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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
RF
651
Rossby Financial
Florida
$8.67K +$3K +59 +53%
GSWM
652
Golden State Wealth Management
California
$7.36K +$102 +2 +1%
HWA
653
HHM Wealth Advisors
Tennessee
$6.12K
HBW
654
Hazlett, Burt & Watson
West Virginia
$6K
RIL
655
Rothschild Investment LLC
Illinois
$5.51K
NEAM
656
New England Asset Management
Connecticut
$5.1K
DWM
657
Darwin Wealth Management
Florida
$5.05K
FWM
658
FSA Wealth Management
Massachusetts
$5.01K +$4.98K +98 New
SS
659
Sunbelt Securities
Texas
$4.99K
MAFA
660
MJT & Associates Financial Advisory
Minnesota
$4.49K
KFI
661
Key Financial Inc
Pennsylvania
$4.29K +$3.56K +70 +500%
PWA
662
Provenance Wealth Advisors
Florida
$4.03K
DRP
663
Decker Retirement Planning
Utah
$3.37K +$3.35K +66 New
PWM
664
Provident Wealth Management
Tennessee
$3.21K
MYIA
665
Mount Yale Investment Advisors
Colorado
$3.13K +$3.1K +61 New
MEG
666
Millstone Evans Group
Colorado
$2.6K
Q1WB
667
Quest 10 Wealth Builders
Virginia
$2.36K
RAM
668
Riggs Asset Management
Pennsylvania
$2.25K
CPG
669
Cornerstone Planning Group
New Jersey
$2.02K +$51 +1 +3%
NWM
670
Nova Wealth Management
Florida
$1.84K +$1.83K +36 New
LFA
671
LGT Financial Advisors
Texas
$1.58K +$1.57K +31 New
BIA
672
Bell Investment Advisors
California
$1.17K -$20.5K -404 -95%
SIS
673
Sound Income Strategies
Florida
$989 -$1.93K -38 -67%
TRCT
674
Tower Research Capital (TRC)
New York
$765 -$5.03K -99 -87%
RFS
675
Richardson Financial Services
Massachusetts
$762 -$356 -7 -32%

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.