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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
WWMSC
601
Wagner Wealth Management (South Carolina)
South Carolina
$63.1K +$62.8K +1,236 New
SWM
602
Spire Wealth Management
Virginia
$59K -$36.8K -724 -39%
AA
603
Addison Advisors
Vermont
$56.9K -$42.4K -835 -43%
BTI
604
Blue Trust Inc
Georgia
$55.2K +$660 +13 +1%
IA
605
IFS Advisors
Kansas
$51K
FFA
606
Founders Financial Alliance
North Carolina
$50.5K -$4.12K -81 -8%
CNBTD
607
Citizens National Bank Trust Department
Mississippi
$48.4K
PA
608
Parallel Advisors
California
$46.2K -$12.4K -245 -21%
LCM
609
Logan Capital Management
Pennsylvania
$44.8K +$2.59K +51 +6%
EWA
610
Elevate Wealth Advisory
Georgia
$44.4K -$175K -3,440 -80%
MHR
611
Matthew Hamilton Rosenberg
$40.8K
TFM
612
TFC Financial Management
Massachusetts
$40.4K +$40.2K +792 New
DJSG
613
D.J. St. Germain
Massachusetts
$37.1K +$152 +3 +0.4%
SFC
614
SYM Financial Corp
Indiana
$37K +$36.8K +725 New
AGWCA
615
Annis Gardner Whiting Capital Advisors
Florida
$36.1K
HCM
616
Hollencrest Capital Management
California
$35.1K
WP
617
WealthShield Partners
North Carolina
$32.7K -$20.3K -400 -38%
AG
618
AmeriFlex Group
Nevada
$32.5K
EWP
619
Elevation Wealth Partners
California
$32.5K +$406 +8 +1%
EC
620
Elequin Capital
New York
$27.6K +$27.5K +541 New
GWSG
621
GPS Wealth Strategies Group
Colorado
$26K -$4.22K -83 -14%
MCI
622
MRP Capital Investments
Georgia
$25.5K
Kayne Anderson Rudnick Investment Management
623
Kayne Anderson Rudnick Investment Management
California
$25.5K
FFL
624
Financial Freedom LLC
Ohio
$25.3K +$203 +4 +0.8%
TF
625
Tompkins Financial
New York
$25.1K +$25K +492 New

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.