We are live on ! Find out more
FLOT icon

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
FFG
526
Fiduciary Financial Group
California
$260K
O3W
527
Omni 360 Wealth
New Jersey
$259K +$258K +5,070 New
GAMC
528
Garner Asset Management Corp
Texas
$258K -$169K -3,320 -40%
MLIC
529
Mandatum Life Insurance Company
Finland
$258K
CTWM
530
Cherry Tree Wealth Management
Minnesota
$257K -$101K -1,984 -28%
BWP
531
Burling Wealth Partners
Illinois
$255K +$254K +5,000 New
CAS
532
Coppell Advisory Solutions
Texas
$255K +$254K +5,000 New
DLCIG
533
D.L. Carlson Investment Group
New Hampshire
$253K -$930K -18,300 -79%
WTC
534
WhitTier Trust Company
Nevada
$253K
OAS
535
Optivise Advisory Services
Tennessee
$250K +$15.8K +311 +7%
SG
536
Sharper & Granite
California
$249K +$249K +4,900 New
GM
537
GeoWealth Management
Illinois
$248K -$58.8K -1,157 -19%
FDW
538
Fourth Dimension Wealth
Ohio
$248K -$229K -4,509 -48%
AG
539
Ascent Group
Virginia
$248K -$4.67M -91,859 -95%
CWP
540
CFM Wealth Partners
Texas
$247K
GWMR
541
GC Wealth Management RIA
Massachusetts
$247K -$59.9K -1,179 -20%
MWM
542
Modern Wealth Management
Kansas
$246K -$44.5K -876 -15%
VHAM
543
Van Hulzen Asset Management
California
$243K -$30.5K -600 -11%
RA
544
Rockingstone Advisors
Massachusetts
$239K
FDCDDQ
545
Federation des caisses Desjardins du Quebec
Quebec, Canada
$239K +$7.72K +152 +3%
AA
546
Ancora Advisors
Ohio
$239K +$762 +15 +0.3%
IWM
547
IHT Wealth Management
Illinois
$237K +$15.3K +302 +7%
EWA
548
Evolution Wealth Advisors
Florida
$234K +$233K +4,580 New
TCMP
549
Thrive Capital Management (Pennsylvania)
Pennsylvania
$233K +$232K +4,576 New
IFA
550
Interactive Financial Advisors
Illinois
$228K -$3.56K -70 -2%

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.