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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
PCM
676
Prelude Capital Management
New York
-$283K -5,556 Closed
HFS
677
Haverford Financial Services
Pennsylvania
-$273K -5,364 Closed
CAS
678
Coppell Advisory Solutions
Texas
-$272K -5,340 Closed
SFA
679
Sequoia Financial Advisors
Ohio
-$259K -5,084 Closed
IPW
680
Inlet Private Wealth
Florida
-$252K -4,950 Closed
BFA
681
Beaumont Financial Advisors
Massachusetts
-$233K -4,574 Closed
OC
682
Optima Capital
Oregon
-$229K -4,502 Closed
WA
683
Wealthstar Advisors
Texas
-$224K -4,407 Closed
NRI
684
NFP Retirement Inc
California
-$223K -4,391 Closed
VRM
685
Vectors Research Management
New York
-$221K -4,348 Closed
Koshinski Asset Management
686
Koshinski Asset Management
Illinois
-$219M -4,313 Closed
BRG
687
Bay Rivers Group
Virginia
-$212K -4,161 Closed
TPW
688
Talon Private Wealth
Florida
-$208K -4,090 Closed
LA
689
Lifeworks Advisors
Michigan
-$205K -4,032 Closed
NAG
690
Northstar Advisory Group
New Jersey
-$204K -4,017 Closed
WWG
691
West Wealth Group
California
-$204K -4,013 Closed
AFA
692
American Financial Advisors
Georgia
-$204K -4,000 Closed
BHBT
693
Burke & Herbert Bank & Trust
Virginia
-$203K -3,985 Closed
RIG
694
Ramiah Investment Group
Wisconsin
-$201K -3,948 Closed
MCM
695
MidAtlantic Capital Management
Virginia
-$100K -1,968 Closed
AP
696
Atwood & Palmer
Missouri
-$19.3K -379 Closed
CJ
697
Caitlin John
Michigan
-$18.2K -358 Closed
SC
698
SouthState Corp
Florida
-$16.2K -319 Closed
BSB
699
Bangor Savings Bank
Maine
-$9.11K -179 Closed
DRP
700
Decker Retirement Planning
Utah
-$9.11K -179 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.