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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
TC
501
Trilogy Capital
California
$307K +$20.2K +397 +7%
CCG
502
Ceeto Capital Group
Florida
$306K
KJHP
503
K.J. Harrison & Partners
Ontario, Canada
$303K +$302K +5,928 New
T
504
Tidemark
California
$299K -$9.99K -196 -3%
EAM
505
Evanson Asset Management
California
$296K +$2.24K +44 +0.8%
GWM
506
Graybill Wealth Management
Illinois
$295K +$294K +5,775 New
CCM
507
Chilton Capital Management
Texas
$295K
NGA
508
Naples Global Advisors
Florida
$291K +$3.82K +75 +1%
MWM
509
Modern Wealth Management
Kansas
$291K +$290K +5,693 New
RFM
510
Royal Fund Management
Florida
$284K -$54K -1,060 -16%
PIMG
511
Patriot Investment Management Group
Tennessee
$282K
MA
512
Mezzasalma Advisors
New Jersey
$280K -$22.5K -441 -7%
FAG
513
Fortitude Advisory Group
Washington
$279K -$17K -334 -6%
VHAM
514
Van Hulzen Asset Management
California
$274K -$7.6K -149 -3%
SCI
515
Stableford Capital II
Arizona
$274K +$275K +5,391 New
MWP
516
Moller Wealth Partners
$273K +$273K +5,350 New
FW
517
FullCircle Wealth
Texas
$273K
YDMI
518
Y.D. More Investments
Israel
$269K +$108K +2,110 +10%
NHC
519
Nicholas Hoffman & Company
Georgia
$263K +$263K +5,156 New
SWM
520
Seaside Wealth Management
California
$262K +$1.94K +38 +0.7%
AC
521
Addison Capital
Pennsylvania
$261K +$260K +5,109 New
SIG
522
Spinnaker Investment Group
California
$260K
MLIC
523
Mandatum Life Insurance Company
Finland
$258K
FFG
524
Fiduciary Financial Group
California
$257K -$37.1K -727 -12%
NS
525
NBC Securities
Alabama
$254K +$254K +4,982 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.