We are live on ! Find out more
FLOT icon

iShares Floating Rate Bond ETF

686 hedge funds and large institutions have $6.21B invested in iShares Floating Rate Bond ETF in 2026 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 288 increasing their positions, 209 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 53

38% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 209

10% more capital invested

Capital invested by funds: $5.66B → $6.21B (+$546M)

4% more funds holding

Funds holding: 661686 (+25)

1.17% more ownership

Funds ownership: 61.06%62.24% (+1.2%)

7% less funds holding in top 10

Funds holding in top 10: 4138 (-3)

Holders
686
Holders Change
+25
Holders Change %
+3.78%
% of All Funds
8.29%
Holding in Top 10
38
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.32%
% of All Funds
0.46%
New
89
Increased
288
Reduced
209
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
151
Principal Financial Group
Iowa
$5.42M -$452K -8,875 -8%
GRP
152
Global Retirement Partners
California
$5.3M +$5.29M +103,912 New
LHWM
153
Lake Hills Wealth Management
Texas
$5.25M +$5.24M +102,776 New
CBT
154
Crews Bank & Trust
Florida
$5.18M +$563K +11,053 +12%
Creative Planning
155
Creative Planning
Kansas
$5.17M +$531K +10,417 +11%
BWM
156
Buska Wealth Management
Wisconsin
$5.16M -$1.43M -28,075 -22%
EFG
157
Everest Financial Group
Minnesota
$5.13M -$391K -7,680 -7%
MCM
158
Monument Capital Management
Virginia
$5.07M +$5.06M +99,394 New
WCG
159
Weaver Consulting Group
California
$5.06M +$17.4K +342 +0.3%
AWMS
160
Advocacy Wealth Management Services
Georgia
$5.03M -$759K -14,896 -13%
HTC
161
Haverford Trust Company
Pennsylvania
$4.99M -$156K -3,062 -3%
TW
162
Tempo Wealth
Ohio
$4.96M +$537K +10,539 +12%
AWM
163
AE Wealth Management
Kansas
$4.92M -$41.1K -807 -0.8%
BF
164
Baring Financial
Washington
$4.85M +$5.81K +114 +0.1%
ABWM
165
Alpine Bank Wealth Management
Colorado
$4.78M +$4.77M +93,608 New
HHRDM
166
H&H Retirement Design & Management
Nevada
$4.72M
FMTCOCP
167
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.67M +$469K +9,201 +11%
HH
168
Hilltop Holdings
Texas
$4.64M +$528K +10,358 +13%
PAG
169
Powers Advisory Group
Illinois
$4.61M +$356K +6,995 +8%
AAP
170
Arax Advisory Partners
Colorado
$4.6M +$2.58M +50,652 +128%
WAM
171
WealthTrust Asset Management
Florida
$4.53M -$16.5K -324 -0.4%
Mercer Global Advisors
172
Mercer Global Advisors
Colorado
$4.53M +$470K +9,227 +12%
KC
173
Knuff & Co
California
$4.47M +$4.46M +87,524 New
VFO
174
Virtus Family Office
Texas
$4.46M +$396K +7,779 +10%
RWP
175
RWA Wealth Partners
Massachusetts
$4.44M -$78.6K -1,543 -2%

FLOT Hedge Fund Activity: Q2 2026 in Review

686 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q2 2026, worth a combined $6.21B — up 9.6% from $5.66B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new FLOT positions and 53 closed out — a net gain of 36 holders — while 288 added to existing stakes and 209 trimmed.

The largest buyer was Nomura Asset Management, opening a new position worth an estimated $62.5M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $47.8M sold.

  • 686 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q2 2026, up from 661 in Q1 2026.
  • Funds reported $6.21B of iShares Floating Rate Bond ETF stock for Q2 2026, up 9.6% quarter-over-quarter.
  • 89 funds opened new iShares Floating Rate Bond ETF positions in Q2 2026 and 53 closed out, a net change of +36 holders.
  • The largest iShares Floating Rate Bond ETF buyer in Q2 2026 was Nomura Asset Management, an estimated $62.5M added.
  • The largest iShares Floating Rate Bond ETF seller in Q2 2026 was Manulife (Manufacturers Life Insurance), an estimated $47.8M sold.

Based on aggregated 13F filings for Q2 2026.