We are live on ! Find out more
FLOT icon

iShares Floating Rate Bond ETF

638 hedge funds and large institutions have $5.35B invested in iShares Floating Rate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 251 increasing their positions, 222 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 222

6% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 64

0.42% less ownership

Funds ownership: 59.8%59.39% (-0.42%)

1% less capital invested

Capital invested by funds: $5.39B → $5.35B (-$37.7M)

1% less funds holding

Funds holding: 645638 (-7)

5% less funds holding in top 10

Funds holding in top 10: 3836 (-2)

Holders
638
Holders Change
-7
Holders Change %
-1.09%
% of All Funds
7.76%
Holding in Top 10
36
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.26%
% of All Funds
0.44%
New
68
Increased
251
Reduced
222
Closed
64
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
51
Milestone Asset Management
Pennsylvania
$18.7M +$17.9M +350,700 +2,121%
Goldman Sachs
52
Goldman Sachs
New York
$18.7M -$852K -16,732 -4%
AWM
53
Avior Wealth Management
Nebraska
$18.4M +$6.23M +122,384 +51%
PCP
54
Proficio Capital Partners
Massachusetts
$17.9M +$10M +197,080 +128%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$16.9M -$311K -6,109 -2%
Mariner
56
Mariner
Kansas
$16.1M +$348K +6,824 +2%
GC
57
Guggenheim Capital
Illinois
$15.7M -$290K -5,700 -2%
Stifel Financial
58
Stifel Financial
Missouri
$15.7M +$377K +7,409 +2%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$15.4M -$446K -8,763 -3%
RA
60
RFG Advisory
Alabama
$15.3M +$1.23M +24,202 +9%
SPC
61
Sigma Planning Corp
Michigan
$15.3M -$1.01M -19,864 -6%
KAS
62
Kestra Advisory Services
Texas
$14.2M +$5.1M +100,192 +56%
AWMG
63
Alliance Wealth Management Group
New Jersey
$14M +$212K +4,171 +2%
SCTC
64
Sanibel Captiva Trust Company
Florida
$14M -$2.92M -57,261 -17%
MFG
65
Merit Financial Group
Georgia
$13.7M +$8.3M +163,030 +152%
CTA
66
Colonial Trust Advisors
South Carolina
$13.5M -$840K -16,488 -6%
FAP
67
Financial Advisory Partners
Florida
$13.3M +$1.39M +27,202 +12%
CWA
68
Cascade Wealth Advisors
Washington
$12.9M +$287K +5,631 +2%
TPBG
69
Turning Point Benefit Group
Maryland
$12.7M +$3.61M +70,901 +40%
SWA
70
Sax Wealth Advisors
New Jersey
$12.5M +$6.93M +136,028 +125%
RWM
71
Rezny Wealth Management
Florida
$11.8M
PCM
72
Parsons Capital Management
Rhode Island
$11.7M +$1.32M +25,918 +13%
IFS
73
Ifrah Financial Services
Arkansas
$11.2M +$231K +4,536 +2%
EH
74
Equitable Holdings
New York
$11.1M -$1.43M -28,127 -11%
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$10.8M +$3.48M +68,329 +47%