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iShares Floating Rate Bond ETF
FLOT

675 hedge funds and large institutions have $5.35B invested in iShares Floating Rate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 235 increasing their positions, 271 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 47

3% more funds holding

Funds holding: 657 → 675 (+18)

5% less funds holding in top 10

Funds holding in top 10: 39 → 37 (-2)

13% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 271

14% less capital invested

Capital invested by funds: $6.22B → $5.35B (-$874M)

23.25% less ownership

Funds ownership: 82.96% → 59.72% (-23%)

Holders
675
Holders Change
+18
Holders Change %
+2.74%
% of All Funds
8.89%
Holding in Top 10
37
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.13%
% of All Funds
0.49%
New
71
Increased
235
Reduced
271
Closed
47
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
QC
Quadrature Capital
United Kingdom
+$33M
2
WAM
WNY Asset Management
New York
+$20.9M
3
TNBTD
Trustmark National Bank Trust Department
Mississippi
+$20.5M
4
LPL Financial
LPL Financial
California
+$17.3M
5
Franklin Resources
Franklin Resources
California
+$15.9M

Top Sellers

Rank Fund Capital Flow
1
DFG
Demars Financial Group
Washington
-$1.97B
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$43.5M
3
TPWA
TRUE Private Wealth Advisors
Oregon
-$41.8M
4
Renaissance Technologies
Renaissance Technologies
New York
-$40.9M
5
NYLIM
New York Life Investment Management
New York
-$23.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
101
Steward Partners Investment Advisory
New York
$7.9M +$1.55M +30,561 +25%
CC
102
Courier Capital
New York
$7.77M +$96.8K +1,905 +1%
HVIA
103
Hudson Valley Investment Advisors
New York
$7.77M +$58.7K +1,155 +0.8%
OPPS
104
Obsidian Personal Planning Solutions
Maryland
$7.67M +$158K +3,107 +2%
AZ
105
Alpha Zero
Florida
$7.58M +$862K +16,969 +13%
KNW
106
Kesler Norman & Wride
Utah
$7.52M -$202K -3,968 -3%
OC
107
Oppenheimer & Co
New York
$7.51M +$331K +6,511 +5%
SPP
108
Single Point Partners
Massachusetts
$7.51M -$59K -1,161 -0.8%
CB
109
Cadence Bank
Mississippi
$7.5M +$860K +16,933 +13%
CM
110
Columbus Macro
Pennsylvania
$7.5M +$629K +12,391 +9%
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$7.47M +$529K +10,415 +8%
AP
112
Advisors Preferred
Maryland
$7.42M +$7.42M +146,017 New
FA
113
FC Advisory
Pennsylvania
$7.42M +$1.36M +26,682 +22%
GWM
114
GSB Wealth Management
Connecticut
$7.42M +$124K +2,433 +2%
CCG
115
Chatham Capital Group
Georgia
$7.28M -$186K -3,660 -3%
HH
116
Hilltop Holdings
Texas
$7.06M +$551K +10,841 +9%
CAGAS
117
Capital Advisory Group Advisory Services
Minnesota
$7.06M +$452K +8,900 +7%
AWMS
118
Advocacy Wealth Management Services
Georgia
$6.95M +$835K +16,427 +14%
YCG
119
Yeomans Consulting Group
Georgia
$6.93M +$6.93M +136,391 New
PFWA
120
Paces Ferry Wealth Advisors
Georgia
$6.93M +$252K +4,959 +4%
AFG
121
Atomi Financial Group
New York
$6.9M +$812K +15,977 +13%
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$6.82M +$2.61M +51,385 +62%
RSS
123
Rosenblum Silverman Sutton
California
$6.76M -$419K -8,245 -6%
PGFC
124
Peapack-Gladstone Financial Corp
New Jersey
$6.73M -$72K -1,418 -1%
PA
125
Probity Advisors
Texas
$6.68M -$393K -7,741 -6%
3 4
5
6 7

FLOT Hedge Fund Activity: Q2 2025 in Review

675 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q2 2025, worth a combined $5.35B — down 14% from $6.22B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new FLOT positions and 47 closed out — a net gain of 24 holders — while 235 added to existing stakes and 271 trimmed.

The largest buyer was Quadrature Capital, adding an estimated $33M. The largest seller was Demars Financial Group, cutting an estimated $1.97B.

  • 675 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q2 2025, up from 657 in Q1 2025.
  • Funds reported $5.35B of iShares Floating Rate Bond ETF stock for Q2 2025, down 14% quarter-over-quarter.
  • 71 funds opened new iShares Floating Rate Bond ETF positions in Q2 2025 and 47 closed out, a net change of +24 holders.
  • The largest iShares Floating Rate Bond ETF buyer in Q2 2025 was Quadrature Capital, an estimated $33M added.
  • The largest iShares Floating Rate Bond ETF seller in Q2 2025 was Demars Financial Group, an estimated $1.97B sold.

Based on aggregated 13F filings for Q2 2025.