We are live on ! Find out more
FLOT icon

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
WBC
626
West Branch Capital
Massachusetts
$18.9K -$81.3K -1,595 -81%
PB
627
Pinnacle Bancorp
Nebraska
$16.6K
T
628
Transce3nd
Texas
$16K -$28K -550 -64%
NC
629
NewSquare Capital
Pennsylvania
$15.4K +$15.3K +301 New
PSFG
630
Park Square Financial Group
Georgia
$15.3K -$7.65K -150 -33%
CSB
631
City State Bank
Iowa
$12K
CIA
632
Cape Investment Advisory
Georgia
$10.7K
TFGT
633
TS Financial Group (TSFG)
Illinois
$10K +$51 +1 +0.5%
GSWM
634
Golden State Wealth Management
California
$7.27K +$7.24K +142 New
BA
635
Bristlecone Advisors
Washington
$7.2K
HWA
636
HHM Wealth Advisors
Tennessee
$6.13K
HBW
637
Hazlett, Burt & Watson
West Virginia
$6K
TRCT
638
Tower Research Capital (TRC)
New York
$5.82K -$6.53K -128 -53%
RF
639
Rossby Financial
Florida
$5.65K +$5.66K +111 New
RIL
640
Rothschild Investment LLC
Illinois
$5.51K
SIM
641
Synergy Investment Management
Florida
$5.45K +$51 +1 +0.9%
NEAM
642
New England Asset Management
Connecticut
$5.11K
DWM
643
Darwin Wealth Management
Florida
$5.04K
SS
644
Sunbelt Securities
Texas
$5K
MAFA
645
MJT & Associates Financial Advisory
Minnesota
$4.49K +$4.49K +88 New
PWA
646
Provenance Wealth Advisors
Florida
$4.03K
C
647
Covestor
United Kingdom
$4K
PWM
648
Provident Wealth Management
Tennessee
$3.22K
SIS
649
Sound Income Strategies
Florida
$2.93K +$2.7K +53 +1,325%
MEG
650
Millstone Evans Group
Colorado
$2.6K

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.