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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
SWM
701
Seaside Wealth Management
California
-$262K -5,130 Closed
PIWA
702
Prevail Innovative Wealth Advisors
Kansas
-$250K -4,902 Closed
TA
703
TrueWealth Advisors
Alabama
-$232K -4,540 Closed
CWS
704
Cypress Wealth Services
California
-$228K -4,475 Closed
DF
705
Dunhill Financial
United Kingdom
-$537K -4,430 Closed
First Manhattan
706
First Manhattan
New York
-$224K -4,387 Closed
LWM
707
Lionsbridge Wealth Management
Florida
-$213K -4,170 Closed
FCI
708
Financial Counselors Inc
Kansas
-$205K -4,017 Closed
DWT
709
Dorsey & Whitney Trust
South Dakota
-$204K -4,000 Closed
HWM
710
HB Wealth Management
Georgia
-$204K -3,995 Closed
LWANC
711
Laurel Wealth Advisors (North Carolina)
North Carolina
-$164K -3,208 Closed
MIM
712
Marshall Investment Management
Colorado
-$125K -2,447 Closed
HCP
713
Hexagon Capital Partners
Arkansas
-$117K -2,300 Closed
PPWM
714
PFG Private Wealth Management
Florida
-$88.7K -1,737 Closed
Simplex Trading
715
Simplex Trading
Illinois
-$76K -1,500 Closed
WW
716
Winnow Wealth
Texas
-$56.6K -1,109 Closed
SW
717
SVB Wealth
Massachusetts
-$42.9K -840 Closed
WT
718
Washington Trust
Rhode Island
-$35.3K -692 Closed
ADL
719
Asset Dedication LLC
California
-$29.3K -573 Closed
NP
720
NorthRock Partners
Minnesota
-$26.6K -521 Closed
BA
721
Bristlecone Advisors
Washington
-$7.2K -141 Closed
SIM
722
Synergy Investment Management
Florida
-$5.45K -107 Closed
C
723
Covestor
United Kingdom
-$4K -85 Closed
RIA
724
Realta Investment Advisors
Delaware
-$1.74K -34 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.