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iShares Floating Rate Bond ETF (FLOT) Institutional Ownership

iShares Floating Rate Bond ETF logo
$50.72 -0.27 (-0.52%)
Closing price 03:58 PM Eastern
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$50.70 -0.01 (-0.02%)
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Institutional Ownership Changes (13F Filings) for iShares Floating Rate Bond ETF (BATS:FLOT)

Number of
Institutional Buyers
(last 12 months)
463
Total
Institutional Inflows
(last 12 months)
$3.41B
Number of
Institutional Sellers
(last 12 months)
310
Total
Institutional Outflows
(last 12 months)
$582.49M
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FLOT Institutional Buying and Selling by Quarter

iShares Floating Rate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2025Bleakley Financial Group LLC68,228$3.48M0.1%+8.5%0.039%
5/1/2025Reyes Financial Architecture Inc.12,277$627K0.5%-67.9%0.007%
5/1/2025Asset Dedication LLC573$29K0.0%N/A0.000%
5/1/2025CWM LLC340,213$17.37M0.1%-2.6%0.196%
5/1/2025Stephens Inc. AR14,805$756K0.0%+5.8%0.009%
5/1/2025Schechter Investment Advisors LLC90,365$4.61M0.4%+4.1%0.052%
5/1/2025ARK & TLK Investments LLC26,582$1.36M0.5%-1.6%0.015%
5/1/2025Beirne Wealth Consulting Services LLC101,594$5.19M1.8%+1.3%0.059%
5/1/2025WealthTrust Asset Management LLC103,433$5.28M3.9%+23.4%0.060%
5/1/2025Callahan Advisors LLC28,569$1.46M0.1%-5.7%0.016%
5/1/2025Diversify Wealth Management LLC6,984$356K0.0%+16.4%0.004%
5/1/2025Kesler Norman & Wride LLC151,426$7.73M1.5%+14.7%0.087%
4/30/2025 Cerity Partners LLC13,494$689K0.0%+7.5%0.008%
4/30/2025 DMC Group LLC23,161$1.18M1.0%-21.1%0.013%
4/30/2025 Allworth Financial LP72,669$3.70M0.0%-12.9%0.042%
4/30/2025 Rogco LP4,343$222K0.1%+1,408.0%0.003%
4/30/2025 Peddock Capital Advisors LLC4,247$217K0.1%+6.7%0.002%
4/30/2025 Leavell Investment Management Inc.47,848$2.44M0.1%+4.2%0.028%
4/30/2025 Wealth Advisory Solutions LLC10,103$516K0.1%-8.1%0.006%
4/30/2025 Axxcess Wealth Management LLC67,644$3.45M0.1%+25.2%0.039%
4/30/2025 Trek Financial LLC18,720$956K0.1%-85.1%0.011%
4/30/2025 AlphaStar Capital Management LLC113,437$5.79M0.7%+140.2%0.065%
4/30/2025 M&T Bank Corp8,245$421K0.0%-17.6%0.005%
4/30/2025 Stratos Wealth Partners LTD.116,775$5.96M0.1%+18.2%0.067%
4/30/2025 May Hill Capital LLC17,909$914K0.3%-14.7%0.010%
4/30/2025 Sierra Capital LLC189,817$9.69M1.2%+9.2%0.109%
4/30/2025 NTV Asset Management LLC31,106$1.59M0.2%+8.4%0.018%
4/30/2025 Alpha Cubed Investments LLC46,470$2.37M0.1%-4.8%0.027%
4/29/2025 U.S. Capital Wealth Advisors LLC6,486$331K0.0%-7.4%0.004%
4/29/2025 Envestnet Asset Management Inc.2,188,432$111.72M0.0%+16.5%1.261%
4/29/2025 Ifrah Financial Services Inc.227,452$11.61M3.3%+3.9%0.131%
4/29/2025 Concurrent Investment Advisors LLC6,138$313K0.0%N/A0.004%
4/29/2025 Bank of New York Mellon Corp57,406$2.93M0.0%+43.3%0.033%
4/29/2025 World Investment Advisors14,301$730K0.0%+27.0%0.008%
4/29/2025 Truist Financial Corp1,110,508$56.69M0.1%+7.8%0.640%
4/29/2025 Capital Investment Advisory Services LLC18,533$946K0.1%-25.6%0.011%
4/29/2025 Strategic Blueprint LLC7,066$361K0.0%N/A0.004%
4/29/2025 Brookstone Capital Management71,852$3.67M0.1%+55.0%0.041%
4/29/2025 OneDigital Investment Advisors LLC454,800$23.22M0.3%+49.5%0.262%
4/29/2025 Hartline Investment Corp940,534$48.01M6.4%+30.4%0.542%
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4/29/2025 Avantax Planning Partners Inc.8,978$458K0.0%-2.4%0.005%
4/29/2025 Aurora Private Wealth Inc.7,053$360K0.1%N/A0.004%
4/28/2025 Summit Place Financial Advisors LLC6,360$325K0.2%-18.3%0.004%
4/28/2025 D.A. Davidson & CO.57,836$2.95M0.0%+29.5%0.033%
4/28/2025 Rosenberg Matthew Hamilton800$41K0.0%-29.1%0.000%
4/28/2025 Principal Financial Group Inc.20,708$1.06M0.0%-37.0%0.012%
4/28/2025 Mutual Advisors LLC230,424$11.72M0.3%-7.8%0.133%
4/28/2025 First Horizon Advisors Inc.13,732$701K0.0%+29.6%0.008%
4/28/2025 Revisor Wealth Management LLC17,879$913K0.4%+314.8%0.010%
4/28/2025 Novem Group10,182$520K0.1%+4.8%0.006%
4/28/2025 Weaver Consulting Group124,468$6.35M1.9%+13.3%0.072%
4/28/2025 Elmwood Wealth Management Inc.36,323$1.85M0.8%-3.9%0.021%
4/28/2025 Private Trust Co. NA13,892$709K0.1%+4.6%0.008%
4/28/2025 Pinnacle Financial Partners Inc20,587$1.05M0.0%+2.1%0.012%
4/28/2025 Coastline Trust Co3,435$175K0.0%-50.3%0.002%
4/28/2025 TCP Asset Management LLC21,125$1.08M0.2%-13.4%0.012%
4/28/2025 DAVENPORT & Co LLC1,330,362$67.92M0.4%+3.6%0.767%
4/28/2025 Summit Trail Advisors LLC12,577$642K0.0%N/A0.007%
4/25/2025 Farmers & Merchants Trust Co of Chambersburg PA12,372$632K0.2%+113.3%0.007%
4/25/2025 WASHINGTON TRUST Co692$35K0.0%+242.6%0.000%
4/25/2025 New Wave Wealth Advisors LLC26,031$1.33M0.6%+12.9%0.015%
4/25/2025 Mmbg Investment Advisors CO.11,135$568K0.1%-25.8%0.006%
4/25/2025 Citizens National Bank Trust Department948$48K0.0%N/A0.001%
4/25/2025 Avidian Wealth Enterprises LLC15,625$798K0.0%+1.9%0.009%
4/25/2025 L.K. Benson & Company P.C.16,094$822K0.6%-3.3%0.009%
4/25/2025 Sovran Advisors LLC16,836$855K0.1%+216.8%0.010%
4/25/2025 K.J. Harrison & Partners Inc5,928$303K0.1%N/A0.003%
4/24/2025 Money Concepts Capital Corp4,556$233K0.0%N/A0.003%
4/24/2025 Klaas Financial Asset Advisors LLC27,576$1.41M0.2%+104.1%0.016%
4/24/2025 Canal Insurance CO78,000$3.98M0.9%-22.0%0.044%
4/23/2025 KG&L Capital Management LLC9,623$491K0.2%+80.9%0.005%
4/23/2025 Western Financial Corp CA13,974$713K0.4%-7.1%0.008%
4/23/2025 Penobscot Investment Management Company Inc.127,981$6.53M0.6%+11.3%0.073%
4/23/2025 Wealth Management Resources Inc.36,884$1.88M0.7%+53.8%0.021%
4/23/2025 Creative Financial Designs Inc. ADV13,389$684K0.1%+68.5%0.008%
4/23/2025 Perigon Wealth Management LLC11,218$573K0.0%-25.1%0.006%
4/23/2025 Aurora Private Wealth Inc.188,083$9.60M0.3%N/A0.107%
4/23/2025 Independent Solutions Wealth Management LLC51,113$2.61M0.6%+8.1%0.029%
4/23/2025 Spire Wealth Management1,880$96K0.0%+13.0%0.001%
4/23/2025 Fourth Dimension Wealth LLC9,368$478K0.2%+468,300.0%0.005%
4/23/2025 International Assets Investment Management LLC20,471$1.05M0.0%+47.3%0.012%
4/23/2025 Balboa Wealth Partners9,292$474K0.1%N/A0.005%
4/23/2025 Bluesphere Advisors LLC33,745$1.72M1.0%+0.8%0.019%
4/23/2025 LaFleur & Godfrey LLC329,986$16.85M2.3%+67.6%0.187%
4/23/2025 BridgePort Financial Solutions LLC10,998$561K0.3%+2.6%0.006%
4/23/2025 Professional Financial Advisors LLC14,170$723K0.2%-4.9%0.008%
4/23/2025 Valmark Advisers Inc.13,959$713K0.0%+14.2%0.008%
4/23/2025 Oppenheimer & Co. Inc.140,696$7.18M0.1%+8.4%0.080%
4/22/2025 Diversified Portfolios Inc.736,398$37.59M4.0%+14.9%0.418%
4/22/2025 JFS Wealth Advisors LLC15,899$812K0.1%+49.8%0.009%
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4/22/2025 Flagship Harbor Advisors LLC22,777$1.16M0.1%-10.0%0.013%
4/22/2025 Crews Bank & Trust17,577$897K0.2%-4.6%0.010%
4/22/2025 Buck Wealth Strategies LLC25,001$1.28M0.2%N/A0.014%
4/22/2025 Innealta Capital LLC11,377$581K0.3%-8.9%0.006%
4/22/2025 Bright Futures Wealth Management LLC.15,999$811K0.9%+13.3%0.009%
4/22/2025 Garde Capital Inc.15,788$806K0.0%N/A0.009%
4/22/2025 Union Savings Bank22,874$1.17M0.6%-17.5%0.013%
4/22/2025 Nilsine Partners LLC43,897$2.24M0.2%+322.5%0.025%
4/22/2025 Bonfire Financial44,181$2.26M2.1%-3.0%0.025%
4/22/2025 PFG Investments LLC28,357$1.45M0.1%-3.0%0.016%
(Data available from 1/1/2016 forward)

FLOT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FLOT shares?

During the previous two years, 779 institutional investors and hedge funds held shares of iShares Floating Rate Bond ETF. The most heavily invested institutionals were Demars Financial Group LLC ($2.02B), Bank of America Corp DE ($401.35M), Northern Trust Corp ($207.75M), LPL Financial LLC ($180.91M), New York Life Investment Management LLC ($155.45M), UBS Group AG ($146.00M), and Franklin Resources Inc. ($144.14M).Learn more on FLOT's institutional investors.

Which institutional investors have been buying iShares Floating Rate Bond ETF stock?

Of the 633 institutional investors that purchased iShares Floating Rate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Demars Financial Group LLC ($38.78M), Bank Julius Baer & Co. Ltd Zurich ($7.48M), Proficio Capital Partners LLC ($4.47M), New York Life Investment Management LLC ($3.07M), Providence Capital Advisors LLC ($1.99M), Ameriprise Financial Inc. ($1.88M), and Northern Trust Corp ($1.76M).

How much institutional buying is happening at iShares Floating Rate Bond ETF?

Institutional investors have bought a total of 104,196,408 shares in the last 24 months. This purchase volume represents approximately $5.30B in transactions.

Which iShares Floating Rate Bond ETF major shareholders have been selling company stock?

Of the 507 institutional investors that sold iShares Floating Rate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Franklin Resources Inc. ($2.03M), Envestnet Asset Management Inc. ($1.51M), PNC Financial Services Group Inc. ($1.47M), UBS Group AG ($1.17M), Osaic Holdings Inc. ($1.14M), Advocacy Wealth Management Services LLC ($1.14M), and Bank of America Corp DE ($1.13M).

How much institutional selling is happening at iShares Floating Rate Bond ETF?

Institutional investors have sold a total of 33,120,442 shares in the last 24 months. This volume of shares sold represents approximately $1.68B in transactions.



This page (BATS:FLOT) was last updated on 5/1/2025 by MarketBeat.com Staff
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