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iShares Floating Rate Bond ETF (FLOT) Institutional Ownership

iShares Floating Rate Bond ETF logo
$50.92 -0.07 (-0.13%)
Closing price 10/13/2025 03:58 PM Eastern
Extended Trading
$50.94 +0.02 (+0.05%)
As of 10/13/2025 07:55 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for iShares Floating Rate Bond ETF (BATS:FLOT)

Number of
Institutional Buyers
(last 12 months)
510
Total
Institutional Inflows
(last 12 months)
$3.92B
Number of
Institutional Sellers
(last 12 months)
367
Total
Institutional Outflows
(last 12 months)
$2.67B
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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
10/10/2025 FC Advisory LLC148,423$7.58M2.2%+2.1%0.085%
10/10/2025 Flputnam Investment Management Co.1,614,802$82.49M1.2%+32.9%0.922%
10/10/2025 Focus Financial Network Inc.14,193$725K0.0%+19.9%0.008%
10/10/2025 Fiduciary Financial Group LLC4,354$222K0.0%-14.8%0.002%
10/9/2025 Bartlett & CO. Wealth Management LLC9,020$461K0.0%-10.0%0.005%
10/9/2025 AdvisorNet Financial Inc73,550$3.76M0.2%-4.6%0.042%
10/9/2025 Princeton Global Asset Management LLC63,011$3.22M0.5%+2.4%0.036%
10/9/2025 Waller Financial Planning Group Inc.36,916$1.89M0.4%-2.7%0.021%
10/9/2025 Redhawk Wealth Advisors Inc.4,883$249K0.0%+12.8%0.003%
10/8/2025 Fiduciary Alliance LLC17,176$877K0.1%-13.9%0.010%
10/8/2025 RDA Financial Network10,944$559K0.1%-19.8%0.006%
10/8/2025 Moulton Wealth Management Inc.190,557$9.74M7.1%-1.1%0.109%
10/8/2025 Chesley Taft & Associates LLC161,635$8.26M0.3%-0.4%0.092%
10/8/2025 Balefire LLC8,975$458K0.1%+9.0%0.005%
10/8/2025 Beacon Financial Group54,580$2.79M0.3%-5.3%0.031%
10/7/2025 TCP Asset Management LLC19,634$1.00M0.2%-2.8%0.011%
10/7/2025 Walker Financial Services Inc.439,420$22.45M8.7%N/A0.251%
10/7/2025 Salem Investment Counselors Inc.12,833$656K0.0%+3.0%0.007%
10/6/2025 Baring Financial LLC79,130$4.04M2.8%+2.5%0.045%
10/6/2025 Nilsine Partners LLC102,568$5.24M0.5%+97.6%0.059%
10/2/2025 Capital Asset Advisory Services LLC52,692$2.69M0.1%-3.5%0.030%
9/26/2025Corient Private Wealth LLC106,429$5.43M0.0%-7.9%0.061%
9/25/2025CacheTech Inc.67,046$3.42M0.6%-15.5%0.038%
9/25/2025Adams Wealth Management60,072$3.07M0.6%-24.3%0.034%
9/22/2025Caldwell Trust Co1,252$64K0.0%N/A0.001%
9/19/2025Watts Gwilliam & Co. LLC10,558$538K0.1%-54.3%0.006%
9/4/2025Osaic Holdings Inc.841,342$42.93M0.1%+21.0%0.480%
8/29/2025Centaurus Financial Inc.25,862$1.32M0.1%+12.9%0.015%
8/27/2025Orion Porfolio Solutions LLC24,991$1.28M0.0%-17.0%0.014%
8/26/2025Thrivent Financial for Lutherans68,373$3.49M0.0%-35.4%0.039%
8/20/2025Thompson Davis & CO. Inc.8,650$441K0.2%-15.0%0.005%
8/20/2025Coppell Advisory Solutions LLC5,000$255K0.0%N/A0.003%
8/19/2025B. Riley Wealth Advisors Inc.25,995$1.33M0.1%N/A0.015%
8/19/2025Newbridge Financial Services Group Inc.3,907$199K0.0%N/A0.002%
8/19/2025Advisory Services Network LLC103,553$5.29M0.1%+9.0%0.059%
8/19/2025Hohimer Wealth Management LLC9,491$484K0.1%+2.9%0.005%
8/18/2025Geneos Wealth Management Inc.11,219$572K0.0%-2.8%0.006%
8/18/2025Cunning Capital Partners LP43,000$2.19M1.1%-14.0%0.025%
8/15/2025Semmax Financial Advisors Inc.254,493$12.97M3.3%+3.5%0.145%
8/15/2025Corient Private Wealth LLC106,429$5.43M0.0%-7.9%0.061%
8/15/2025Equitable Holdings Inc.248,416$12.67M0.1%+4.5%0.142%
8/15/2025Captrust Financial Advisors377,052$19.24M0.0%-10.6%0.215%
8/15/2025Two Sigma Securities LLC8,234$420K0.1%N/A0.005%
8/15/2025Snowden Capital Advisors LLC45,718$2.33M0.1%-2.1%0.026%
8/15/2025Orion Porfolio Solutions LLC24,991$1.28M0.0%-17.0%0.014%
8/15/2025Paces Ferry Wealth Advisors LLC135,834$6.93M3.2%+3.8%0.078%
8/15/2025MML Investors Services LLC556,444$28.39M0.1%-20.9%0.318%
8/15/2025Modern Wealth Management LLC4,817$246K0.0%-15.4%0.003%
8/15/2025IHT Wealth Management LLC4,638$237K0.0%+7.0%0.003%
8/15/2025BNP Paribas Financial Markets72,084$3.68M0.0%-8.6%0.041%
8/15/2025Blue Capital Inc.52,847$2.70M1.9%N/A0.030%
8/15/2025Bank of America Corp DE8,799,613$448.96M0.0%-0.7%5.025%
8/15/2025Ameriprise Financial Inc.2,742,216$139.26M0.0%+5.0%1.566%
8/14/2025MGB Wealth Management LLC20,987$1.07M0.4%+4.5%0.012%
8/14/2025Jane Street Group LLC205,374$10.48M0.0%-11.6%0.117%
8/14/2025Ausdal Financial Partners Inc.22,304$1.14M0.1%+30.6%0.013%
8/14/2025Raymond James Financial Inc.1,124,339$57.36M0.0%+13.7%0.642%
8/14/2025Transamerica Financial Advisors LLC53,539$2.73M0.3%+5.8%0.031%
8/14/2025Diversify Wealth Management LLC11,891$606K0.0%+70.3%0.007%
8/14/2025Diversify Advisory Services LLC9,252$471K0.0%-25.8%0.005%
8/14/2025Peapack Gladstone Financial Corp131,824$6.73M0.1%-1.1%0.075%
8/14/2025Main Street Financial Solutions LLC9,203$470K0.0%-4.9%0.005%
8/14/2025Glenview Trust co2,655,067$135.46M2.3%+5.0%1.516%
8/14/2025NewEdge Advisors LLC29,494$1.51M0.0%-32.0%0.017%
8/14/2025Gerber Kawasaki Wealth & Investment Management60,554$3.09M0.1%-2.6%0.035%
8/14/2025Obsidian Personal Planning Solutions LLC150,294$7.67M3.1%+2.1%0.086%
8/14/2025Baker Avenue Asset Management LP391,722$19.99M0.6%+3.6%0.224%
8/14/2025Cary Street Partners Financial LLC186,863$9.53M0.3%-12.0%0.107%
8/14/2025Cerity Partners LLC8,792$449K0.0%-34.8%0.005%
8/13/2025Rosenblum Silverman Sutton S F Inc. CA132,461$6.76M1.6%-5.9%0.076%
8/13/2025StoneX Group Inc.21,529$1.10M0.1%+8.8%0.012%
8/13/2025Flow Traders U.S. LLC16,440$839K0.0%N/A0.009%
8/13/2025SageView Advisory Group LLC25,690$1.31M0.0%+8.4%0.015%
8/13/2025Cresset Asset Management LLC43,578$2.22M0.0%+0.9%0.025%
8/13/2025Royal Fund Management LLC52,262$2.67M0.3%+840.3%0.030%
8/13/2025Baird Financial Group Inc.31,820$1.62M0.0%-16.1%0.018%
8/13/2025Guggenheim Capital LLC315,947$16.12M0.1%+5.6%0.180%
8/13/2025EverSource Wealth Advisors LLC105,321$5.37M0.2%+6.9%0.060%
8/13/2025Trek Financial LLC33,866$1.73M0.1%+80.9%0.019%
8/13/20251832 Asset Management L.P.773,580$39.47M0.0%+3.4%0.442%
8/13/2025Virtus Fixed Income Advisers LLC22,500$1.15M1.0%N/A0.013%
8/13/2025JT Stratford LLC129,534$6.61M1.0%+959.8%0.074%
8/13/2025WCG Wealth Advisors LLC12,732$650K0.0%N/A0.007%
8/13/2025Beacon Pointe Advisors LLC6,093$311K0.0%-4.3%0.003%
8/13/2025D L Carlson Investment Group Inc.4,956$253K0.0%-78.7%0.003%
8/13/2025M&T Bank Corp6,380$326K0.0%-22.6%0.004%
8/13/2025ARK & TLK Investments LLC24,070$1.23M0.4%-9.5%0.014%
8/13/2025Van Hulzen Asset Management LLC4,763$243K0.0%-11.2%0.003%
8/13/2025Willis Johnson & Associates Inc.460,717$23.51M1.6%+1.9%0.263%
8/13/2025Advocacy Wealth Management Services LLC136,197$6.95M0.4%+13.7%0.078%
8/13/2025Edgestream Partners L.P.45,100$2.30M0.1%+122.2%0.026%
8/13/2025VestGen Advisors LLC82,030$4.19M0.2%+15.1%0.047%
8/13/2025Trustmark Bank Trust Department668,097$34.09M2.4%+153.3%0.382%
8/13/2025Legacy Capital Wealth Partners LLC53,696$2.74M0.6%+1.0%0.031%
8/13/2025Colonial Trust Advisors301,320$15.37M1.3%+5.0%0.172%
8/13/2025Quadrature Capital Ltd654,191$33.37M0.6%+15,997.2%0.374%
8/13/2025Scotia Capital Inc.192,857$9.84M0.0%-7.5%0.110%
8/13/2025Northwestern Mutual Wealth Management Co.133,765$6.83M0.0%+62.4%0.076%
8/13/2025Crabel Capital Management LLC39,561$2.02M1.2%+101.2%0.023%
8/13/2025Garner Asset Management Corp5,062$258K0.1%-39.6%0.003%
(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, 767 institutional investors and hedge funds held shares of iShares Floating Rate Bond ETF. The most heavily invested institutionals were Bank of America Corp DE ($448.96M), Northern Trust Corp ($231.28M), LPL Financial LLC ($217.74M), Franklin Resources Inc. ($163.73M), UBS Group AG ($146.00M), Ameriprise Financial Inc. ($139.26M), and Glenview Trust co ($135.46M).Learn more on iShares Floating Rate Bond ETF's institutional investors.

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

Of the 656 institutional investors that purchased iShares Floating Rate Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Demars Financial Group LLC ($38.77M), Proficio Capital Partners LLC ($4.52M), Ameriprise Financial Inc. ($3.55M), Raymond James Financial Inc. ($1.99M), Northern Trust Corp ($1.80M), Franklin Resources Inc. ($1.43M), and LPL Financial LLC ($1.31M).

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

Institutional investors have bought a total of 76,948,390 shares in the last 24 months. This purchase volume represents approximately $3.92B in transactions.

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

Of the 367 institutional investors that sold iShares Floating Rate Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Demars Financial Group LLC ($38.71M), Franklin Resources Inc. ($1.89M), TRUE Private Wealth Advisors ($1.14M), Assetmark Inc. ($615.63K), PNC Financial Services Group Inc. ($511.40K), Northern Trust Corp ($471.01K), and New York Life Investment Management LLC ($463.77K).

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

Institutional investors have sold a total of 52,431,501 shares in the last 24 months. This volume of shares sold represents approximately $2.67B in transactions.



This page (BATS:FLOT) was last updated on 10/14/2025 by MarketBeat.com Staff
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