We are live on ! Find out more
FLOT icon

iShares Floating Rate Bond ETF

645 hedge funds and large institutions have $5.39B invested in iShares Floating Rate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 237 increasing their positions, 257 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more funds holding in top 10

Funds holding in top 10: 3738 (+1)

1% more capital invested

Capital invested by funds: $5.35B → $5.39B (+$39.8M)

0.09% more ownership

Funds ownership: 59.72%59.8% (+0.09%)

8% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 257

4% less funds holding

Funds holding: 675645 (-30)

25% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 71

Holders
645
Holders Change
-30
Holders Change %
-4.44%
% of All Funds
8.47%
Holding in Top 10
38
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.7%
% of All Funds
0.5%
New
53
Increased
237
Reduced
257
Closed
71
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
601
Wealthspire Advisors (New York)
New York
$25.5K +$25.5K +500 New
Kayne Anderson Rudnick Investment Management
602
Kayne Anderson Rudnick Investment Management
California
$25.5K
FFL
603
Financial Freedom LLC
Ohio
$25.5K +$255 +5 +1%
MCI
604
MRP Capital Investments
Georgia
$25.5K
FF
605
Friedenthal Financial
New Jersey
$25.4K +$3.01K +59 +13%
TF
606
Tompkins Financial
New York
$25.1K
BWL
607
Bogart Wealth LLC
Virginia
$24.6K +$9.99K +196 +69%
BWAM
608
Boyd Watterson Asset Management
Ohio
$21.7K
DAM
609
Delta Asset Management
Tennessee
$21.7K
CT
610
Caldwell Trust
Florida
$21K -$42.8K -840 -67%
FC
611
Financial Consulate
Maryland
$20.9K +$20.8K +409 New
BLC
612
Brown, Lisle/Cummings
Rhode Island
$20.4K
FFWM
613
Future Financial Wealth Management
Ohio
$19.4K
CJ
614
Caitlin John
Michigan
$18.3K +$18.2K +358 New
PB
615
Pinnacle Bancorp
Nebraska
$16.6K
AFWM
616
Abich Financial Wealth Management
Virginia
$14.6K +$14.6K +286 New
DJSG
617
D.J. St. Germain
Massachusetts
$14.4K -$22.7K -445 -61%
CSB
618
City State Bank
Iowa
$12K
TFGT
619
TS Financial Group (TSFG)
Illinois
$10K +$51 +1 +0.5%
CPBTD
620
Central Pacific Bank - Trust Division
Hawaii
$9.35K
PSFG
621
Park Square Financial Group
Georgia
$9.3K -$3.98K -78 -30%
RF
622
Rossby Financial
Florida
$7.18K -$1.48K -29 -17%
WP
623
WealthShield Partners
North Carolina
$7.15K -$25.5K -500 -78%
HWA
624
HHM Wealth Advisors
Tennessee
$6.13K
GSWM
625
Golden State Wealth Management
California
$5.92K -$1.48K -29 -20%