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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
HNB
151
Huntington National Bank
Ohio
$4.85M
FCIM
152
Fairview Capital Investment Management
California
$4.84M -$2.03M -40,050 -30%
MCM
153
Monument Capital Management
Virginia
$4.79M +$4.77M +93,977 New
WAM
154
WealthTrust Asset Management
Florida
$4.7M -$578K -11,378 -11%
WAP
155
Wealthcare Advisory Partners
Pennsylvania
$4.67M +$4.65M +91,513 New
RIA
156
Regal Investment Advisors
Michigan
$4.64M +$56.3K +1,109 +1%
SA
157
Sanctuary Advisors
Indiana
$4.62M -$526K -10,345 -10%
IAS
158
Insigneo Advisory Services
Florida
$4.56M +$3.63M +71,545 +399%
FIA
159
Foundations Investment Advisors
Arizona
$4.56M +$375K +7,386 +9%
SA
160
Scarborough Advisors
Maryland
$4.35M +$73.7K +1,451 +2%
WPC
161
White Pine Capital
Minnesota
$4.19M +$585K +11,506 +16%
VA
162
VestGen Advisors
Illinois
$4.19M +$546K +10,748 +15%
FSA
163
Financial Sense Advisors
California
$4.14M -$4.16M -81,851 -50%
Janney Montgomery Scott
164
Janney Montgomery Scott
Pennsylvania
$4.13M +$867K +17,058 +27%
WFS
165
Weitzel Financial Services
Iowa
$4.11M -$67.6K -1,331 -2%
CIC
166
Canal Insurance Company
South Carolina
$3.98M
BF
167
Baring Financial
Washington
$3.94M +$210K +4,124 +6%
AF
168
Advisornet Financial
Minnesota
$3.93M -$9.65K -190 -0.2%
DWG
169
Darden Wealth Group
Michigan
$3.87M +$75.7K +1,490 +2%
IWS
170
Insight Wealth Strategies
California
$3.8M -$225K -4,426 -6%
GJIA
171
Glass Jacobson Investment Advisors
Maryland
$3.76M -$197K -3,873 -5%
AAS
172
Avantax Advisory Services
Texas
$3.71M +$449K +8,838 +14%
AA
173
Alesco Advisors
New York
$3.71M +$2.47M +48,650 +202%
BNP Paribas Financial Markets
174
BNP Paribas Financial Markets
France
$3.68M -$345K -6,786 -9%
AWA
175
Arete Wealth Advisors
Illinois
$3.63M -$525K -10,344 -13%

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.