We are live on ! Find out more
FLOT icon

iShares Floating Rate Bond ETF

645 hedge funds and large institutions have $5.39B invested in iShares Floating Rate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 237 increasing their positions, 257 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more funds holding in top 10

Funds holding in top 10: 3738 (+1)

1% more capital invested

Capital invested by funds: $5.35B → $5.39B (+$39.8M)

0.09% more ownership

Funds ownership: 59.72%59.8% (+0.09%)

8% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 257

4% less funds holding

Funds holding: 675645 (-30)

25% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 71

Holders
645
Holders Change
-30
Holders Change %
-4.44%
% of All Funds
8.47%
Holding in Top 10
38
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.7%
% of All Funds
0.5%
New
53
Increased
237
Reduced
257
Closed
71
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
526
Continuum Advisory
Idaho
$230K +$28.9K +566 +14%
PAMG
527
Patton Albertson Miller Group
Tennessee
$230K +$229K +4,500 New
IAG
528
Investment Advisory Group
Massachusetts
$225K
FFG
529
Fiduciary Financial Group
California
$222K -$38.7K -759 -15%
ACM
530
Advisors Capital Management
New Jersey
$222K +$222K +4,353 New
KF
531
Krilogy Financial
Missouri
$222K +$222K +4,358 New
OAS
532
Optivise Advisory Services
Tennessee
$222K -$28.2K -553 -11%
TCMP
533
Thrive Capital Management (Pennsylvania)
Pennsylvania
$222K -$12.1K -238 -5%
PIA
534
Powell Investment Advisors
Florida
$222K
SIG
535
Spinnaker Investment Group
California
$220K
PCA
536
Peddock Capital Advisors
Massachusetts
$220K
NFP
537
Narus Financial Partners
Utah
$218K +$10.6K +207 +5%
WJWM
538
Williams Jones Wealth Management
New York
$217K
FFS
539
Founders Financial Securities
Maryland
$215K -$460K -9,020 -68%
XT
540
XTX Topco
Cayman Islands
$212K -$295K -5,795 -58%
CCP
541
Carmel Capital Partners
California
$211K -$5.07M -99,463 -96%
EB
542
Exchange Bank
California
$208K
RL
543
Rogco LP
Oklahoma
$207K -$14.7K -288 -7%
SWP
544
Summit Wealth Partners
Florida
$205K
NWM
545
Northcape Wealth Management
New York
$204K +$204K +4,000 New
HWM
546
HB Wealth Management
Georgia
$204K +$204K +3,995 New
CAL
547
Capital Advisors Ltd
Ohio
$203K +$3.01K +59 +2%
KA
548
Kovack Advisors
Florida
$202K
WT
549
Whittier Trust
California
$197K
CFB
550
Cullen/Frost Bankers
Texas
$197K -$29.1K -570 -13%