100K -1,975 -22%
AOWM
487
Alpha Omega Wealth Management
Virginia
$357K
CIA
488
Concurrent Investment Advisors
Florida
$356K +$42.8K +843 +14%
BSG
489
Black Swift Group
Colorado
$356K -$298K -5,860 -46%
KWS
490
Keystone Wealth Services
California
$355K -$102K -2,009 -22%
PG
491
Patten Group
Tennessee
$354K -$307K -6,041 -47%
AA
492
Armis Advisers
Georgia
$354K +$1.88K +37 +0.5%
PVI
493
Pine Valley Investments
New Jersey
$351K -$297K -5,842 -46%
HI
494
Horizon Investments
North Carolina
$350K +$259K +5,098 +279%
SAM
495
Summit Asset Management
Tennessee
$343K -$14.2K -279 -4%
GS
496
GTS Securities
New York
$339K +$337K +6,636 New
COCM
497
Charter Oak Capital Management
New Hampshire
$337K -$160K -3,140 -32%
USCWA
498
U.S. Capital Wealth Advisors
Texas
$331K
ICMM
499
Integrated Capital Management (Michigan)
Michigan
$327K +$965 +19 +0.3%
M&T Bank
500
M&T Bank
New York
$326K -$94.7K -1,865 -23%

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.