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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
WTC
526
WhitTier Trust Company
Nevada
$253K
PIWA
527
Prevail Innovative Wealth Advisors
Kansas
$250K -$396K -7,760 -61%
CWP
528
CFM Wealth Partners
Texas
$248K
SIC
529
Salem Investment Counselors
North Carolina
$239K -$5.1K -100 -2%
RA
530
Rockingstone Advisors
Massachusetts
$239K +$239K +4,680 New
AA
531
Ancora Advisors
Ohio
$238K +$53.9K +1,058 +29%
OAS
532
Optivise Advisory Services
Tennessee
$234K +$234K +4,580 New
MCC
533
Money Concepts Capital
Florida
$233K +$232K +4,556 New
IFA
534
Interactive Financial Advisors
Illinois
$232K -$2.85K -56 -1%
TA
535
TrueWealth Advisors
Alabama
$232K
FDCDDQ
536
Federation des caisses Desjardins du Quebec
Quebec, Canada
$231K +$14.5K +285 +7%
IAG
537
Investment Advisory Group
Massachusetts
$230K
CWS
538
Cypress Wealth Services
California
$228K -$25.2K -495 -10%
KAS
539
KPP Advisory Services
Kentucky
$227K
EB
540
Exchange Bank
California
$225K
WCP
541
Wick Capital Partners
Pennsylvania
$224K
First Manhattan
542
First Manhattan
New York
$224K +$8.52K +167 +4%
RL
543
Rogco LP
Oklahoma
$222K +$207K +4,055 +1,408%
PIA
544
Powell Investment Advisors
Florida
$221K -$17.2K -337 -7%
IWM
545
IHT Wealth Management
Illinois
$221K -$59.5K -1,166 -21%
EWA
546
Elevate Wealth Advisory
Georgia
$220K +$357 +7 +0.2%
RWA
547
Redhawk Wealth Advisors
Minnesota
$218K +$1.63K +32 +0.8%
WJWM
548
Williams Jones Wealth Management
New York
$217K
PCA
549
Peddock Capital Advisors
Massachusetts
$217K +$13.6K +267 +7%
CAL
550
Capital Advisors Ltd
Ohio
$216K -$47.9K -940 -18%

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.