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iShares Floating Rate Bond ETF (FLOT) Institutional Ownership

iShares Floating Rate Bond ETF logo
$50.99 0.00 (0.00%)
As of 06/12/2026 04:10 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)
468
Total
Institutional Inflows
(last 12 months)
$1.33B
Number of
Institutional Sellers
(last 12 months)
377
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
6/12/2026S&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%
5/22/2026 WNY Asset Management LLC220,958$11.26M1.2%N/A0.126%
5/22/2026 Wellington Grp LLC1,481$75K0.0%N/A0.001%
5/21/2026 Kensington Asset Management LLC1,524,738$77.69M3.6%+39.9%0.871%
5/19/2026 Western 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%
5/19/2026 Bank of America Corp DE8,730,058$444.80M0.0%-1.4%4.986%
5/19/2026 Centaurus 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%
5/18/2026 Royal Bank of Canada1,762,875$89.82M0.0%-12.3%1.007%
5/16/2026 The Manufacturers Life Insurance Company 937,692$47.78M0.0%N/A0.536%
5/15/2026 Cardiff 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%
5/15/2026 Waverly 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%
5/12/2026 Bellwether 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%
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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%
5/5/2026 Mcmorgan & 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%
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%
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%
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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%


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 26,125,195 shares in the last 24 months. This purchase volume represents approximately $1.33B in transactions.

Of the 377 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 52,589,348 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 6/15/2026 by MarketBeat.com Staff.
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