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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
WS
176
Wedbush Securities
California
$4.02M +$25.1K +492 +0.6%
CIC
177
Canal Insurance Company
South Carolina
$3.98M -$1.12M -22,000 -22%
GJIA
178
Glass Jacobson Investment Advisors
Maryland
$3.95M
AF
179
Advisornet Financial
Minnesota
$3.94M -$59.5K -1,167 -1%
DWG
180
Darden Wealth Group
Michigan
$3.8M +$77.5K +1,519 +2%
Creative Planning
181
Creative Planning
Kansas
$3.79M +$178K +3,487 +5%
OPWM
182
Oxinas Partners Wealth Management
Indiana
$3.74M +$3.28M +64,298 +717%
BF
183
Baring Financial
Washington
$3.73M +$1.26M +24,689 +51%
BFG
184
Beacon Financial Group
Texas
$3.7M -$7.28M -142,828 -66%
AF
185
Allworth Financial
California
$3.7M -$547K -10,723 -13%
SRWM
186
Shira Ridge Wealth Management
California
$3.7M +$74K +1,451 +2%
KWM
187
Kingsview Wealth Management
Oregon
$3.67M +$1.26M +24,783 +53%
BCM
188
Brookstone Capital Management
Illinois
$3.67M +$1.3M +25,486 +55%
VA
189
VestGen Advisors
Illinois
$3.64M +$3.63M +71,282 New
WPC
190
White Pine Capital
Minnesota
$3.61M -$184K -3,613 -5%
BFG
191
Bleakley Financial Group
New Jersey
$3.48M +$271K +5,320 +8%
AWM
192
Axxcess Wealth Management
California
$3.45M +$694K +13,612 +25%
Mercer Global Advisors
193
Mercer Global Advisors
Colorado
$3.27M -$1.1M -21,615 -25%
AAS
194
Avantax Advisory Services
Texas
$3.27M +$482K +9,454 +17%
Janney Montgomery Scott
195
Janney Montgomery Scott
Pennsylvania
$3.26M -$34.2K -670 -1%
HPM
196
Hudson Portfolio Management
New York
$3.24M +$245K +4,811 +8%
DL
197
DOHJ LLC
Washington
$3.23M +$282K +5,529 +10%
CA
198
CoreCap Advisors
Michigan
$3.23M +$3.03M +59,375 +1,520%
MFG
199
Merit Financial Group
Georgia
$3.22M +$2.34M +45,901 +269%
GKWIM
200
Gerber Kawasaki Wealth & Investment Management
California
$3.17M +$1.08M +21,192 +52%

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.