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iShares Floating Rate Bond ETF (FLOT) Institutional Ownership

iShares Floating Rate Bond ETF logo
$50.96 +0.01 (+0.02%)
As of 08/14/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
398
Total
Institutional Inflows
(last 12 months)
$1.02B
Number of
Institutional Sellers
(last 12 months)
302
Total
Institutional Outflows
(last 12 months)
$507.18M
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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
8/12/2026 Compass Financial Management LLC116,171$5.93M0.7%N/A0.066%
7/10/2026 Buska Wealth Management LLC100,980$5.16M1.9%-21.8%0.058%
7/10/2026 Insight Wealth Strategies LLC86,307$4.39M0.4%+7.4%0.049%
7/10/2026 Clarus Wealth Advisors3,950$201K0.1%N/A0.002%
7/10/2026 FC Advisory LLC165,424$8.45M2.2%+3.6%0.094%
7/10/2026 Redhawk Wealth Advisors Inc.4,349$222K0.0%N/A0.002%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors84,064$4.29M0.5%-15.2%0.048%
7/10/2026 Wealthcare Advisory Partners LLC151,400$7.73M0.1%+12.6%0.086%
7/9/2026 Shira Ridge Wealth Management214,694$10.96M3.8%+16.4%0.123%
7/9/2026 Professional Financial Advisors LLC12,081$617K0.1%-7.9%0.007%
7/9/2026 Focus Financial Network Inc.9,730$497K0.0%-18.1%0.006%
7/9/2026 Vertrix Wealth Management LLC232,862$11.89M4.0%N/A0.133%
7/9/2026 Sax Wealth Advisors LLC222,365$11.33M0.4%-9.2%0.127%
7/9/2026 Windsor Capital Management LLC173,379$8.85M2.3%+0.1%0.099%
7/9/2026 Worth Asset Management LLC34,134$1.74M0.6%+21.5%0.019%
7/8/2026 Beaird Harris Wealth Management LLC26,103$1.33M0.1%-27.3%0.015%
7/8/2026 Chesley Taft & Associates LLC202,885$10.36M0.4%+6.0%0.116%
7/8/2026 Castle Rock Wealth Management LLC114,866$5.85M1.1%-6.9%0.066%
7/8/2026 Elmwood Wealth Management Inc.70,506$3.60M0.9%+7.6%0.040%
7/8/2026 Evanson Financial LLC6,093$311K0.0%N/A0.003%
7/8/2026 Midwest Financial Network LLC9,374$479K0.3%-18.5%0.005%
7/7/2026 Balefire LLC10,298$526K0.1%-15.4%0.006%
7/7/2026 Dynamic Advisor Solutions LLC43,760$2.23M0.1%+11.7%0.025%
7/7/2026 Avior Wealth Management LLC473,378$24.17M0.6%+52.1%0.270%
7/7/2026 Value Investment Professionals LLC6,220$318K0.3%N/A0.004%
7/7/2026 Epiq Partners LLC16,758$855K0.4%+25.4%0.010%
7/7/2026 Waller Financial Planning Group Inc.39,827$2.03M0.4%+2.5%0.023%
7/7/2026 Moulton Wealth Management Inc.200,834$10.22M6.8%+2.2%0.115%
7/6/2026 Bulwark Capital Corp18,757$958K0.5%N/A0.011%
7/6/2026 Private Client Services LLC12,832$655K0.2%+10.7%0.007%
7/6/2026 RDA Financial Network19,511$996K0.2%+38.2%0.011%
6/18/2026Western Wealth Management LLC24,027$1.22M0.0%+14.7%0.014%
6/12/2026 S&A Financial Services Inc.5,123$261K0.2%N/A0.003%
6/8/2026 Pine Valley Investments Ltd Liability Co38,136$1.94M0.1%N/A0.022%
6/4/2026 Midwest Financial Network LLC11,502$586K0.5%-12.5%0.007%
6/3/2026 NewEdge Advisors LLC17,471$890K0.0%-36.7%0.010%
5/28/2026 Blue 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%
5/21/2026 Kensington Asset Management LLC1,524,738$77.69M3.6%+39.9%0.871%
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5/19/2026Western Wealth Management LLC24,027$1.22M0.0%+14.7%0.014%
5/19/2026 Royal 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%
5/19/2026 Arkadios Wealth Advisors57,685$2.94M0.0%+3.3%0.033%
5/18/2026 EverSource 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%
5/15/2026 Gateway Wealth Partners LLC21,520$1.10M0.0%+195.7%0.012%
5/15/2026 Everest Financial Group LLC108,129$5.51M0.9%N/A0.062%
5/15/2026 Mustico Financial Group Inc.8,000$408K0.3%-20.1%0.005%
5/15/2026Waverly Advisors LLC9,148$466K0.0%-82.9%0.005%
5/14/2026 Hilltop Holdings Inc.80,611$4.11M0.4%-37.0%0.046%
5/14/2026 GC Wealth Management RIA LLC4,167$212K0.0%N/A0.002%
5/14/2026 FCA Corp TX132,790$6.77M1.9%+3.9%0.076%
5/14/2026 Compound Planning Inc.148,373$7.56M0.2%+6.9%0.085%
5/14/2026 Keebeck Wealth Management8,047$410K0.0%-3.9%0.005%
5/14/2026 RMG Wealth Management LLC601,090$30.60M3.6%N/A0.343%
5/14/2026 Lido Advisors LLC5,767$294K0.0%N/A0.003%
5/13/2026 Cetera Investment Advisers1,086,284$55.35M0.1%+1.3%0.620%
5/13/2026 Wealthspire Retirement LLC62,165$3.17M0.2%+8.2%0.036%
5/13/2026 Alpha Financial Partners LLC20,362$1.04M0.6%+3.3%0.012%
5/13/2026 Alesco Advisors LLC An ESL Co138,500$7.06M0.2%+60.2%0.079%
5/12/2026 Cascade Wealth Advisors Inc257,928$13.13M5.3%+2.2%0.147%
5/12/2026 CacheTech Inc.27,812$1.42M0.3%-30.9%0.016%
5/12/2026Bellwether Advisors LLC13,668$696K0.1%-2.2%0.008%
5/8/2026 PNC Financial Services Group Inc.2,029,454$103.40M0.1%+12.8%1.159%
5/8/2026 Glenview Trust Co3,130,128$159.48M2.5%+7.4%1.788%
5/8/2026 Alpha Zero LLC226,132$11.52M5.8%+21.9%0.129%
5/7/2026 Beta Wealth Group Inc.7,951$405K0.2%N/A0.005%
5/7/2026 Scarborough Advisors LLC80,393$4.10M0.4%-1.3%0.046%
5/7/2026 Balefire LLC12,177$620K0.1%+18.6%0.007%
5/7/2026 WealthTrust Asset Management LLC89,049$4.54M2.7%-3.6%0.051%
5/7/2026 Paces Ferry Wealth Advisors LLC162,791$8.29M3.4%+6.9%0.093%
5/6/2026 Kesler Norman & Wride LLC125,853$6.41M1.1%+1.3%0.072%
5/6/2026 Modera Wealth Management LLC368,417$18.77M0.2%-5.3%0.210%
5/6/2026 Assetmark Inc.1,965,478$100.14M0.2%+2.4%1.122%
5/6/2026 SteelPeak Wealth LLC20,526$1.05M0.0%+40.9%0.012%
5/6/2026 Independent Financial Group LLC31,273$1.59M0.0%N/A0.018%
5/5/2026 Lane Brothers & Co. Inc.28,106$1.43M1.0%-6.6%0.016%
5/5/2026Mcmorgan & Co. LLC297,261$15.15M2.5%-55.3%0.170%
5/5/2026 D.A. Davidson & CO.68,988$3.52M0.0%+6.1%0.039%
5/5/2026 Midwest Professional Planners LTD.4,044$206K0.0%N/A0.002%
5/5/2026 Bank of New York Mellon Corp12,318$628K0.0%-68.6%0.007%
5/5/2026 Sherman Asset Management Inc.10,233$521K0.5%+35.7%0.006%
5/5/2026 Geneos Wealth Management Inc.4,604$235K0.0%-13.0%0.003%
5/5/2026 Ethos Financial Group LLC12,283$626K0.0%+65.9%0.007%
5/5/2026 Advisors Preferred LLC49,149$2.50M0.4%N/A0.028%
5/5/2026 Opinicus Capital Inc.5,831$297K0.2%-5.6%0.003%
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5/5/2026 Meridian Management Co.4,785$244K0.1%-35.6%0.003%
5/5/2026 Sanctuary Advisors LLC102,532$5.22M0.0%+11.5%0.059%
5/5/2026 Sigma Planning Corp308,804$15.73M0.4%+2.9%0.176%
5/5/2026 Nwam LLC8,668$442K0.0%-31.3%0.005%
5/5/2026 Avantax Planning Partners Inc.9,421$480K0.0%+7.9%0.005%
5/4/2026 Toews Corp ADV41,228$2.10M0.8%-6.8%0.024%
5/4/2026 Bleakley Financial Group LLC71,713$3.65M0.1%+4.3%0.041%
5/4/2026 Principal Financial Group Inc.115,046$5.86M0.0%+212.7%0.066%
5/4/2026 One Wealth Map LLC92,513$4.71M2.1%N/A0.053%
5/4/2026 Y.D. More Investments Ltd29,669$1.51M0.1%+29.8%0.017%


FLOT Institutional Ownership - Frequently Asked Questions

During the previous two years, 771 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 662 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 20,021,287 shares in the last 24 months. This purchase volume represents approximately $1.02B in transactions.

Of the 302 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), JPMorgan Chase & Co. ($559.84K), Envestnet Asset Management Inc. ($490.51K), 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 9,947,974 shares in the last 24 months. This volume of shares sold represents approximately $507.18M in transactions.


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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 8/12/2026. New 13F filings are added each quarter as they're published.
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