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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
Q1WB
651
Quest 10 Wealth Builders
Virginia
$2.36K
RAM
652
Riggs Asset Management
Pennsylvania
$2.25K
CPG
653
Cornerstone Planning Group
New Jersey
$1.99K -$2.09K -41 -51%
RIA
654
Realta Investment Advisors
Delaware
$1.74K +$1.73K +34 New
RFS
655
Richardson Financial Services
Massachusetts
$1.12K -$153 -3 -12%
KFI
656
Key Financial Inc
Pennsylvania
$715 -$255 -5 -26%
IHWM
657
Iron Horse Wealth Management
Iowa
$260
BMC
658
Bear Mountain Capital
Washington
$204
Russell Investments Group
659
Russell Investments Group
United Kingdom
$37
WWM
660
Whalen Wealth Management
Nevada
-$7.79M -153,187 Closed
IAA
661
Independent Advisor Alliance
North Carolina
-$3.46M -67,930 Closed
EDRH
662
Edmond de Rothschild Holding
Switzerland
-$2.06M -40,506 Closed
FHB
663
First Hawaiian Bank
Hawaii
-$1.73M -34,093 Closed
CF
664
Clarity Financial
Texas
-$1.67M -32,846 Closed
FA
665
Forefront Analytics
Pennsylvania
-$1.27M -25,034 Closed
SC
666
Syon Capital
California
-$1.23M -24,177 Closed
MWP
667
MYCIO Wealth Partners
Pennsylvania
-$1.09M -21,482 Closed
CFGS
668
Concourse Financial Group Securities
Alabama
-$1.02M -20,069 Closed
VWM
669
Venturi Wealth Management
Texas
-$1.02M -20,000 Closed
BIP
670
Blueprint Investment Partners
North Carolina
-$824K -16,199 Closed
SPWM
671
Spartan Planning & Wealth Management
North Carolina
-$784K -15,406 Closed
ACP
672
Aveo Capital Partners
Colorado
-$572K -11,247 Closed
FCA
673
Fortis Capital Advisors
Kansas
-$338K -6,609 Closed
KDA
674
Kraft Davis & Associates
Missouri
-$307K -6,021 Closed
NW
675
NewEdge Wealth
Pennsylvania
-$289K -5,678 Closed

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.