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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
IHWM
676
Iron Horse Wealth Management
Iowa
$263
BMC
677
Bear Mountain Capital
Washington
$204
Schroder Investment Management Group
678
Schroder Investment Management Group
United Kingdom
-$43.5M -851,628 Closed
SEI Investments
679
SEI Investments
Pennsylvania
-$19.5M -382,699 Closed
Citadel Advisors
680
Citadel Advisors
Florida
-$15.8M -309,140 Closed
PCP
681
Proficio Capital Partners
Massachusetts
-$14.2M -279,383 Closed
FAIM
682
Financial Advocates Investment Management
Washington
-$7.65M -149,886 Closed
IGAM
683
iA Global Asset Management
Quebec, Canada
-$5.77M -113,000 Closed
SIM
684
SSI Investment Management
California
-$4.86M -95,266 Closed
PDL
685
Portfolio Design Labs
California
-$4.67M -91,484 Closed
WS
686
Wedbush Securities
California
-$4.02M -78,760 Closed
DL
687
DOHJ LLC
Washington
-$3.23M -63,291 Closed
GC
688
GFG Capital
Florida
-$2.7M -52,835 Closed
SWM
689
Sagace Wealth Management
Florida
-$2M -39,223 Closed
KWM
690
KMT Wealth Management
California
-$1.2M -23,590 Closed
VIA
691
Virtus Investment Advisers
Connecticut
-$978K -19,160 Closed
MPPLM
692
Midwest Professional Planners Ltd (MPPL)
Wisconsin
-$970K -18,996 Closed
BS
693
Banco Santander
Spain
-$913K -17,884 Closed
CA
694
Calton & Associates
Florida
-$883K -17,304 Closed
Lido Advisors
695
Lido Advisors
California
-$776K -15,200 Closed
KC
696
Knuff & Co
California
-$556K -10,885 Closed
TPA
697
Trivium Point Advisory
Connecticut
-$451K -8,830 Closed
ST
698
Smithfield Trust
Pennsylvania
-$325K -6,361 Closed
KJHP
699
K.J. Harrison & Partners
Ontario, Canada
-$303K -5,928 Closed
MWP
700
Moller Wealth Partners
-$273K -5,350 Closed

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.