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iShares Floating Rate Bond ETF (FLOT) Institutional Ownership

iShares Floating Rate Bond ETF logo
$50.88 -0.11 (-0.21%)
As of 09:42 AM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Floating Rate Bond ETF (BATS:FLOT)

Number of
Institutional Buyers
(last 12 months)
495
Total
Institutional Inflows
(last 12 months)
$3.73B
Number of
Institutional Sellers
(last 12 months)
322
Total
Institutional Outflows
(last 12 months)
$622.03M
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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
6/4/2025 First Hawaiian Bank37,161$1.90M0.1%+9.0%0.021%
5/28/2025 Addison Capital Co5,109$261K0.1%N/A0.003%
5/21/2025 Westbourne Investments Inc.31,075$1.59M1.0%+9.9%0.018%
5/21/2025 Geneos Wealth Management Inc.11,545$589K0.0%-6.6%0.007%
5/21/2025 Schmidt P J Investment Management Inc.10,598$541K0.1%+104.5%0.006%
5/20/2025 Belpointe Asset Management LLC54,886$2.80M0.1%+108.6%0.032%
5/20/2025 Focus Partners Wealth13,287$678K0.0%+8.9%0.008%
5/20/2025 Glenview Trust co2,529,427$129.13M2.5%+4.0%1.460%
5/19/2025 Jane Street Group LLC232,325$11.86M0.0%+1,308.4%0.134%
5/19/2025 SageView Advisory Group LLC23,701$1.21M0.1%+81.9%0.014%
5/16/2025 Semmax Financial Advisors Inc.245,876$12.48M3.3%+6.0%0.142%
5/16/2025 Ascent Group LLC96,711$4.94M0.2%+1,710.1%0.056%
5/16/2025 Arete Wealth Advisors LLC81,484$4.16M0.3%+34.4%0.047%
5/16/2025 Ashton Thomas Private Wealth LLC166,507$8.50M0.3%+1,063.1%0.096%
5/16/2025 Goldman Sachs Group Inc.451,446$23.05M0.0%-1.1%0.260%
5/16/2025 Jones Financial Companies Lllp495$25K0.0%-97.4%0.000%
5/16/2025 Obsidian Personal Planning Solutions LLC147,187$7.50M3.3%+2.9%0.085%
5/16/2025 Rise Advisors LLC12,225$624K0.3%-3.5%0.007%
5/16/2025 NewEdge Advisors LLC43,376$2.21M0.0%-20.1%0.025%
5/16/2025 Integrated Wealth Concepts LLC281,114$14.35M0.2%+39.4%0.162%
5/16/2025 Banque Transatlantique SA1,490$70K0.0%N/A0.001%
5/16/2025 Beaird Harris Wealth Management LLC37,319$1.91M0.2%+0.8%0.022%
5/16/2025 Ancora Advisors LLC4,661$238K0.0%+29.4%0.003%
5/16/2025 1 North Wealth Services LLC27,659$1.41M0.7%+10.9%0.016%
5/15/2025 Focus Partners Advisor Solutions LLC15,408$787K0.0%+201.7%0.009%
5/15/2025 Flputnam Investment Management Co.1,182,988$60.39M1.1%+3.0%0.682%
5/15/2025 Royal Bank of Canada2,351,795$120.06M0.0%+59.0%1.356%
5/15/2025 Weitzel Financial Services Inc.81,998$4.17M2.0%+0.6%0.047%
5/15/2025 Calton & Associates Inc.17,304$883K0.2%+34.5%0.010%
5/15/2025 Connecticut Wealth Management LLC15,000$766K0.0%-2.0%0.009%
5/15/2025 Baird Financial Group Inc.37,905$1.94M0.0%-35.7%0.022%
5/15/2025 Gerber Kawasaki Wealth & Investment Management62,154$3.17M0.1%+51.7%0.036%
5/15/2025 D L Carlson Investment Group Inc.23,256$1.19M0.2%+259.1%0.013%
5/14/2025 Transamerica Financial Advisors LLC50,605$2.58M0.3%+12.4%0.029%
5/14/2025 Paces Ferry Wealth Advisors LLC130,875$6.68M3.3%+4.7%0.075%
5/14/2025 Guggenheim Capital LLC299,108$15.27M0.1%+11.1%0.172%
5/14/2025 CreativeOne Wealth LLC174,764$8.92M0.3%-3.0%0.101%
5/14/2025 Piedmont Capital Management LLC164,919$8.27M5.6%-20.0%0.095%
5/14/2025 Jane Street Group LLC232,325$11.86M0.0%+1,308.4%0.134%
5/14/2025 Comerica Bank365,793$18.67M0.1%+0.4%0.211%
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5/14/2025 Synovus Financial Corp22,994$1.17M0.0%-2.0%0.013%
5/14/2025 SVB Wealth LLC840$43K0.0%N/A0.000%
5/14/2025 Northwestern Mutual Wealth Management Co.82,380$4.21M0.0%+19.1%0.047%
5/14/2025 Haverford Trust Co974,716$49.76M0.5%-6.0%0.562%
5/14/2025 Sax Wealth Advisors LLC132,667$6.77M0.5%+73.5%0.076%
5/14/2025 Cunning Capital Partners LP50,000$2.55M1.6%+22.0%0.029%
5/14/2025 Kestra Advisory Services LLC116,921$5.97M0.0%-22.2%0.067%
5/14/2025 1832 Asset Management L.P.748,495$38.21M0.0%-0.2%0.431%
5/14/2025 Compound Planning Inc.119,233$6.09M0.3%+6.5%0.069%
5/14/2025 Ameriprise Financial Inc.2,611,975$133.01M0.0%+143.4%1.505%
5/14/2025 Guidance Point Advisors LLC16,027$818K0.2%-5.4%0.009%
5/14/2025 Mosaic Financial Group LLC15,705$802K0.7%+8.8%0.009%
5/14/2025 Lionsbridge Wealth Management LLC4,170$213K0.2%N/A0.002%
5/14/2025 Summit Financial LLC14,032$716K0.0%+76.9%0.008%
5/14/2025 United Asset Strategies Inc.6,073$310K0.0%-25.2%0.004%
5/14/2025 Joseph P. Lucia & Associates LLC22,922$1.17M0.5%+45.1%0.013%
5/14/2025 Dorsey & Whitney Trust CO LLC4,000$204K0.0%-20.0%0.002%
5/14/2025 Capital Analysts LLC3,733$190K0.0%+364.9%0.002%
5/14/2025 Banco Bilbao Vizcaya Argentaria S.A.132,870$6.80M0.1%-49.7%0.077%
5/14/2025 Crabel Capital Management LLC19,658$1.00M1.1%-7.9%0.011%
5/14/2025 JT Stratford LLC12,223$624K0.1%N/A0.007%
5/14/2025 Hsbc Holdings PLC34,474$1.76M0.0%-90.8%0.020%
5/14/2025 Colonial Trust Advisors287,014$14.65M1.3%+18.0%0.165%
5/14/2025 RWA Wealth Partners LLC119,755$6.11M0.1%-7.4%0.069%
5/13/2025 Northern Trust Corp4,530,501$231.28M0.0%+11.0%2.611%
5/13/2025 TriaGen Wealth Management LLC25,400$1.30M0.5%+6.3%0.015%
5/13/2025 Cascade Financial Partners LLC45,852$2.34M0.3%-3.3%0.026%
5/13/2025 Steward Partners Investment Advisory LLC124,266$6.34M0.1%-3.9%0.072%
5/13/2025 CacheTech Inc.79,389$4.05M0.8%+25.2%0.046%
5/13/2025 Knuff & Co LLC10,885$556K0.2%+35.2%0.006%
5/13/2025 Raymond James Financial Inc.988,851$50.48M0.0%+14.7%0.570%
5/13/2025 Cresset Asset Management LLC43,171$2.20M0.0%+0.6%0.025%
5/13/2025 Nations Financial Group Inc. IA ADV25,061$1.28M0.1%-6.6%0.014%
5/13/2025 Thompson Davis & CO. Inc.10,177$520K0.4%+5.3%0.006%
5/13/2025 EverSource Wealth Advisors LLC98,481$5.03M0.3%+17.5%0.057%
5/13/2025 State Farm Mutual Automobile Insurance Co.3,188$163K0.0%+1,262.4%0.002%
5/13/2025 Horizon Investments LLC1,827$93K0.0%-78.4%0.001%
5/13/2025 FCA Corp TX117,716$6.01M1.9%+0.6%0.068%
5/13/2025 Trivium Point Advisory LLC8,830$451K0.1%-52.7%0.005%
5/13/2025 Kovitz Investment Group Partners LLC623,289$31.82M0.2%+10.7%0.359%
5/13/2025 Heck Capital Advisors LLC51,636$2.64M0.3%N/A0.030%
5/13/2025 WESCAP Management Group Inc.156,947$8.01M2.0%-3.9%0.090%
5/13/2025 HighTower Advisors LLC605,132$30.89M0.0%+30.1%0.349%
5/12/2025 Eagle Global Advisors LLC43,058$2.20M0.1%-12.0%0.025%
5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors37,600$1.91M0.2%+17.5%0.022%
5/12/2025 Virtus Family Office LLC61,912$3.16M4.1%-4.6%0.036%
5/12/2025 Simplex Trading LLC1,500$76K0.0%N/A0.001%
5/12/2025 Townsquare Capital LLC20,239$1.03M0.0%+14.5%0.012%
5/12/2025 Rezny Wealth Management Inc.265,465$13.55M3.5%-1.4%0.153%
5/12/2025 National Bank of Canada FI278,861$14.24M0.0%+40.5%0.161%
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5/12/2025 Nutshell Asset Management Ltd234,552$11.97M6.2%+33.5%0.135%
5/12/2025 AlphaCore Capital LLC10,200$521K0.0%N/A0.006%
5/12/2025 Bard Associates Inc.11,057$564K0.2%+42.9%0.006%
5/12/2025 WBH Advisory Inc.20,812$1.06M0.1%+8.8%0.012%
5/12/2025 Y.D. More Investments Ltd23,260$1.19M0.1%+10.0%0.013%
5/12/2025 Alesco Advisors LLC24,120$1.23M0.0%-3.0%0.014%
5/9/2025 Headlands Technologies LLC518$26K0.0%-53.7%0.000%
5/9/2025 Toews Corp ADV48,924$2.50M1.1%+34.3%0.028%
5/9/2025 Nicholas Hoffman & Company LLC.5,156$263K0.0%N/A0.003%
5/9/2025 WealthShield Partners LLC1,040$53K0.0%+62.5%0.001%
(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, 770 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 ($231.28M), LPL Financial LLC ($217.74M), 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 642 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 ($4.52M), Ameriprise Financial Inc. ($3.42M), New York Life Investment Management LLC ($3.03M), Northern Trust Corp ($2.21M), and Raymond James Financial Inc. ($1.85M).

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

Institutional investors have bought a total of 107,624,089 shares in the last 24 months. This purchase volume represents approximately $5.48B in transactions.

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

Of the 489 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), PNC Financial Services Group Inc. ($1.47M), Osaic Holdings Inc. ($1.14M), Advocacy Wealth Management Services LLC ($1.14M), DAVENPORT & Co LLC ($942.56K), Envestnet Asset Management Inc. ($769.89K), and Beacon Financial Group ($688.96K).

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

Institutional investors have sold a total of 27,414,422 shares in the last 24 months. This volume of shares sold represents approximately $1.39B in transactions.



This page (BATS:FLOT) was last updated on 6/13/2025 by MarketBeat.com Staff
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