FLOT icon

iShares Floating Rate Bond ETF
FLOT

Overview Fund Activity

648 hedge funds and large institutions have $6.21B invested in iShares Floating Rate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 319 increasing their positions, 188 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
-4
Holders Change %
-0.61%
% of All Funds
8.8%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
0.52%
New
59
Increased
319
Reduced
188
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$78.4M
2
Bank of America
Bank of America
North Carolina
+$49.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$44.5M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$43.5M
5
VCA
Verdence Capital Advisors
Maryland
+$36.9M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$219M
2
MC
McMorgan & Co
California
-$22.1M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$17.5M
4
RWM
Rezny Wealth Management
Florida
-$13.7M
5
WWM
Whalen Wealth Management
Nevada
-$7.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWMG
76
Alliance Wealth Management Group
New Jersey
$12.3M -$346K -6,770 -3%
EH
77
Equitable Holdings
New York
$12.1M +$3.9M +76,416 +47%
NAM
78
Nutshell Asset Management
United Kingdom
$12M +$3M +58,841 +33%
Jane Street
79
Jane Street
New York
$11.9M +$11M +215,829 +1,308%
PCIA
80
Prime Capital Investment Advisors
Kansas
$11.8M +$10.6M +208,558 +906%
MA
81
Mutual Advisors
Nebraska
$11.7M -$986K -19,377 -8%
IFS
82
Ifrah Financial Services
Arkansas
$11.6M +$438K +8,579 +4%
MWM
83
Moulton Wealth Management
Washington
$10.9M +$3.83M +75,075 +54%
CSP
84
Cary Street Partners
Virginia
$10.8M +$645K +12,634 +6%
SC
85
Scotia Capital
Ontario, Canada
$10.6M -$416K -8,150 -4%
SC
86
Sierra Capital
Florida
$9.69M +$820K +16,070 +9%
CWA
87
Clarus Wealth Advisors
Arizona
$9.42M +$9.15M +180,591 +3,372%
AWM
88
Apollon Wealth Management
South Carolina
$9.07M +$21.1K +414 +0.2%
BWM
89
Buska Wealth Management
Wisconsin
$9.04M +$1.01M +19,857 +13%
CW
90
CreativeOne Wealth
Kansas
$8.92M -$273K -5,356 -3%
PAG
91
Private Advisor Group
New Jersey
$8.75M +$2.32M +45,405 +36%
PCM
92
Parsons Capital Management
Rhode Island
$8.74M +$2.95M +57,810 +51%
CRWM
93
Castle Rock Wealth Management
California
$8.7M -$384K -7,546 -4%
WCM
94
Windsor Capital Management
Arizona
$8.58M +$83.2K +1,630 +1%
ATPW
95
Ashton Thomas Private Wealth
Arizona
$8.5M +$7.77M +152,191 +1,063%
PA
96
Perennial Advisors
New York
$8.33M +$846K +16,573 +11%
FSA
97
Financial Sense Advisors
California
$8.32M +$4.09M +80,049 +97%
PCM
98
Piedmont Capital Management
Montana
$8.27M +$298K +5,931 +4%
IAN
99
Integrated Advisors Network
Texas
$8.27M +$7.58M +148,451 +1,096%
JIR
100
James Investment Research
Ohio
$8.19M +$447K +8,754 +6%
2 3
4
5 6