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iShares Floating Rate Bond ETF
FLOT

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: 657 → 657 (0)

0% more funds holding in top 10

Funds holding in top 10: 39 → 39 (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
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$78.5M
2
DFG
Demars Financial Group
Washington
+$73.2M
3
Bank of America
Bank of America
North Carolina
+$49.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$44.5M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$43.4M

Top Sellers

Rank Fund Capital Flow
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 		Change in
Stake
HFS
101
Hoge Financial Services
Pennsylvania
$8.15M +$516K +10,121 +7%
KAM
102
Kensington Asset Management
Texas
$8.09M +$8.08M +158,447 New
WMG
103
WESCAP Management Group
California
$8.01M -$322K -6,314 -4%
CTA
104
Chesley Taft & Associates
Illinois
$7.89M +$556K +10,900 +8%
KNW
105
Kesler Norman & Wride
Utah
$7.73M +$991K +19,443 +15%
HVIA
106
Hudson Valley Investment Advisors
New York
$7.72M +$262K +5,143 +4%
CC
107
Courier Capital
New York
$7.68M -$405K -7,937 -5%
FAIM
108
Financial Advocates Investment Management
Washington
$7.65M +$1.12M +21,987 +17%
SPP
109
Single Point Partners
Massachusetts
$7.57M -$379K -7,441 -5%
OPPS
110
Obsidian Personal Planning Solutions
Maryland
$7.49M +$211K +4,131 +3%
CCG
111
Chatham Capital Group
Georgia
$7.47M +$1.06M +20,750 +17%
GWM
112
GSB Wealth Management
Connecticut
$7.3M -$396K -7,769 -5%
RSS
113
Rosenblum Silverman Sutton
California
$7.18M +$238K +4,671 +3%
OC
114
Oppenheimer & Co
New York
$7.18M +$553K +10,849 +8%
PA
115
Probity Advisors
Texas
$7.08M -$728K -14,274 -9%
FAP
116
Financial Advisory Partners
Florida
$7.03M +$7.02M +137,746 New
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$6.95M -$408K -8,007 -6%
FCIM
118
Fairview Capital Investment Management
California
$6.89M +$1.45M +28,350 +27%
CM
119
Columbus Macro
Pennsylvania
$6.87M +$1.05M +20,636 +18%
BBVA
120
Banco Bilbao Vizcaya Argentaria
Spain
$6.8M -$6.68M -131,100 -50%
PGFC
121
Peapack-Gladstone Financial Corp
New Jersey
$6.8M -$256K -5,013 -4%
SWA
122
Sax Wealth Advisors
New Jersey
$6.77M +$2.87M +56,207 +74%
Natixis Advisors
123
Natixis Advisors
Massachusetts
$6.76M +$313K +6,140 +5%
AZ
124
Alpha Zero
Florida
$6.71M +$6.71M +131,524 New
PFWA
125
Paces Ferry Wealth Advisors
Georgia
$6.68M +$301K +5,895 +5%
3 4
5
6 7

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.