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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
CFB
551
Cullen/Frost Bankers
Texas
$225K +$48.9K +963 +28%
TPW
552
Talon Private Wealth
Florida
$225K +$224K +4,407 New
WWM
553
WJ Wealth Management
Arizona
$224K -$510K -10,047 -70%
IAG
554
Investment Advisory Group
Massachusetts
$224K -$5.08K -100 -2%
WCP
555
Wick Capital Partners
Pennsylvania
$224K +$794K +15,631 +356%
RL
556
Rogco LP
Oklahoma
$222K
PIA
557
Powell Investment Advisors
Florida
$221K
RWA
558
Redhawk Wealth Advisors
Minnesota
$221K +$2.59K +51 +1%
SIG
559
Spinnaker Investment Group
California
$220K -$40.3K -793 -16%
PCA
560
Peddock Capital Advisors
Massachusetts
$219K +$2.79K +55 +1%
EFG
561
Elm3 Financial Group
Georgia
$217K -$122K -2,400 -36%
WJWM
562
Williams Jones Wealth Management
New York
$217K
KAS
563
KPP Advisory Services
Kentucky
$212K -$15.2K -300 -7%
EB
564
Exchange Bank
California
$208K -$16.3K -321 -7%
RAS
565
RPS Advisory Solutions
Kentucky
$208K +$207K +4,069 New
NFP
566
Narus Financial Partners
Utah
$207K +$207K +4,066 New
SWP
567
Summit Wealth Partners
Florida
$204K
GWM
568
Graybill Wealth Management
Illinois
$204K -$90.2K -1,775 -31%
SPFA
569
Summit Place Financial Advisors
New Jersey
$202K -$122K -2,400 -38%
KA
570
Kovack Advisors
Florida
$201K +$201K +3,947 New
CA
571
Continuum Advisory
Idaho
$201K +$83.2K +1,637 +71%
NFSG
572
Newbridge Financial Services Group
Florida
$199K +$198K +3,907 New
CSC
573
Cove Street Capital
California
$199K +$86.4K +1,701 +77%
CAL
574
Capital Advisors Ltd
Ohio
$199K -$16.6K -327 -8%
WT
575
Whittier Trust
California
$197K +$140K +2,760 +250%

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.