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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
BWCS
151
Beirne Wealth Consulting Services
Connecticut
$5.19M +$67.5K +1,323 +1%
SA
152
Sanctuary Advisors
Indiana
$5.15M -$782K -15,334 -13%
EWA
153
EverSource Wealth Advisors
Alabama
$5.03M +$748K +14,662 +17%
HNB
154
Huntington National Bank
Ohio
$5.02M
CCP
155
Carmel Capital Partners
California
$5.02M -$7.35M -144,216 -59%
Envestnet Portfolio Solutions
156
Envestnet Portfolio Solutions
Illinois
$4.95M +$49.3K +967 +1%
AG
157
Ascent Group
Virginia
$4.94M +$4.66M +91,368 +1,710%
SIM
158
SSI Investment Management
California
$4.86M +$141K +2,762 +3%
ASN
159
Advisory Services Network
Georgia
$4.85M +$265K +5,192 +6%
WAM
160
WNY Asset Management
New York
$4.82M +$3.81M +74,631 +379%
JWCA
161
J.W. Cole Advisors
Florida
$4.78M +$3.21M +62,969 +205%
PDL
162
Portfolio Design Labs
California
$4.67M -$36.5K -715 -0.8%
SIA
163
Schechter Investment Advisors
Michigan
$4.61M +$180K +3,538 +4%
RIA
164
Regal Investment Advisors
Michigan
$4.58M +$42.4K +831 +0.9%
UFA
165
US Financial Advisors
Massachusetts
$4.29M -$80.8K -1,585 -2%
SA
166
Scarborough Advisors
Maryland
$4.28M +$78K +1,529 +2%
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$4.21M +$675K +13,240 +19%
FIA
168
Foundations Investment Advisors
Arizona
$4.19M +$3.03M +59,479 +264%
GC
169
Guidance Capital
Kentucky
$4.18M -$182K -3,564 -4%
WFS
170
Weitzel Financial Services
Iowa
$4.17M +$26.3K +515 +0.6%
AWA
171
Arete Wealth Advisors
Illinois
$4.16M +$1.06M +20,855 +34%
AWM
172
Adams Wealth Management
Utah
$4.05M +$815K +15,992 +25%
CI
173
CacheTech Inc
Utah
$4.05M +$815K +15,992 +25%
IWS
174
Insight Wealth Strategies
California
$4.05M -$65.4K -1,283 -2%
BNP Paribas Financial Markets
175
BNP Paribas Financial Markets
France
$4.03M -$2.27M -44,522 -36%

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.