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iShares Floating Rate Bond ETF

686 hedge funds and large institutions have $6.21B invested in iShares Floating Rate Bond ETF in 2026 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 288 increasing their positions, 209 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 53

38% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 209

10% more capital invested

Capital invested by funds: $5.66B → $6.21B (+$546M)

4% more funds holding

Funds holding: 661686 (+25)

1.17% more ownership

Funds ownership: 61.06%62.24% (+1.2%)

7% less funds holding in top 10

Funds holding in top 10: 4138 (-3)

Holders
686
Holders Change
+25
Holders Change %
+3.78%
% of All Funds
8.29%
Holding in Top 10
38
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.32%
% of All Funds
0.46%
New
89
Increased
288
Reduced
209
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DI
51
DDFG Inc
California
$20.8M +$20.7M +406,989 New
DPI
52
Diversified Portfolios Inc
Michigan
$19.1M -$1.02M -20,001 -5%
TWM
53
TriaGen Wealth Management
California
$18.3M -$16.5M -324,252 -48%
MWM
54
Modera Wealth Management
New Jersey
$18.1M -$720K -14,137 -4%
Mariner
55
Mariner
Kansas
$17.9M +$1.3M +25,540 +8%
TPBG
56
Turning Point Benefit Group
Maryland
$17.9M +$10.6M +207,808 +145%
HNB
57
Huntington National Bank
Ohio
$17.8M +$2.52M +49,386 +24%
FSA
58
Financial Sense Advisors
California
$17.3M -$2.5M -49,153 -13%
AC
59
Allstate Corporation
Illinois
$17M +$17M +333,563 New
CTA
60
Colonial Trust Advisors
South Carolina
$15.8M +$1.31M +25,809 +9%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$15.8M -$1.31M -25,647 -8%
MFG
62
Merit Financial Group
Georgia
$15.1M +$645K +12,663 +4%
GC
63
Guggenheim Capital
Illinois
$15M -$131K -2,562 -0.9%
RA
64
RFG Advisory
Alabama
$14.7M -$1.51M -29,727 -9%
AZ
65
Alpha Zero
Florida
$14.7M +$3.13M +61,503 +27%
SPC
66
Sigma Planning Corp
Michigan
$14.6M -$1.12M -21,982 -7%
CWA
67
Cascade Wealth Advisors
Washington
$14.6M +$1.46M +28,683 +11%
FAP
68
Financial Advisory Partners
Florida
$14.4M +$1.02M +20,078 +8%
TNBTD
69
Trustmark National Bank Trust Department
Mississippi
$14M -$616K -12,086 -4%
KAS
70
Kestra Advisory Services
Texas
$14M -$61.9K -1,216 -0.4%
TWA
71
Tandem Wealth Advisors
Arizona
$13.7M +$13.7M +269,317 New
AWMG
72
Alliance Wealth Management Group
New Jersey
$13.7M +$81K +1,591 +0.6%
AA
73
Alesco Advisors
New York
$13.5M +$6.43M +126,172 +91%
CIBC World Market
74
CIBC World Market
Ontario, Canada
$13.5M -$2.07M -40,704 -13%
Jane Street
75
Jane Street
New York
$13.3M +$13.3M +260,824 New

FLOT Hedge Fund Activity: Q2 2026 in Review

686 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q2 2026, worth a combined $6.21B — up 9.6% from $5.66B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new FLOT positions and 53 closed out — a net gain of 36 holders — while 288 added to existing stakes and 209 trimmed.

The largest buyer was Nomura Asset Management, opening a new position worth an estimated $62.5M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $47.8M sold.

  • 686 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q2 2026, up from 661 in Q1 2026.
  • Funds reported $6.21B of iShares Floating Rate Bond ETF stock for Q2 2026, up 9.6% quarter-over-quarter.
  • 89 funds opened new iShares Floating Rate Bond ETF positions in Q2 2026 and 53 closed out, a net change of +36 holders.
  • The largest iShares Floating Rate Bond ETF buyer in Q2 2026 was Nomura Asset Management, an estimated $62.5M added.
  • The largest iShares Floating Rate Bond ETF seller in Q2 2026 was Manulife (Manufacturers Life Insurance), an estimated $47.8M sold.

Based on aggregated 13F filings for Q2 2026.