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iShares Floating Rate Bond ETF (FLOT) Institutional Ownership

iShares Floating Rate Bond ETF logo
$50.89 +0.03 (+0.06%)
As of 02:08 PM 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)
494
Total
Institutional Inflows
(last 12 months)
$1.56B
Number of
Institutional Sellers
(last 12 months)
389
Total
Institutional Outflows
(last 12 months)
$2.68B
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Skip Chart & View Institutional Buying and Selling Data

FLOT Institutional Buying and Selling by Quarter

iShares Floating Rate Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Geneos Wealth Management Inc.4,604$235K0.0%-13.0%0.003%
5/5/2026Ethos Financial Group LLC12,283$626K0.0%+65.9%0.007%
5/5/2026Advisors Preferred LLC49,149$2.50M0.4%N/A0.028%
5/5/2026Opinicus Capital Inc.5,831$297K0.2%-5.6%0.003%
5/5/2026Meridian Management Co.4,785$244K0.1%-35.6%0.003%
5/5/2026Sanctuary Advisors LLC102,532$5.22M0.0%+11.5%0.059%
5/5/2026Sigma Planning Corp308,804$15.73M0.4%+2.9%0.176%
5/5/2026Nwam LLC8,668$442K0.0%-31.3%0.005%
5/5/2026Avantax Planning Partners Inc.9,421$480K0.0%+7.9%0.005%
5/4/2026Toews Corp ADV41,228$2.10M0.8%-6.8%0.024%
5/4/2026Bleakley Financial Group LLC71,713$3.65M0.1%+4.3%0.041%
5/4/2026Principal Financial Group Inc.115,046$5.86M0.0%+212.7%0.066%
5/4/2026One Wealth Map LLC92,513$4.71M2.1%N/A0.053%
5/4/2026Y.D. More Investments Ltd29,669$1.51M0.1%+29.8%0.017%
5/2/2026 Financial Advisory Partners LLC262,648$13.38M3.8%+0.5%0.150%
5/2/2026 CAP Partners LLC6,865$350K0.2%-5.8%0.004%
5/2/2026 Global Assets Advisory LLC1,472$75K0.0%N/A0.001%
5/2/2026 International Assets Investment Management LLC59,256$3.01M0.1%+63.1%0.034%
5/2/2026 Diversify Wealth Management LLC15,932$812K0.0%+33.7%0.009%
5/2/2026 Towercrest Capital Management537,209$27.37M4.3%-4.6%0.307%
5/2/2026 Valmark Advisers Inc.25,217$1.29M0.0%-4.3%0.014%
5/1/2026 Welch & Forbes LLC7,350$374K0.0%-3.9%0.004%
5/1/2026 Fifth Third Bancorp81,427$4.15M0.0%+3,567.9%0.047%
5/1/2026 Sovran Advisors LLC34,895$1.78M0.1%+8.8%0.020%
5/1/2026 Rossmore Private Capital3,838$196K0.0%-34.3%0.002%
5/1/2026 Signature Resources Capital Management LLC2,960$151K0.1%-62.8%0.002%
5/1/2026 Beirne Wealth Consulting Services LLC130,232$6.64M1.9%+11.8%0.074%
5/1/2026 DMC Group LLC20,664$1.05M0.7%-1.1%0.012%
4/30/2026 GreatBanc Trust CO5,075$259K0.2%-25.2%0.003%
4/30/2026 Beacon Financial Group59,810$3.05M0.3%+22.9%0.034%
4/30/2026 Kestra Advisory Services LLC275,075$14.02M0.1%-1.7%0.157%
4/30/2026 Money Concepts Capital Corp70,763$3.61M0.2%+1,208.2%0.040%
4/30/2026 Summit Portfolio Management LTD.222,056$11.31M7.3%N/A0.127%
4/30/2026 Demars Financial Group LLC707,394$36.04M11.9%-1.3%0.404%
4/30/2026 Weitzel Financial Services Inc.80,347$4.08M1.5%-1.7%0.046%
4/30/2026 Farmers & Merchants Trust Co of Chambersburg PA82,235$4.19M1.1%+28.2%0.047%
4/29/2026 Ascent Advisors LLC10,657$540K0.9%N/A0.006%
4/29/2026 Penobscot Investment Management Company Inc.173,959$8.86M0.7%+3.9%0.099%
4/29/2026 Axxcess Wealth Management LLC69,421$3.54M0.1%+12.0%0.040%
4/29/2026 American Wealth Advisors LLC10,604$540K0.6%-8.3%0.006%
4/29/2026 Addison Capital Co17,665$900K0.2%+4.7%0.010%
4/29/2026 Alliance Wealth Management Group266,777$13.59M3.0%-3.4%0.152%
4/29/2026 Hartline Investment Corp1,407,923$71.73M7.9%-0.7%0.804%
4/29/2026 Integrated Advisors Network LLC17,328$883K0.0%-21.1%0.010%
4/28/2026 Collaborative Fund Advisors LLC39,548$2.02M1.2%N/A0.023%
4/28/2026 Ascentis Independent Advisors69,438$3.54M0.3%+50.1%0.040%
4/28/2026 Stephens Inc. AR12,649$644K0.0%-1.8%0.007%
4/28/2026 Argus Investors Counsel Inc.9,214$469K0.4%-19.8%0.005%
4/28/2026 Wealth Management Resources Inc.28,116$1.43M0.5%-8.6%0.016%
4/28/2026 Evolution Wealth Management Inc.491$25K0.0%N/A0.000%
4/28/2026 WBH Advisory Inc.25,918$1.32M0.1%-1.7%0.015%
4/27/2026 HB Wealth Management LLC9,983$509K0.0%-19.7%0.006%
4/27/2026 Portland Financial Advisors Inc13,787$702K1.5%+5.3%0.008%
4/27/2026 PFG Investments LLC20,707$1.06M0.0%-10.6%0.012%
4/27/2026 World Investment Advisors12,575$641K0.0%+5.2%0.007%
4/27/2026 Boyd Watterson Asset Management LLC OH1,361$69K0.0%-17.0%0.001%
4/27/2026 Private Advisor Group LLC82,335$4.20M0.0%-5.9%0.047%
4/25/2026 Blue Capital Inc.70,574$3.60M2.3%+33.2%0.040%
4/25/2026 Patten Group Inc.4,003$204K0.0%-19.0%0.002%
4/25/2026 Keybank National Association OH7,884$402K0.0%-36.9%0.005%
4/24/2026 Capital Asset Advisory Services LLC55,296$2.81M0.1%+2.7%0.032%
4/24/2026 James Investment Research Inc.192,447$9.81M1.1%-3.6%0.110%
4/24/2026 Impact Partnership Wealth LLC33,731$1.72M0.2%+14.9%0.019%
4/23/2026 Investment Planning Advisors Inc.211,765$10.79M3.0%N/A0.121%
4/23/2026 Bigelow Investment Advisors LLC36,588$1.86M0.7%-5.6%0.021%
4/23/2026 Continuum Advisory LLC4,311$220K0.0%-8.1%0.002%
4/23/2026 Apollon Wealth Management LLC11,783$600K0.0%-93.9%0.007%
4/23/2026 Vicus Capital24,923$1.27M0.1%-71.4%0.014%
4/23/2026 Orange Investment Advisors Inc.173,356$8.83M1.1%+5.8%0.099%
4/22/2026 Ifrah Financial Services Inc.183,986$9.37M2.5%-16.7%0.105%
4/22/2026 Princeton Global Asset Management LLC68,791$3.51M0.6%+6.0%0.039%
4/22/2026 Janney Montgomery Scott LLC58,167$2.96M0.0%-30.6%0.033%
4/22/2026 Harbor Asset Planning Inc.19,945$1.02M0.9%-11.5%0.011%
4/22/2026 Union Bancaire Privee UBP SA4,306$215K0.0%-23.8%0.002%
4/22/2026 Narus Financial Partners LLC4,512$230K0.1%+7.1%0.003%
4/21/2026 Powers Advisory Group LLC83,364$4.25M1.5%+22.3%0.048%
4/21/2026 First United Bank & Trust13,465$686K0.2%-33.1%0.008%
4/21/2026 Independent Wealth Network Inc.42,741$2.18M0.6%-1.7%0.024%
4/21/2026 Grey Ledge Advisors LLC143,506$7.31M1.7%-23.0%0.082%
4/21/2026 Hoge Financial Services LLC212,275$10.82M5.8%+9.4%0.121%
4/21/2026 Fiduciary Alliance LLC14,756$750K0.0%-11.9%0.008%
4/20/2026 Kestra Private Wealth Services LLC62,089$3.16M0.0%-5.6%0.035%
4/20/2026 Breakwater Capital Group4,356$222K0.0%-15.4%0.002%
4/20/2026 Greenup Street Wealth Management LLC28,958$1.48M0.2%+8.2%0.017%
4/20/2026 Blue Trust Inc.2,037$104K0.0%+83.2%0.001%
4/20/2026 RFG Advisory LLC317,813$16.19M0.3%+5.5%0.182%
4/18/2026 CENTRAL TRUST Co24,523$1.25M0.0%+19.9%0.014%
4/17/2026 Forbes Financial Planning Inc.152,334$7.76M4.5%+9.1%0.087%
4/17/2026 Essex Bank5,165$263K0.1%-4.5%0.003%
4/17/2026 Worth Asset Management LLC28,094$1.43M0.5%N/A0.016%
4/17/2026 AdvisorNet Financial Inc68,110$3.47M0.2%-2.1%0.039%
4/17/2026 Outlook Wealth Advisors LLC35,020$1.78M0.4%-1.3%0.020%
4/17/2026 Summit Wealth Partners LLC5,119$261K0.0%+27.8%0.003%
4/17/2026 Webster Bank N. A.29,096$1.48M0.1%-9.3%0.017%
4/17/2026 Ocean Park Asset Management LLC122,500$6.24M0.3%-10.8%0.070%
4/17/2026 Brookstone Capital Management65,246$3.32M0.0%+3.9%0.037%
4/16/2026 Ballast Rock Private Wealth LLC19,018$969K0.5%+6.7%0.011%
4/16/2026 Founders Financial Securities LLC9,970$507K0.0%-14.8%0.006%
4/16/2026 Thompson Davis & CO. Inc.7,499$382K0.3%-6.4%0.004%
4/15/2026 Nations Financial Group Inc. IA ADV13,229$674K0.0%-4.2%0.008%


FLOT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FLOT shares?

During the previous two years, 793 institutional investors and hedge funds held shares of iShares Floating Rate Bond ETF. The most heavily invested institutionals were Bank of America Corp DE ($452.06M), Morgan Stanley ($312.09M), Northern Trust Corp ($277.38M), LPL Financial LLC ($211.92M), Wells Fargo & Company MN ($165.51M), New York Life Investment Management LLC ($159.37M), and Franklin Resources Inc. ($154.94M).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 692 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 ($38.74M), Proficio Capital Partners LLC ($4.67M), Raymond James Financial Inc. ($2.05M), Ameriprise Financial Inc. ($1.75M), Franklin Resources Inc. ($1.50M), Hartline Investment Corp ($1.41M), and Northern Trust Corp ($1.29M).

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

Institutional investors have bought a total of 30,514,935 shares in the last 24 months. This purchase volume represents approximately $1.56B in transactions.

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

Of the 387 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 ($38.77M), TRUE Private Wealth Advisors ($843.71K), Ameriprise Financial Inc. ($751.00K), Envestnet Asset Management Inc. ($719.53K), JPMorgan Chase & Co. ($559.84K), New York Life Investment Management LLC ($463.77K), and LPL Financial LLC ($407.02K).

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

Institutional investors have sold a total of 52,622,338 shares in the last 24 months. This volume of shares sold represents approximately $2.68B in transactions.


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This page (BATS:FLOT) was last updated on 5/5/2026 by MarketBeat.com Staff.
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