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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
Bank of America
1
Bank of America
North Carolina
$449M -$3.24M -63,766 -0.7%
Morgan Stanley
2
Morgan Stanley
New York
$290M +$12.1M +238,064 +4%
Northern Trust
3
Northern Trust
Illinois
$235M +$4.19M +82,453 +2%
LPL Financial
4
LPL Financial
California
$235M +$17.3M +340,079 +8%
Franklin Resources
5
Franklin Resources
California
$164M +$15.9M +313,769 +11%
Wells Fargo
6
Wells Fargo
California
$157M +$861K +16,957 +0.6%
BlackRock
7
BlackRock
New York
$140M -$13.5M -264,944 -9%
Ameriprise
8
Ameriprise
Minnesota
$139M +$6.62M +130,241 +5%
GT
9
Glenview Trust
Kentucky
$135M +$6.38M +125,640 +5%
UBS Group
10
UBS Group
Switzerland
$128M -$9.35M -184,041 -7%
NYLIM
11
New York Life Investment Management
New York
$126M -$23.6M -463,768 -16%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$100M -$19.9M -390,847 -17%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$99.8M -$11.6M -229,022 -10%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$96.6M -$4.5M -88,599 -4%
AssetMark Inc
15
AssetMark Inc
California
$93.3M -$9.6M -188,895 -9%
JP Morgan Chase
16
JP Morgan Chase
New York
$75.2M +$5.49M +108,053 +8%
Renaissance Technologies
17
Renaissance Technologies
New York
$70.3M -$40.9M -805,915 -37%
DC
18
Davenport & Co
Virginia
$69.2M +$1.34M +26,359 +2%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$62.3M +$3.27M +64,323 +6%
FLPIM
20
F.L. Putnam Investment Management
Massachusetts
$62M +$1.64M +32,378 +3%
Raymond James Financial
21
Raymond James Financial
Florida
$57.4M +$6.88M +135,488 +14%
Truist Financial
22
Truist Financial
North Carolina
$53.8M -$2.86M -56,208 -5%
HTC
23
Haverford Trust Company
Pennsylvania
$45.3M -$4.37M -86,050 -9%
HIC
24
Hartline Investment Corp
Illinois
$43.3M -$4.7M -92,524 -10%
Osaic Holdings
25
Osaic Holdings
Arizona
$42.9M +$7.42M +145,983 +21%

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.