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iShares Floating Rate Bond ETF (FLOT) Institutional Ownership

iShares Floating Rate Bond ETF logo
$50.92 +0.05 (+0.10%)
Closing price 10/6/2026 04:10 PM Eastern
Extended Trading
$50.94 +0.02 (+0.03%)
As of 10/6/2026 07:30 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 Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for iShares Floating Rate Bond ETF (BATS:FLOT)

Number of
Institutional Buyers
(last 12 months)
403
Total
Institutional Inflows
(last 12 months)
$1.01B
Number of
Institutional Sellers
(last 12 months)
307
Total
Institutional Outflows
(last 12 months)
$520.35M
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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
10/5/2026Tompkins Financial Corp492$25K0.0%N/A0.000%
10/5/2026FC Advisory LLC176,878$9.03M2.4%+6.9%0.101%
10/2/2026 Private Client Services LLC13,256$677K0.2%N/A0.008%
10/1/2026 Coastline Trust Co1,587$81K0.0%N/A0.001%
9/25/2026Atomic Invest LLC958$49K0.0%-17.1%0.001%
9/23/2026Envestnet Portfolio Solutions Inc.9,511$486K0.0%-3.4%0.005%
9/23/2026Envestnet Asset Management Inc.819,802$41.85M0.0%-17.9%0.468%
9/9/2026Van Hulzen Asset Management LLC5,474$279K0.0%+22.8%0.003%
9/9/2026NorthRock Partners LLC53,739$2.74M0.0%-11.6%0.031%
9/9/2026Integrated Wealth Concepts LLC60,717$3.10M0.0%+8.0%0.035%
9/9/2026RFG Advisory LLC288,086$14.71M0.2%-9.4%0.165%
9/9/2026NewEdge Advisors LLC15,102$771K0.0%-13.6%0.009%
9/9/2026IFP Advisors Inc20,396$1.04M0.0%+3.2%0.012%
9/9/2026Baird Financial Group Inc.158,202$8.08M0.0%-1.3%0.090%
9/9/2026XY Planning Network Inc.63,859$3.26M0.4%+30.4%0.036%
9/8/2026Allworth Financial LP53,661$2.74M0.0%-12.0%0.031%
9/8/2026Waverly Advisors LLC10,862$555K0.0%+18.7%0.006%
9/2/2026Allianz Asset Management GmbH31,400$1.60M0.0%-79.7%0.018%
9/2/2026Citadel Advisors LLC162,640$8.30M0.0%N/A0.093%
8/27/2026Corient Private Wealth LP84,993$4.34M0.0%-4.0%0.049%
8/23/2026DMC Group LLC19,124$976K0.7%-7.5%0.011%
8/23/2026Ameritas Advisory Services LLC78,002$3.98M0.1%+42.4%0.045%
8/23/2026Nilsine Partners LLC113,499$5.79M0.4%-4.3%0.065%
8/23/2026Fortitude Advisory Group L.L.C.5,818$297K0.1%-3.5%0.003%
8/23/2026Angeles Wealth Management LLC28,563$1.46M0.1%N/A0.016%
8/22/2026Rose Capital Advisors LLC4,317$220K0.1%N/A0.002%
8/22/2026Compass Financial Management LLC116,171$5.93M0.7%N/A0.066%
8/22/2026TD Waterhouse Canada Inc.2,584$132K0.0%+10.7%0.001%
8/22/2026Concurrent Investment Advisors LLC16,818$859K0.0%+15.2%0.010%
8/21/2026WorthPointe LLC157,654$8.05M1.9%+5.3%0.090%
8/21/2026Continuum Advisory LLC4,765$243K0.0%+10.5%0.003%
8/21/2026Hudson Portfolio Management LLC42,587$2.17M1.6%+3.5%0.024%
8/21/2026Midwest Professional Planners LTD.4,406$225K0.0%+9.0%0.003%
8/21/2026Rinkey Investments12,837$655K0.1%-19.1%0.007%
8/12/2026Compass Financial Management LLC116,171$5.93M0.7%N/A0.066%
7/10/2026Buska Wealth Management LLC100,980$5.16M1.9%-21.8%0.058%
7/10/2026Insight Wealth Strategies LLC86,307$4.39M0.4%+7.4%0.049%
7/10/2026Clarus Wealth Advisors3,950$201K0.1%N/A0.002%
7/10/2026FC Advisory LLC165,424$8.45M2.2%+3.6%0.094%
7/10/2026Redhawk Wealth Advisors Inc.4,349$222K0.0%N/A0.002%
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7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors84,064$4.29M0.5%-15.2%0.048%
7/10/2026Wealthcare Advisory Partners LLC151,400$7.73M0.1%+12.6%0.086%
7/9/2026Shira Ridge Wealth Management214,694$10.96M3.8%+16.4%0.123%
7/9/2026Professional Financial Advisors LLC12,081$617K0.1%-7.9%0.007%
7/9/2026Focus Financial Network Inc.9,730$497K0.0%-18.1%0.006%
7/9/2026Vertrix Wealth Management LLC232,862$11.89M4.0%N/A0.133%
7/9/2026Sax Wealth Advisors LLC222,365$11.33M0.4%-9.2%0.127%
7/9/2026Windsor Capital Management LLC173,379$8.85M2.3%+0.1%0.099%
7/9/2026Worth Asset Management LLC34,134$1.74M0.6%+21.5%0.019%
7/8/2026Beaird Harris Wealth Management LLC26,103$1.33M0.1%-27.3%0.015%
7/8/2026Chesley Taft & Associates LLC202,885$10.36M0.4%+6.0%0.116%
7/8/2026Castle Rock Wealth Management LLC114,866$5.85M1.1%-6.9%0.066%
7/8/2026Elmwood Wealth Management Inc.70,506$3.60M0.9%+7.6%0.040%
7/8/2026Evanson Financial LLC6,093$311K0.0%N/A0.003%
7/8/2026Midwest Financial Network LLC9,374$479K0.3%-18.5%0.005%
7/7/2026Balefire LLC10,298$526K0.1%-15.4%0.006%
7/7/2026Dynamic Advisor Solutions LLC43,760$2.23M0.1%+11.7%0.025%
7/7/2026Avior Wealth Management LLC473,378$24.17M0.6%+52.1%0.270%
7/7/2026Value Investment Professionals LLC6,220$318K0.3%N/A0.004%
7/7/2026Epiq Partners LLC16,758$855K0.4%+25.4%0.010%
7/7/2026Waller Financial Planning Group Inc.39,827$2.03M0.4%+2.5%0.023%
7/7/2026Moulton Wealth Management Inc.200,834$10.22M6.8%+2.2%0.115%
7/6/2026Bulwark Capital Corp18,757$958K0.5%N/A0.011%
7/6/2026 Private Client Services LLC12,832$655K0.2%+10.7%0.007%
7/6/2026RDA Financial Network19,511$996K0.2%+38.2%0.011%
6/18/2026Western Wealth Management LLC24,027$1.22M0.0%+14.7%0.014%
6/12/2026S&A Financial Services Inc.5,123$261K0.2%N/A0.003%
6/8/2026Pine Valley Investments Ltd Liability Co38,136$1.94M0.1%N/A0.022%
6/4/2026Midwest Financial Network LLC11,502$586K0.5%-12.5%0.007%
6/3/2026NewEdge Advisors LLC17,471$890K0.0%-36.7%0.010%
5/28/2026Blue Fin Capital Inc.39,315$2.00M0.3%+7.3%0.022%
5/22/2026WNY Asset Management LLC220,958$11.26M1.2%N/A0.126%
5/22/2026Wellington Grp LLC1,481$75K0.0%N/A0.001%
5/21/2026Kensington Asset Management LLC1,524,738$77.69M3.6%+39.9%0.871%
5/19/2026Western Wealth Management LLC24,027$1.22M0.0%+14.7%0.014%
5/19/2026Royal Fund Management LLC27,127$1.38M0.1%-81.5%0.015%
5/19/2026Bank of America Corp DE8,730,058$444.80M0.0%-1.4%4.986%
5/19/2026Centaurus Financial Inc.24,167$1.23M0.1%-3.6%0.014%
5/19/2026Arkadios Wealth Advisors57,685$2.94M0.0%+3.3%0.033%
5/18/2026EverSource Wealth Advisors LLC69,977$3.57M0.1%-36.2%0.040%
5/18/2026Royal Bank of Canada1,762,875$89.82M0.0%-12.3%1.007%
5/16/2026The Manufacturers Life Insurance Company937,692$47.78M0.0%N/A0.536%
5/15/2026Cardiff Park Advisors LLC13,864$706K0.1%+9.5%0.008%
5/15/2026Gateway Wealth Partners LLC21,520$1.10M0.0%+195.7%0.012%
5/15/2026Everest Financial Group LLC108,129$5.51M0.9%N/A0.062%
5/15/2026Mustico Financial Group Inc.8,000$408K0.3%-20.1%0.005%
5/15/2026Waverly Advisors LLC9,148$466K0.0%-82.9%0.005%
5/14/2026Hilltop Holdings Inc.80,611$4.11M0.4%-37.0%0.046%
5/14/2026GC Wealth Management RIA LLC4,167$212K0.0%N/A0.002%
5/14/2026FCA Corp TX132,790$6.77M1.9%+3.9%0.076%
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5/14/2026Compound Planning Inc.148,373$7.56M0.2%+6.9%0.085%
5/14/2026Keebeck Wealth Management8,047$410K0.0%-3.9%0.005%
5/14/2026RMG Wealth Management LLC601,090$30.60M3.6%N/A0.343%
5/14/2026Lido Advisors LLC5,767$294K0.0%N/A0.003%
5/13/2026Cetera Investment Advisers1,086,284$55.35M0.1%+1.3%0.620%
5/13/2026Wealthspire Retirement LLC62,165$3.17M0.2%+8.2%0.036%
5/13/2026Alpha Financial Partners LLC20,362$1.04M0.6%+3.3%0.012%
5/13/2026Alesco Advisors LLC An ESL Co138,500$7.06M0.2%+60.2%0.079%
5/12/2026Cascade Wealth Advisors Inc257,928$13.13M5.3%+2.2%0.147%
5/12/2026CacheTech Inc.27,812$1.42M0.3%-30.9%0.016%


FLOT Institutional Ownership - Frequently Asked Questions

During the previous two years, 778 institutional investors and hedge funds held shares of iShares Floating Rate Bond ETF. The most heavily invested institutionals were Bank of America Corp DE ($444.80M), Morgan Stanley ($312.09M), Northern Trust Corp ($277.38M), LPL Financial LLC ($211.92M), Wells Fargo & Company MN ($165.51M), Glenview Trust Co ($159.48M), and New York Life Investment Management LLC ($159.37M).Learn more on iShares Floating Rate Bond ETF's institutional investors.

Of the 668 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 ($4.58M), 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).

Institutional investors have bought a total of 19,732,096 shares in the last 24 months. This purchase volume represents approximately $1.01B in transactions.

Of the 307 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: Ameriprise Financial Inc. ($751.00K), Envestnet Asset Management Inc. ($669.81K), JPMorgan Chase & Co. ($559.84K), LPL Financial LLC ($407.02K), Mcmorgan & Co. LLC ($367.80K), Baker Avenue Asset Management LP ($363.92K), and Royal Fund Management LLC ($289.60K).

Institutional investors have sold a total of 10,205,912 shares in the last 24 months. This volume of shares sold represents approximately $520.35M in transactions.


Related Companies

Institutional ownership data for BATS:FLOT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/5/2026. New 13F filings are added each quarter as they're published.
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