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iShares Floating Rate Bond ETF (FLOT) Institutional Ownership

iShares Floating Rate Bond ETF logo
$50.96 +0.04 (+0.08%)
As of 07/6/2026 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)
469
Total
Institutional Inflows
(last 12 months)
$1.33B
Number of
Institutional Sellers
(last 12 months)
375
Total
Institutional Outflows
(last 12 months)
$2.68B
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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
7/6/2026Bulwark Capital Corp18,757$958K0.5%N/A0.011%
7/6/2026Private 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 Company 937,692$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%
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%
5/12/2026Bellwether Advisors LLC13,668$696K0.1%-2.2%0.008%
5/8/2026PNC Financial Services Group Inc.2,029,454$103.40M0.1%+12.8%1.159%
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5/8/2026Glenview Trust Co3,130,128$159.48M2.5%+7.4%1.788%
5/8/2026Alpha Zero LLC226,132$11.52M5.8%+21.9%0.129%
5/7/2026Beta Wealth Group Inc.7,951$405K0.2%N/A0.005%
5/7/2026Scarborough Advisors LLC80,393$4.10M0.4%-1.3%0.046%
5/7/2026Balefire LLC12,177$620K0.1%+18.6%0.007%
5/7/2026WealthTrust Asset Management LLC89,049$4.54M2.7%-3.6%0.051%
5/7/2026Paces Ferry Wealth Advisors LLC162,791$8.29M3.4%+6.9%0.093%
5/6/2026Kesler Norman & Wride LLC125,853$6.41M1.1%+1.3%0.072%
5/6/2026Modera Wealth Management LLC368,417$18.77M0.2%-5.3%0.210%
5/6/2026Assetmark Inc.1,965,478$100.14M0.2%+2.4%1.122%
5/6/2026SteelPeak Wealth LLC20,526$1.05M0.0%+40.9%0.012%
5/6/2026Independent Financial Group LLC31,273$1.59M0.0%N/A0.018%
5/5/2026Lane 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%
5/5/2026D.A. Davidson & CO.68,988$3.52M0.0%+6.1%0.039%
5/5/2026Midwest Professional Planners LTD.4,044$206K0.0%N/A0.002%
5/5/2026Bank of New York Mellon Corp12,318$628K0.0%-68.6%0.007%
5/5/2026Sherman Asset Management Inc.10,233$521K0.5%+35.7%0.006%
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%
5/2/2026Financial Advisory Partners LLC262,648$13.38M3.8%+0.5%0.150%
5/2/2026CAP Partners LLC6,865$350K0.2%-5.8%0.004%
5/2/2026Global Assets Advisory LLC1,472$75K0.0%N/A0.001%
5/2/2026International Assets Investment Management LLC59,256$3.01M0.1%+63.1%0.034%
5/2/2026Diversify Wealth Management LLC15,932$812K0.0%+33.7%0.009%
5/2/2026Towercrest Capital Management537,209$27.37M4.3%-4.6%0.307%
5/2/2026Valmark Advisers Inc.25,217$1.29M0.0%-4.3%0.014%
5/1/2026Welch & Forbes LLC7,350$374K0.0%-3.9%0.004%
5/1/2026Fifth Third Bancorp81,427$4.15M0.0%+3,567.9%0.047%
5/1/2026Sovran Advisors LLC34,895$1.78M0.1%+8.8%0.020%
5/1/2026Rossmore Private Capital3,838$196K0.0%-34.3%0.002%
5/1/2026Signature Resources Capital Management LLC2,960$151K0.1%-62.8%0.002%
5/1/2026Beirne Wealth Consulting Services LLC130,232$6.64M1.9%+11.8%0.074%
5/1/2026DMC Group LLC20,664$1.05M0.7%-1.1%0.012%
4/30/2026GreatBanc Trust CO5,075$259K0.2%-25.2%0.003%
4/30/2026Beacon Financial Group59,810$3.05M0.3%+22.9%0.034%
4/30/2026Kestra Advisory Services LLC275,075$14.02M0.1%-1.7%0.157%
4/30/2026Money Concepts Capital Corp70,763$3.61M0.2%+1,208.2%0.040%
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4/30/2026Summit Portfolio Management LTD.222,056$11.31M7.3%N/A0.127%
4/30/2026Demars Financial Group LLC707,394$36.04M11.9%-1.3%0.404%
4/30/2026Weitzel Financial Services Inc.80,347$4.08M1.5%-1.7%0.046%
4/30/2026Farmers & Merchants Trust Co of Chambersburg PA82,235$4.19M1.1%+28.2%0.047%
4/29/2026Ascent Advisors LLC10,657$540K0.9%N/A0.006%
4/29/2026Penobscot Investment Management Company Inc.173,959$8.86M0.7%+3.9%0.099%
4/29/2026Axxcess Wealth Management LLC69,421$3.54M0.1%+12.0%0.040%
4/29/2026American Wealth Advisors LLC10,604$540K0.6%-8.3%0.006%
4/29/2026Addison Capital Co17,665$900K0.2%+4.7%0.010%
4/29/2026Alliance Wealth Management Group266,777$13.59M3.0%-3.4%0.152%


FLOT Institutional Ownership - Frequently Asked Questions

During the previous two years, 794 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 693 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).

Institutional investors have bought a total of 26,138,667 shares in the last 24 months. This purchase volume represents approximately $1.33B in transactions.

Of the 374 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).

Institutional investors have sold a total of 52,535,325 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 7/7/2026 by MarketBeat.com Staff.
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