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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
BAAM
51
Baker Avenue Asset Management
California
$19.3M +$18.5M +362,983 +2,400%
Comerica Bank
52
Comerica Bank
Texas
$18.7M +$83.1K +1,629 +0.4%
SPC
53
Sigma Planning Corp
Michigan
$17.9M +$5.37M +105,222 +43%
LWM
54
LJI Wealth Management
Indiana
$17.9M +$712K +13,969 +4%
Mariner
55
Mariner
Kansas
$17.6M -$561K -11,011 -3%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$17.4M -$457K -8,957 -3%
RA
57
RFG Advisory
Alabama
$16.9M +$4.17M +81,730 +33%
LG
58
LaFleur & Godfrey
Michigan
$16.8M +$6.79M +133,091 +68%
US Bancorp
59
US Bancorp
Minnesota
$16M +$1.73M +33,862 +12%
Citadel Advisors
60
Citadel Advisors
Florida
$15.8M +$15.8M +309,140 New
AWM
61
Avior Wealth Management
Nebraska
$15.8M +$5.27M +103,341 +50%
GC
62
Guggenheim Capital
Illinois
$15.3M +$1.52M +29,821 +11%
CIBC World Market
63
CIBC World Market
Ontario, Canada
$15M +$6.26M +122,815 +72%
CTA
64
Colonial Trust Advisors
South Carolina
$14.7M +$2.24M +43,839 +18%
CMS
65
Capital Market Strategies
Florida
$14.5M +$424K +8,312 +3%
IWC
66
Integrated Wealth Concepts
Massachusetts
$14.4M +$4.05M +79,389 +39%
National Bank of Canada
67
National Bank of Canada
Quebec, Canada
$14.2M +$4.1M +80,340 +40%
PCP
68
Proficio Capital Partners
Massachusetts
$14.2M +$2.67M +52,360 +23%
MC
69
McMorgan & Co
California
$13.6M -$22.1M -433,685 -62%
RWM
70
Rezny Wealth Management
Florida
$13.6M -$13.7M -269,307 Closed
TNBTD
71
Trustmark National Bank Trust Department
Mississippi
$13.5M +$495K +9,718 +4%
CWA
72
Cascade Wealth Advisors
Washington
$13.1M +$33.5K +658 +0.3%
UCFA
73
United Capital Financial Advisors
Texas
$13M +$5.01M +98,266 +63%
Betterment LLC
74
Betterment LLC
New York
$12.5M +$1.51M +29,686 +14%
SFA
75
Semmax Financial Advisors
North Carolina
$12.5M +$709K +13,908 +6%

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.