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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
LWM
551
Lionsbridge Wealth Management
Florida
$213K +$213K +4,170 New
QC
552
Quadrature Capital
United Kingdom
$207K +$207K +4,064 New
FCI
553
Financial Counselors Inc
Kansas
$205K -$153 -3 -0.1%
SWP
554
Summit Wealth Partners
Florida
$205K -$24.7K -485 -11%
DWT
555
Dorsey & Whitney Trust
South Dakota
$204K -$51K -1,000 -20%
HWM
556
HB Wealth Management
Georgia
$204K +$204K +3,995 New
CAL
557
Capital Analysts LLC
Pennsylvania
$190K +$149K +2,930 +365%
GEA
558
Glen Eagle Advisors
New Jersey
$183K +$30.6K +600 +20%
CFB
559
Cullen/Frost Bankers
Texas
$176K +$39.5K +775 +29%
CT
560
Coastline Trust
Rhode Island
$175K -$177K -3,470 -50%
Fidelity Investments
561
Fidelity Investments
Massachusetts
$173K -$9.94K -195 -5%
LWANC
562
Laurel Wealth Advisors (North Carolina)
North Carolina
$164K
S
563
Sachetta
Massachusetts
$163K
State Farm Mutual Automobile Insurance
564
State Farm Mutual Automobile Insurance
Illinois
$163K +$151K +2,954 +1,262%
MWA
565
Medallion Wealth Advisors
Connecticut
$156K +$153K +3,000 +5,263%
PS
566
Principal Securities
Iowa
$139K
MCM
567
MAI Capital Management
Ohio
$131K -$2.24K -44 -2%
MIM
568
Marshall Investment Management
Colorado
$125K +$8.06K +158 +7%
WIM
569
Westside Investment Management
California
$120K
CA
570
Continuum Advisory
Idaho
$118K -$7.19K -141 -6%
HCP
571
Hexagon Capital Partners
Arkansas
$117K
ACA
572
Aptus Capital Advisors
Alabama
$113K -$2.85K -56 -2%
CSC
573
Cove Street Capital
California
$112K
Fifth Third Bancorp
574
Fifth Third Bancorp
Ohio
$108K +$67.4K +1,322 +166%
TWC
575
TD Waterhouse Canada
Ontario, Canada
$106K +$6.63K +130 +7%

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.