FLOT icon

iShares Floating Rate Bond ETF

648 hedge funds and large institutions have $6.21B invested in iShares Floating Rate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 319 increasing their positions, 188 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
-4
Holders Change %
-0.61%
% of All Funds
8.8%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
0.52%
New
59
Increased
319
Reduced
188
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NGA
501
Naples Global Advisors
Florida
$291K +$3.83K +75 +1%
MWM
502
Modern Wealth Management
Kansas
$291K +$291K +5,693 New
RFM
503
Royal Fund Management
Florida
$284K -$54.1K -1,060 -16%
PIMG
504
Patriot Investment Management Group
Tennessee
$282K
MA
505
Mezzasalma Advisors
New Jersey
$280K -$22.5K -441 -7%
FAG
506
Fortitude Advisory Group
Washington
$279K -$16.9K -334 -6%
VHAM
507
Van Hulzen Asset Management
California
$274K -$7.61K -149 -3%
SCI
508
Stableford Capital II
Arizona
$274K +$274K +5,391 New
MWP
509
Moller Wealth Partners
$273K +$273K +5,350 New
FW
510
FullCircle Wealth
Texas
$273K
YDMI
511
Y.D. More Investments
Israel
$269K +$24.4K +2,110 +10%
NHC
512
Nicholas Hoffman & Company
Georgia
$263K +$263K +5,156 New
SWM
513
Seaside Wealth Management
California
$262K +$1.94K +38 +0.7%
AC
514
Addison Capital
Pennsylvania
$261K +$261K +5,109 New
SIG
515
Spinnaker Investment Group
California
$260K
MLIC
516
Mandatum Life Insurance Company
Finland
$258K
FFG
517
Fiduciary Financial Group
California
$257K -$36.6K -727 -12%
NS
518
NBC Securities
Alabama
$254K +$254K +4,982 New
WTC
519
WhitTier Trust Company
Nevada
$253K
PIWA
520
Prevail Innovative Wealth Advisors
Kansas
$250K -$396K -7,760 -61%
CWP
521
CFM Wealth Partners
Texas
$248K
SIC
522
Salem Investment Counselors
North Carolina
$239K -$5.11K -100 -2%
RA
523
Rockingstone Advisors
Massachusetts
$239K +$239K +4,680 New
AA
524
Ancora Advisors
Ohio
$238K +$54K +1,058 +29%
OAS
525
Optivise Advisory Services
Tennessee
$234K +$234K +4,580 New