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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
WAM
76
WNY Asset Management
New York
$12.4M +$1.07M +20,965 +9%
B
77
Bailard
California
$12.3M +$12.3M +240,655 New
SCTC
78
Sanibel Captiva Trust Company
Florida
$12.1M -$1.39M -27,217 -10%
PCM
79
Parsons Capital Management
Rhode Island
$11.9M -$505K -9,909 -4%
VWM
80
Vertrix Wealth Management
Michigan
$11.9M +$11.9M +232,862 New
IPA
81
Investment Planning Advisors
Georgia
$11.9M +$1.04M +20,437 +10%
State Farm Mutual Automobile Insurance
82
State Farm Mutual Automobile Insurance
Illinois
$11.4M +$3.67M +72,086 +48%
SWA
83
Sax Wealth Advisors
New Jersey
$11.3M -$1.15M -22,518 -9%
CAG
84
Crestwood Advisors Group
Massachusetts
$11.1M +$388K +7,624 +4%
HFS
85
Hoge Financial Services
Pennsylvania
$11M +$174K +3,420 +2%
SRWM
86
Shira Ridge Wealth Management
California
$11M +$1.54M +30,245 +16%
EH
87
Equitable Holdings
New York
$10.9M +$1.13M +22,269 +12%
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$10.9M -$1.45M -28,405 -12%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$10.6M -$227K -4,448 -2%
RWM
90
Rezny Wealth Management
Florida
$10.5M
PCMM
91
Piedmont Capital Management (Montana)
Montana
$10.4M +$417K +8,194 +4%
CTA
92
Chesley Taft & Associates
Illinois
$10.4M +$581K +11,400 +6%
CSP
93
Cary Street Partners
Virginia
$10.3M +$690K +13,554 +7%
MWM
94
Moulton Wealth Management
Washington
$10.2M +$222K +4,357 +2%
SC
95
Scotia Capital
Ontario, Canada
$9.96M +$51.3K +1,008 +0.5%
HWM
96
Hohimer Wealth Management
Washington
$9.63M +$317K +6,230 +3%
JIR
97
James Investment Research
Ohio
$9.6M -$228K -4,479 -2%
SPP
98
Single Point Partners
Massachusetts
$9.57M +$803K +15,756 +9%
CW
99
CreativeOne Wealth
Kansas
$9.41M +$942K +18,493 +11%
PA
100
Perennial Advisors
New York
$9.3M +$170K +3,332 +2%

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.