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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
IAN
176
Integrated Advisors Network
Texas
$3.6M -$4.64M -91,398 -56%
DADC
177
D.A. Davidson & Co
Montana
$3.59M +$637K +12,539 +22%
AF
178
Allworth Financial
California
$3.58M -$123K -2,419 -3%
SFS
179
Sowell Financial Services
Arkansas
$3.54M +$1.03M +20,231 +41%
SRWM
180
Shira Ridge Wealth Management
California
$3.5M -$195K -3,842 -5%
Thrivent Financial for Lutherans
181
Thrivent Financial for Lutherans
Minnesota
$3.49M -$1.91M -37,518 -35%
WMR
182
Wealth Management Resources
Rhode Island
$3.46M +$1.57M +30,975 +84%
BC
183
Bulwark Capital
Florida
$3.44M +$3.43M +67,419 New
CI
184
CacheTech Inc
Utah
$3.42M -$627K -12,343 -16%
BFG
185
Bleakley Financial Group
New Jersey
$3.38M -$96.8K -1,906 -3%
BFIM
186
Beese Fulmer Investment Management
Ohio
$3.38M +$3.37M +66,261 New
VFO
187
Virtus Family Office
Texas
$3.35M +$192K +3,780 +6%
HPM
188
Hudson Portfolio Management
New York
$3.31M +$66.8K +1,315 +2%
Creative Planning
189
Creative Planning
Kansas
$3.3M -$485K -9,549 -13%
WI
190
WrapManager Inc
California
$3.28M +$357K +7,029 +12%
KPWS
191
Kestra Private Wealth Services
Texas
$3.21M +$207K +4,073 +7%
MOS
192
MGO One Seven
Ohio
$3.17M +$63K +1,241 +2%
KWM
193
Kingsview Wealth Management
Oregon
$3.16M -$509K -10,015 -14%
BCM
194
Brookstone Capital Management
Illinois
$3.15M -$515K -10,129 -14%
PGAM
195
Princeton Global Asset Management
New Jersey
$3.14M +$85.8K +1,689 +3%
GKWIM
196
Gerber Kawasaki Wealth & Investment Management
California
$3.09M -$81.3K -1,600 -3%
AWM
197
Adams Wealth Management
Utah
$3.06M -$981K -19,317 -24%
PA
198
PFG Advisors
Arizona
$3.03M +$102 +2 +0%
ES
199
ETF Store
Kansas
$3.01M +$397K +7,809 +15%
SWM
200
Seed Wealth Management
Illinois
$2.96M +$2.94M +57,970 New

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.