FLOT icon

iShares Floating Rate Bond ETF

616 hedge funds and large institutions have $5.32B invested in iShares Floating Rate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 245 increasing their positions, 220 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

8% less funds holding in top 10

Funds holding in top 10: 3835 (-3)

16% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 64

Holders
616
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
35
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WPW
651
Waldron Private Wealth
Pennsylvania
PIMG
652
Patriot Investment Management Group
Tennessee
BWG
653
Beta Wealth Group
California
NHC
654
Nicholas Hoffman & Company
Georgia
SG
655
Sharper & Granite
California
DLCIG
656
D.L. Carlson Investment Group
New Hampshire
MHC
657
May Hill Capital
Massachusetts
RWA
658
Redhawk Wealth Advisors
Minnesota
KF
659
Krilogy Financial
Missouri
FFG
660
Fiduciary Financial Group
California
OAS
661
Optivise Advisory Services
Tennessee
PCA
662
Peddock Capital Advisors
Massachusetts
WJWM
663
Williams Jones Wealth Management
New York
CCP
664
Carmel Capital Partners
California
NWM
665
Northcape Wealth Management
New York
BBHC
666
Brown Brothers Harriman & Co
New York
GM
667
GeoWealth Management
Illinois
S
668
Sachetta
Massachusetts
GWSG
669
GPS Wealth Strategies Group
Colorado
CNBTD
670
Citizens National Bank Trust Department
Mississippi
LCM
671
Logan Capital Management
Pennsylvania
EWA
672
Elevate Wealth Advisory
Georgia
MHR
673
Matthew Hamilton Rosenberg
WANY
674
Wealthspire Advisors (New York)
New York
FF
675
Friedenthal Financial
New Jersey