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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
DJSG
601
D.J. St. Germain
Massachusetts
$37K -$14.8K -291 -29%
AGWCA
602
Annis Gardner Whiting Capital Advisors
Florida
$36.1K
WT
603
Washington Trust
Rhode Island
$35.3K +$25K +490 +243%
HCM
604
Hollencrest Capital Management
California
$35.1K
AG
605
AmeriFlex Group
Nevada
$32.6K
EWP
606
Elevation Wealth Partners
California
$32.1K +$204 +4 +0.6%
SWC
607
Spectrum Wealth Counsel
Indiana
$30.8K
GWSG
608
GPS Wealth Strategies Group
Colorado
$30.2K +$4.23K +83 +16%
ADL
609
Asset Dedication LLC
California
$29.3K +$29.2K +573 New
NP
610
NorthRock Partners
Minnesota
$26.6K +$19.4K +380 +270%
HT
611
Headlands Technologies
Illinois
$26.4K -$30.6K -600 -54%
MCI
612
MRP Capital Investments
Georgia
$25.5K -$357K -7,000 -93%
Kayne Anderson Rudnick Investment Management
613
Kayne Anderson Rudnick Investment Management
California
$25.5K
FFL
614
Financial Freedom LLC
Ohio
$25.1K +$153 +3 +0.6%
NSIM
615
North Star Investment Management
Illinois
$25K
ACA
616
Atlas Capital Advisors
Wyoming
$24.2K +$4.33K +85 +22%
WSFS
617
Wilmington Savings Fund Society
Delaware
$23.7K
BIA
618
Bell Investment Advisors
California
$21.8K
BWAM
619
Boyd Watterson Asset Management
Ohio
$21.7K -$49.3K -967 -69%
DAM
620
Delta Asset Management
Tennessee
$21.7K
OWA
621
Opal Wealth Advisors
New York
$21.1K +$21.1K +414 New
BLC
622
Brown, Lisle/Cummings
Rhode Island
$20.4K
BPAMU
623
BTG Pactual Asset Management US
New York
$20.1K
FFWM
624
Future Financial Wealth Management
Ohio
$19.3K
FF
625
Friedenthal Financial
New Jersey
$19.3K +$1.12K +22 +6%

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.