We are live on ! Find out more
FLOT icon

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
BFG
201
Beacon Financial Group
Texas
$2.94M -$756K -14,889 -21%
Jones Financial Companies
202
Jones Financial Companies
Missouri
$2.93M +$806K +15,870 +38%
TPWA
203
TRUE Private Wealth Advisors
Oregon
$2.89M -$41.8M -823,167 -94%
FFA
204
Farther Finance Advisors
California
$2.84M -$83.4K -1,642 -3%
WA
205
Waverly Advisors
Alabama
$2.79M -$3K -59 -0.1%
PAG
206
Private Advisory Group
Washington
$2.79M +$361K +7,108 +15%
AWM
207
Axxcess Wealth Management
California
$2.78M -$664K -13,066 -19%
EIA
208
Eldridge Investment Advisors
New Hampshire
$2.78M +$13K +255 +0.5%
CAAS
209
Capital Asset Advisory Services
Michigan
$2.77M -$86K -1,692 -3%
LCWP
210
Legacy Capital Wealth Partners
Arkansas
$2.74M +$26.7K +525 +1%
AC
211
Allstate Corporation
Illinois
$2.74M +$2.72M +53,629 New
TFA
212
Transamerica Financial Advisors
Florida
$2.73M +$149K +2,934 +6%
ISWM
213
Independent Solutions Wealth Management
New York
$2.72M +$116K +2,277 +4%
BCI
214
Blue Capital Inc
Nebraska
$2.7M +$2.68M +52,847 New
BAM
215
Belpointe Asset Management
Nevada
$2.68M -$122K -2,404 -4%
DWP
216
Destiny Wealth Partners
Florida
$2.67M +$226K +4,456 +9%
RFM
217
Royal Fund Management
Florida
$2.67M +$2.37M +46,704 +840%
NP
218
Nilsine Partners
Colorado
$2.65M +$407K +8,007 +18%
PAS
219
Park Avenue Securities
New York
$2.63M -$328K -6,450 -11%
Susquehanna International Group
220
Susquehanna International Group
Pennsylvania
$2.6M +$2.58M +50,880 New
GWANC
221
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.54M +$179K +3,531 +8%
TC
222
Toews Corporation
New Jersey
$2.51M +$15.4K +304 +0.6%
ACI
223
Alpha Cubed Investments
California
$2.43M +$55K +1,083 +2%
AWA
224
Arkadios Wealth Advisors
Georgia
$2.4M +$37.9K +746 +2%
OP
225
ORG Partners
Indiana
$2.35M +$104K +2,057 +5%

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.