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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
AWMG
76
Alliance Wealth Management Group
New Jersey
$12.3M -$345K -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 -$988K -19,377 -8%
IFS
82
Ifrah Financial Services
Arkansas
$11.6M +$437K +8,579 +4%
MWM
83
Moulton Wealth Management
Washington
$10.9M +$3.83M +75,075 +54%
CSP
84
Cary Street Partners
Virginia
$10.8M +$644K +12,634 +6%
SC
85
Scotia Capital
Ontario, Canada
$10.6M -$416K -8,150 -4%
SC
86
Sierra Capital
Florida
$9.69M +$819K +16,070 +9%
CWA
87
Clarus Wealth Advisors
Arizona
$9.42M +$9.21M +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 -$385K -7,546 -4%
WCM
94
Windsor Capital Management
Arizona
$8.58M +$83.1K +1,630 +1%
ATPW
95
Ashton Thomas Private Wealth
Arizona
$8.5M +$7.76M +152,191 +1,063%
PA
96
Perennial Advisors
New York
$8.33M +$845K +16,573 +11%
FSA
97
Financial Sense Advisors
California
$8.32M +$4.08M +80,049 +97%
PCMM
98
Piedmont Capital Management (Montana)
Montana
$8.27M +$302K +5,931 +4%
IAN
99
Integrated Advisors Network
Texas
$8.27M +$7.57M +148,451 +1,096%
JIR
100
James Investment Research
Ohio
$8.19M +$446K +8,754 +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.