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iShares Floating Rate Bond ETF

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: 657675 (+18)

5% less funds holding in top 10

Funds holding in top 10: 3937 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
WCG
126
Weaver Consulting Group
California
$6.61M +$261K +5,140 +4%
JSL
127
JT Stratford LLC
Georgia
$6.61M +$5.96M +117,311 +960%
CIBC Private Wealth Group
128
CIBC Private Wealth Group
Georgia
$6.57M +$178K +3,501 +3%
PIM
129
Penobscot Investment Management
Massachusetts
$6.35M -$177K -3,475 -3%
SWA
130
Sax Wealth Advisors
New Jersey
$6.3M -$464K -9,141 -7%
Natixis Advisors
131
Natixis Advisors
Massachusetts
$6.26M -$486K -9,572 -7%
BBVA
132
Banco Bilbao Vizcaya Argentaria
Spain
$6.22M -$534K -10,513 -8%
AWM
133
AE Wealth Management
Kansas
$6.17M +$908K +17,872 +17%
FC
134
FCA Corp
Texas
$6.16M +$157K +3,099 +3%
WC
135
Waterloo Capital
Texas
$6.04M +$139K +2,740 +2%
SWP
136
Stratos Wealth Partners
Ohio
$5.97M +$16.7K +329 +0.3%
ICP
137
Impact Capital Partners
Colorado
$5.91M +$432K +8,497 +8%
Citigroup
138
Citigroup
New York
$5.87M -$15.7K -309 -0.3%
RWP
139
RWA Wealth Partners
Massachusetts
$5.78M -$324K -6,368 -5%
CT
140
Colonial Trust
South Carolina
$5.77M +$100K +1,968 +2%
CIBC World Market
141
CIBC World Market
Ontario, Canada
$5.68M -$9.28M -182,765 -62%
JWCA
142
J.W. Cole Advisors
Florida
$5.66M +$878K +17,278 +18%
MFG
143
Merit Financial Group
Georgia
$5.63M +$2.41M +47,349 +75%
BWCS
144
Beirne Wealth Consulting Services
Connecticut
$5.47M +$287K +5,642 +6%
Corient Private Wealth
145
Corient Private Wealth
Florida
$5.43M -$462K -9,100 -8%
EWA
146
EverSource Wealth Advisors
Alabama
$5.37M +$347K +6,840 +7%
ASN
147
Advisory Services Network
Georgia
$5.29M +$433K +8,527 +9%
CCP
148
Carmel Capital Partners
California
$5.29M +$267K +5,255 +5%
TPBG
149
Turning Point Benefit Group
Maryland
$5.21M -$969K -19,068 -16%
GC
150
Guidance Capital
Kentucky
$4.94M +$755K +14,859 +18%

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.