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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
DDPIC
501
Deroy & Devereaux Private Investment Counsel
Michigan
$311K
BPA
502
Beacon Pointe Advisors
California
$311K -$13.8K -272 -4%
BFO
503
Boston Family Office
Massachusetts
$308K
WPW
504
Waldron Private Wealth
Pennsylvania
$304K +$303K +5,962 New
TC
505
Trilogy Capital
California
$303K -$3.91K -77 -1%
FAG
506
Fortitude Advisory Group
Washington
$302K +$21.6K +425 +8%
HCA
507
Heck Capital Advisors
Wisconsin
$301K -$2.32M -45,745 -89%
EAM
508
Evanson Asset Management
California
$299K +$3.66K +72 +1%
BCG
509
Breakwater Capital Group
New Jersey
$298K -$219K -4,314 -42%
T
510
Tidemark
California
$298K
MCC
511
Money Concepts Capital
Florida
$295K +$62.5K +1,230 +27%
YDMI
512
Y.D. More Investments
Israel
$294K +$25.4K +500 +2%
UAS
513
United Asset Strategies
New York
$291K -$18.3K -361 -6%
EBA
514
Eagle Bay Advisors
New York
$289K -$77.3K -1,522 -21%
NGA
515
Naples Global Advisors
Florida
$286K -$5.08K -100 -2%
CCM
516
Chilton Capital Management
Texas
$284K -$10.7K -210 -4%
PIMG
517
Patriot Investment Management Group
Tennessee
$282K
CAM
518
Cresset Asset Management
Illinois
$281K -$1.91M -37,671 -87%
MA
519
Mezzasalma Advisors
New Jersey
$279K
EL
520
Essex LLC
Illinois
$279K -$68.8K -1,355 -20%
SCI
521
Stableford Capital II
Arizona
$275K
FW
522
FullCircle Wealth
Texas
$273K
LA
523
Lifeworks Advisors
Michigan
$272K +$271K +5,335 New
NHC
524
Nicholas Hoffman & Company
Georgia
$263K
AC
525
Addison Capital
Pennsylvania
$261K

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.