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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
VFO
201
Virtus Family Office
Texas
$3.16M -$152K -2,990 -5%
MOS
202
MGO One Seven
Ohio
$3.11M -$129K -2,527 -4%
PGAM
203
Princeton Global Asset Management
New Jersey
$3.06M +$5.92K +116 +0.2%
PA
204
PFG Advisors
Arizona
$3.03M +$632K +12,389 +26%
KPWS
205
Kestra Private Wealth Services
Texas
$3M +$211K +4,131 +8%
PAS
206
Park Avenue Securities
New York
$2.96M +$756K +14,818 +34%
DADC
207
D.A. Davidson & Co
Montana
$2.95M +$672K +13,189 +30%
Bank of New York Mellon
208
Bank of New York Mellon
New York
$2.93M +$884K +17,346 +43%
WI
209
WrapManager Inc
California
$2.93M +$196K +3,847 +7%
FFA
210
Farther Finance Advisors
California
$2.91M +$338K +6,627 +13%
CAAS
211
Capital Asset Advisory Services
Michigan
$2.86M +$131K +2,578 +5%
BAM
212
Belpointe Asset Management
Nevada
$2.8M +$1.46M +28,572 +109%
WA
213
Waverly Advisors
Alabama
$2.8M +$2.79M +54,783 New
EIA
214
Eldridge Investment Advisors
New Hampshire
$2.78M +$21.3K +417 +0.8%
LCWP
215
Legacy Capital Wealth Partners
Arkansas
$2.71M +$46.8K +917 +2%
GC
216
GFG Capital
Florida
$2.7M
GSEP
217
Golden State Equity Partners
California
$2.66M -$1.43K -28 -0.1%
HCA
218
Heck Capital Advisors
Wisconsin
$2.64M +$1.27M +24,996 +94%
ISWM
219
Independent Solutions Wealth Management
New York
$2.61M +$195K +3,817 +8%
ES
220
ETF Store
Kansas
$2.61M +$734K +14,391 +39%
TFA
221
Transamerica Financial Advisors
Florida
$2.58M +$285K +5,599 +12%
CCP
222
Cunning Capital Partners
North Carolina
$2.55M +$459K +9,000 +22%
SFS
223
Sowell Financial Services
Arkansas
$2.51M +$162K +3,187 +7%
TC
224
Toews Corporation
New Jersey
$2.5M +$637K +12,487 +34%
DWP
225
Destiny Wealth Partners
Florida
$2.45M +$184K +3,614 +8%

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.