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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
Stifel Financial
51
Stifel Financial
Missouri
$19.2M -$662K -13,037 -3%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$19.2M -$2.28M -44,932 -11%
Comerica Bank
53
Comerica Bank
Texas
$18.9M +$219K +4,303 +1%
LWM
54
LJI Wealth Management
Indiana
$18.5M +$648K +12,751 +4%
OIA
55
OneDigital Investment Advisors
Kansas
$17.7M -$5.47M -107,727 -24%
LG
56
LaFleur & Godfrey
Michigan
$17.7M +$858K +16,890 +5%
SPC
57
Sigma Planning Corp
Michigan
$17.6M -$328K -6,459 -2%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$17.5M +$144K +2,826 +0.8%
US Bancorp
59
US Bancorp
Minnesota
$17.4M +$1.38M +27,196 +9%
GC
60
Guggenheim Capital
Illinois
$16.1M +$855K +16,839 +6%
Mariner
61
Mariner
Kansas
$15.5M -$2.07M -40,651 -12%
CTA
62
Colonial Trust Advisors
South Carolina
$15.4M +$727K +14,306 +5%
KAM
63
Kensington Asset Management
Texas
$15M +$6.86M +135,036 +85%
RA
64
RFG Advisory
Alabama
$14.1M -$2.74M -53,853 -16%
AWS
65
Atria Wealth Solutions
New York
$13.6M -$13.2M -259,311 -49%
MA
66
Mutual Advisors
Nebraska
$13.4M +$1.62M +31,800 +14%
RWM
67
Rezny Wealth Management
Florida
$13.2M
CMS
68
Capital Market Strategies
Florida
$13M -$1.48M -29,219 -10%
SFA
69
Semmax Financial Advisors
North Carolina
$13M +$438K +8,617 +4%
EH
70
Equitable Holdings
New York
$12.7M +$540K +10,627 +4%
AWM
71
Avior Wealth Management
Nebraska
$12.4M -$3.35M -65,985 -21%
IWC
72
Integrated Wealth Concepts
Massachusetts
$12.2M -$2.13M -42,020 -15%
Betterment LLC
73
Betterment LLC
New York
$11.8M -$673K -13,252 -5%
IFS
74
Ifrah Financial Services
Arkansas
$11.6M -$8.64K -170 -0.1%
FAP
75
Financial Advisory Partners
Florida
$11.6M +$4.54M +89,410 +65%

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.