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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
PPC
576
Park Place Capital
Alabama
$102K
CWM
577
Cranbrook Wealth Management
Michigan
$101K
ARC
578
Advisor Resource Council
Texas
$100K +$942K +18,482 New
AA
579
Addison Advisors
Vermont
$99.5K -$22.9K -450 -19%
GCM
580
Gables Capital Management
Florida
$99.3K
FRA
581
Front Row Advisors
California
$97.7K +$15.3K +300 +19%
SWM
582
Spire Wealth Management
Virginia
$96K +$11.1K +217 +13%
HI
583
Horizon Investments
North Carolina
$92.5K -$339K -6,645 -78%
AIC
584
Archer Investment Corporation
Indiana
$92.3K -$13K -255 -12%
PPWM
585
PFG Private Wealth Management
Florida
$88.7K -$1.17K -23 -1%
Simplex Trading
586
Simplex Trading
Illinois
$76K +$76.5K +1,500 New
LI
587
LRI Investments
Florida
$65.6K
AIP
588
Ameritas Investment Partners
Nebraska
$64.8K -$5.97K -117 -8%
CT
589
Caldwell Trust
Florida
$64.2K
PA
590
Parallel Advisors
California
$58.8K +$51 +1 +0.1%
WW
591
Winnow Wealth
Texas
$56.6K -$339K -6,644 -86%
WT
592
Whittier Trust
California
$56.4K
FFA
593
Founders Financial Alliance
North Carolina
$54.6K -$6.83K -134 -11%
BTI
594
Blue Trust Inc
Georgia
$54.5K +$408 +8 +0.8%
WP
595
WealthShield Partners
North Carolina
$53.1K +$20.4K +400 +63%
IA
596
IFS Advisors
Kansas
$51K
CNBTD
597
Citizens National Bank Trust Department
Mississippi
$48.4K +$48.3K +948 New
SW
598
SVB Wealth
Massachusetts
$42.9K +$42.8K +840 New
LCM
599
Logan Capital Management
Pennsylvania
$42.2K +$1.02K +20 +2%
MHR
600
Matthew Hamilton Rosenberg
$40.8K -$16.8K -329 -29%

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.