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iShares Floating Rate Bond ETF (FLOT) Institutional Ownership

iShares Floating Rate Bond ETF logo
$51.04 +0.07 (+0.13%)
Closing price 02/21/2025 03:59 PM Eastern
Extended Trading
$51.06 +0.02 (+0.03%)
As of 02/21/2025 08:00 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 Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
434
Total
Institutional Inflows
(last 12 months)
$3.27B
Number of
Institutional Sellers
(last 12 months)
304
Total
Institutional Outflows
(last 12 months)
$630.61M
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FLOT Institutional Buying and Selling by Quarter

iShares Floating Rate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/21/2025Ascent Group LLC5,343$272K0.0%-7.5%0.004%
2/21/2025WNY Asset Management LLC19,713$1.00M0.1%+19.8%0.014%
2/21/2025Perennial Advisors LLC146,627$7.46M1.6%N/A0.102%
2/20/2025Revisor Wealth Management LLC4,310$219K0.2%N/A0.003%
2/18/2025 Wick Capital Partners LLC4,390$223K0.1%N/A0.003%
2/18/2025 Blue Fin Capital Inc.25,505$1.30M0.2%+2.1%0.018%
2/18/2025 Novem Group9,715$494K0.1%N/A0.007%
2/18/2025 Focus Partners Advisor Solutions LLC5,107$260K0.0%-66.7%0.004%
2/18/2025 First Heartland Consultants Inc.10,867$553K0.1%+27.6%0.008%
2/18/2025 Continuum Advisory LLC2,443$124K0.0%+11.6%0.002%
2/18/2025 Glen Eagle Advisors LLC2,990$152K0.0%+100.7%0.002%
2/17/2025 US Financial Advisors LLC85,571$4.35M1.3%+4.6%0.060%
2/17/2025 Weitzel Financial Services Inc.81,483$4.15M2.0%-1.0%0.057%
2/17/2025 Willis Johnson & Associates Inc.427,040$21.73M1.7%+2.6%0.297%
2/17/2025 Snowden Capital Advisors LLC48,235$2.45M0.1%+0.7%0.034%
2/17/2025 Royal Bank of Canada1,479,443$75.28M0.0%-2.3%1.030%
2/17/2025 Obsidian Personal Planning Solutions LLC143,056$7.31M3.5%+5.1%0.100%
2/17/2025 Mmbg Investment Advisors CO.15,000$763K0.1%-10.2%0.010%
2/17/2025 Logan Capital Management Inc.807$41K0.0%+67.4%0.001%
2/17/2025 LRI Investments LLC1,285$65K0.0%-20.4%0.001%
2/17/2025 Guardian Wealth Advisors LLC NC45,494$2.32M0.2%+7.2%0.032%
2/17/2025 Focus Partners Wealth12,199$621K0.0%+54.2%0.008%
2/17/2025 Forefront Analytics LLC25,034$1.27M0.6%+105.4%0.017%
2/17/2025 Fairview Capital Investment Management LLC106,640$5.43M0.3%+486.3%0.074%
2/17/2025 Fiduciary Trust Co30,537$1.55M0.0%+0.8%0.021%
2/17/2025 EP Wealth Advisors LLC8,042$409K0.0%-6.6%0.006%
2/17/2025 Eagle Global Advisors LLC48,928$2.49M0.1%+4.9%0.034%
2/17/2025 Colonial Trust Co SC111,474$5.67M0.8%+4.0%0.078%
2/17/2025 Crabel Capital Management LLC21,351$1.09M3.5%-20.2%0.015%
2/17/2025 Cresset Asset Management LLC42,919$2.18M0.0%+1.4%0.030%
2/17/2025 Cetera Investment Advisers1,002,596$51.01M0.1%+17.8%0.698%
2/17/2025 Blue Capital Inc.54,999$2.80M2.0%N/A0.038%
2/17/2025 Captrust Financial Advisors417,865$21.26M0.1%+8.1%0.291%
2/17/2025 Cary Street Partners Financial LLC199,746$10.16M0.3%N/A0.139%
2/17/2025 Baird Financial Group Inc.58,913$3.00M0.0%+5.3%0.041%
2/17/2025 Bank of America Corp DE7,888,150$401.35M0.0%+3.9%5.493%
2/17/2025 BNP Paribas Financial Markets123,392$6.28M0.0%-45.6%0.086%
2/17/2025 Ameriprise Financial Inc.1,073,049$54.64M0.0%+8.0%0.747%
2/17/2025 Ancora Advisors LLC3,603$183K0.0%-13.4%0.003%
2/17/2025 Advocacy Wealth Management Services LLC100,099$5.09M0.4%-14.5%0.070%
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2/14/2025 Mercer Global Advisors Inc. ADV85,630$4.36M0.0%+68.2%0.060%
2/14/2025 Jane Street Group LLC16,496$839K0.0%-90.3%0.011%
2/14/2025 Westbourne Investments Inc.28,280$1.44M0.8%N/A0.020%
2/14/2025 Wick Capital Partners LLC3,249$165K0.0%N/A0.002%
2/14/2025 Comerica Bank364,164$18.53M0.1%-0.8%0.254%
2/14/2025 Northern Trust Corp4,083,058$207.75M0.0%-10.3%2.843%
2/14/2025 Gerber Kawasaki Wealth & Investment Management40,962$2.08M0.1%-7.1%0.029%
2/14/2025 Kovitz Investment Group Partners LLC563,239$28.66M0.1%-3.4%0.392%
2/14/2025 Integrated Wealth Concepts LLC201,725$10.26M0.1%-12.0%0.140%
2/14/2025 Banco Bilbao Vizcaya Argentaria S.A.263,970$13.52M0.1%+10.2%0.184%
2/14/2025 Syon Capital LLC24,177$1.23M0.1%+5.9%0.017%
2/14/2025 MGO One Seven LLC63,418$3.23M0.1%-4.4%0.044%
2/14/2025 Hsbc Holdings PLC376,729$19.17M0.0%-6.0%0.262%
2/14/2025 IHT Wealth Management LLC5,502$280K0.0%-17.5%0.004%
2/14/2025 Stifel Financial Corp382,713$19.47M0.0%-9.7%0.267%
2/14/2025 OneDigital Investment Advisors LLC304,264$15.48M0.2%-4.3%0.212%
2/14/2025 Vectors Research Management LLC4,348$221K0.1%-89.3%0.003%
2/14/2025 TD Waterhouse Canada Inc.1,945$99K0.0%-34.7%0.001%
2/14/2025 Transce3nd LLC864$44K0.0%N/A0.001%
2/14/2025 Mcmorgan & Co. LLC700,442$35.64M5.5%+145.5%0.488%
2/14/2025 MML Investors Services LLC675,651$34.38M0.1%+2.5%0.471%
2/14/2025 Concourse Financial Group Securities Inc.20,069$1.02M0.1%+134.3%0.014%
2/14/2025 Cadence Bank116,462$5.93M0.4%+38.9%0.081%
2/13/2025 Demars Financial Group LLC38,039,428$1.94B6.0%+5,019.0%26.490%
2/13/2025 NewEdge Advisors LLC54,291$2.76M0.0%-23.8%0.038%
2/13/2025 Main Street Financial Solutions LLC9,368$477K0.0%+2.3%0.007%
2/13/2025 Regal Investment Advisors LLC88,980$4.53M0.3%+6.8%0.062%
2/13/2025 United Capital Financial Advisors LLC157,140$8.00M0.1%-11.3%0.109%
2/13/2025 Adams Wealth Management63,397$3.23M0.6%+244.1%0.044%
2/13/2025 Kane Investment Management Inc.17,374$884K0.5%N/A0.012%
2/13/2025 Guggenheim Capital LLC269,287$13.70M0.1%+18.9%0.188%
2/13/2025 XTX Topco Ltd4,589$233K0.0%N/A0.003%
2/13/2025 Belpointe Asset Management LLC26,314$1.34M0.1%+4.7%0.018%
2/13/2025 CreativeOne Wealth LLC180,120$9.17M0.3%-4.5%0.125%
2/13/2025 Mariner LLC355,502$18.09M0.0%+8.8%0.248%
2/13/2025 Trustmark National Bank Trust Department254,011$12.92M1.0%-61.8%0.177%
2/13/2025 SageView Advisory Group LLC13,033$663K0.0%+167.8%0.009%
2/13/2025 Synovus Financial Corp23,473$1.19M0.0%+6.1%0.016%
2/13/2025 Hudson Portfolio Management LLC58,701$2.99M2.9%-1.2%0.041%
2/13/2025 Rockefeller Capital Management L.P.144,076$7.33M0.0%-2.9%0.100%
2/13/2025 NFP Retirement Inc.4,391$223K0.0%N/A0.003%
2/13/2025 Prepared Retirement Institute LLC17,671$899K0.5%-13.1%0.012%
2/13/2025 Jaffetilchin Investment Partners LLC30,549$1.55M0.1%+1.4%0.021%
2/13/2025 Colonial Trust Advisors243,175$12.37M1.1%+2.1%0.169%
2/13/2025 Cunning Capital Partners LP41,000$2.09M1.3%+24.2%0.029%
2/13/2025 Scotia Capital Inc.216,602$11.02M0.1%-7.0%0.151%
2/13/2025 TRUE Private Wealth Advisors819,028$41.67M5.1%-3.3%0.570%
2/13/2025 Raymond James Financial Inc.862,087$43.86M0.0%N/A0.600%
2/13/2025 Advisory Services Network LLC89,834$4.57M0.1%+8.1%0.063%
2/13/2025 Renaissance Technologies LLC1,751,300$89.11M0.1%+6.9%1.220%
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2/13/2025 Bank of Montreal Can31,689$1.61M0.0%-44.3%0.022%
2/13/2025 Cerity Partners LLC12,548$638K0.0%+103.9%0.009%
2/13/2025 Trek Financial LLC125,665$6.39M0.5%+153.0%0.088%
2/13/2025 Waterloo Capital L.P.107,930$5.49M0.6%-11.1%0.075%
2/13/2025 Peapack Gladstone Financial Corp138,255$7.03M0.1%-2.3%0.096%
2/13/2025 Darden Wealth Group Inc72,878$3.71M2.5%-0.3%0.051%
2/13/2025 Nutshell Asset Management Ltd175,711$8.94M5.6%N/A0.122%
2/13/2025 Envestnet Asset Management Inc.1,877,960$95.55M0.0%+3.9%1.308%
2/13/2025 Wells Fargo & Company MN2,658,917$135.29M0.0%+21.5%1.852%
2/13/2025 Rosenblum Silverman Sutton S F Inc. CA136,035$6.92M1.7%-0.8%0.095%
(Data available from 1/1/2016 forward)

FLOT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FLOT shares?

During the previous two years, 772 institutional investors and hedge funds held shares of iShares Floating Rate Bond ETF. The most heavily invested institutionals were Demars Financial Group LLC ($1.94B), Bank of America Corp DE ($401.35M), Northern Trust Corp ($207.75M), LPL Financial LLC ($180.91M), New York Life Investment Management LLC ($155.45M), UBS Group AG ($146.00M), and Franklin Resources Inc. ($144.14M).Learn more on FLOT's institutional investors.

Which institutional investors have been buying iShares Floating Rate Bond ETF stock?

Of the 621 institutional investors that purchased iShares Floating Rate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Demars Financial Group LLC ($37.35M), Bank Julius Baer & Co. Ltd Zurich ($7.48M), Proficio Capital Partners LLC ($4.47M), New York Life Investment Management LLC ($3.07M), Providence Capital Advisors LLC ($1.99M), Ameriprise Financial Inc. ($1.88M), and Northern Trust Corp ($1.76M).

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

Institutional investors have bought a total of 100,373,002 shares in the last 24 months. This purchase volume represents approximately $5.10B in transactions.

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

Of the 504 institutional investors that sold iShares Floating Rate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Franklin Resources Inc. ($2.03M), Envestnet Asset Management Inc. ($1.51M), PNC Financial Services Group Inc. ($1.47M), UBS Group AG ($1.17M), Osaic Holdings Inc. ($1.14M), Advocacy Wealth Management Services LLC ($1.14M), and Bank of America Corp DE ($1.13M).

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

Institutional investors have sold a total of 35,793,964 shares in the last 24 months. This volume of shares sold represents approximately $1.82B in transactions.



This page (BATS:FLOT) was last updated on 2/22/2025 by MarketBeat.com Staff
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