We are live on ! Find out more
FLOT icon

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
WSFS
626
Wilmington Savings Fund Society
Delaware
$23.7K
OWA
627
Opal Wealth Advisors
New York
$22.7K +$1.52K +30 +7%
FF
628
Friedenthal Financial
New Jersey
$22.3K +$3K +59 +16%
BWAM
629
Boyd Watterson Asset Management
Ohio
$21.7K
DAM
630
Delta Asset Management
Tennessee
$21.7K
BLC
631
Brown, Lisle/Cummings
Rhode Island
$20.4K
BPAMU
632
BTG Pactual Asset Management US
New York
$20.1K
ACA
633
Atlas Capital Advisors
Wyoming
$19.9K -$4.32K -85 -18%
FFWM
634
Future Financial Wealth Management
Ohio
$19.3K
WBC
635
West Branch Capital
Massachusetts
$19.2K +$254 +5 +1%
T
636
Transce3nd
Texas
$17.1K +$1.12K +22 +7%
PB
637
Pinnacle Bancorp
Nebraska
$16.6K
NC
638
NewSquare Capital
Pennsylvania
$15.4K
AF
639
Alerus Financial
North Dakota
$15.3K +$15.2K +300 New
BWL
640
Bogart Wealth LLC
Virginia
$14.6K +$14.5K +286 New
Russell Investments Group
641
Russell Investments Group
United Kingdom
$13.4K +$13.3K +262 +26,200%
PSFG
642
Park Square Financial Group
Georgia
$13.3K -$1.98K -39 -13%
CSB
643
City State Bank
Iowa
$12K
TSMHT
644
Thurston Springer Miller Herd & Titak
Indiana
$10.8K +$10.8K +212 New
CIA
645
Cape Investment Advisory
Georgia
$10.7K
HT
646
Headlands Technologies
Illinois
$10.2K -$16.2K -318 -61%
ACM
647
Anfield Capital Management
California
$10.1K +$10K +197 New
TFGT
648
TS Financial Group (TSFG)
Illinois
$10K
SWA
649
SOA Wealth Advisors
New York
$9.49K +$9.45K +186 New
CPBTD
650
Central Pacific Bank - Trust Division
Hawaii
$9.34K -$1.9M -37,445 -100%

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.