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iShares Floating Rate Bond ETF (FLOT) Institutional Ownership

iShares Floating Rate Bond ETF logo
$50.88 -0.11 (-0.21%)
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Institutional Ownership Changes (13F Filings) for iShares Floating Rate Bond ETF (BATS:FLOT)

Number of
Institutional Buyers
(last 12 months)
512
Total
Institutional Inflows
(last 12 months)
$3.88B
Number of
Institutional Sellers
(last 12 months)
364
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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025Osaic Holdings Inc.841,342$42.93M0.1%+21.0%0.480%
8/29/2025Centaurus Financial Inc.25,862$1.32M0.1%+12.9%0.015%
8/27/2025Orion Porfolio Solutions LLC24,991$1.28M0.0%-17.0%0.014%
8/26/2025Thrivent Financial for Lutherans68,373$3.49M0.0%-35.4%0.039%
8/20/2025Thompson Davis & CO. Inc.8,650$441K0.2%-15.0%0.005%
8/20/2025Coppell Advisory Solutions LLC5,000$255K0.0%N/A0.003%
8/19/2025B. Riley Wealth Advisors Inc.25,995$1.33M0.1%N/A0.015%
8/19/2025Newbridge Financial Services Group Inc.3,907$199K0.0%N/A0.002%
8/19/2025Advisory Services Network LLC103,553$5.29M0.1%+9.0%0.059%
8/19/2025Hohimer Wealth Management LLC9,491$484K0.1%+2.9%0.005%
8/18/2025Geneos Wealth Management Inc.11,219$572K0.0%-2.8%0.006%
8/18/2025Cunning Capital Partners LP43,000$2.19M1.1%-14.0%0.025%
8/15/2025Semmax Financial Advisors Inc.254,493$12.97M3.3%+3.5%0.145%
8/15/2025Corient Private Wealth LLC106,429$5.43M0.0%-7.9%0.061%
8/15/2025Equitable Holdings Inc.248,416$12.67M0.1%+4.5%0.142%
8/15/2025Captrust Financial Advisors377,052$19.24M0.0%-10.6%0.215%
8/15/2025Two Sigma Securities LLC8,234$420K0.1%N/A0.005%
8/15/2025Snowden Capital Advisors LLC45,718$2.33M0.1%-2.1%0.026%
8/15/2025Orion Porfolio Solutions LLC24,991$1.28M0.0%-17.0%0.014%
8/15/2025Paces Ferry Wealth Advisors LLC135,834$6.93M3.2%+3.8%0.078%
8/15/2025MML Investors Services LLC556,444$28.39M0.1%-20.9%0.318%
8/15/2025Modern Wealth Management LLC4,817$246K0.0%-15.4%0.003%
8/15/2025IHT Wealth Management LLC4,638$237K0.0%+7.0%0.003%
8/15/2025BNP Paribas Financial Markets72,084$3.68M0.0%-8.6%0.041%
8/15/2025Blue Capital Inc.52,847$2.70M1.9%N/A0.030%
8/15/2025Bank of America Corp DE8,799,613$448.96M0.0%-0.7%5.025%
8/15/2025Ameriprise Financial Inc.2,742,216$139.26M0.0%+5.0%1.566%
8/14/2025MGB Wealth Management LLC20,987$1.07M0.4%+4.5%0.012%
8/14/2025Jane Street Group LLC205,374$10.48M0.0%-11.6%0.117%
8/14/2025Ausdal Financial Partners Inc.22,304$1.14M0.1%+30.6%0.013%
8/14/2025Raymond James Financial Inc.1,124,339$57.36M0.0%+13.7%0.642%
8/14/2025Transamerica Financial Advisors LLC53,539$2.73M0.3%+5.8%0.031%
8/14/2025Diversify Wealth Management LLC11,891$606K0.0%+70.3%0.007%
8/14/2025Diversify Advisory Services LLC9,252$471K0.0%-25.8%0.005%
8/14/2025Peapack Gladstone Financial Corp131,824$6.73M0.1%-1.1%0.075%
8/14/2025Main Street Financial Solutions LLC9,203$470K0.0%-4.9%0.005%
8/14/2025Glenview Trust co2,655,067$135.46M2.3%+5.0%1.516%
8/14/2025NewEdge Advisors LLC29,494$1.51M0.0%-32.0%0.017%
8/14/2025Gerber Kawasaki Wealth & Investment Management60,554$3.09M0.1%-2.6%0.035%
8/14/2025Obsidian Personal Planning Solutions LLC150,294$7.67M3.1%+2.1%0.086%
8/14/2025Baker Avenue Asset Management LP391,722$19.99M0.6%+3.6%0.224%
8/14/2025Cary Street Partners Financial LLC186,863$9.53M0.3%-12.0%0.107%
8/14/2025Cerity Partners LLC8,792$449K0.0%-34.8%0.005%
8/13/2025Rosenblum Silverman Sutton S F Inc. CA132,461$6.76M1.6%-5.9%0.076%
8/13/2025StoneX Group Inc.21,529$1.10M0.1%+8.8%0.012%
8/13/2025Flow Traders U.S. LLC16,440$839K0.0%N/A0.009%
8/13/2025SageView Advisory Group LLC25,690$1.31M0.0%+8.4%0.015%
8/13/2025Cresset Asset Management LLC43,578$2.22M0.0%+0.9%0.025%
8/13/2025Royal Fund Management LLC52,262$2.67M0.3%+840.3%0.030%
8/13/2025Baird Financial Group Inc.31,820$1.62M0.0%-16.1%0.018%
8/13/2025Guggenheim Capital LLC315,947$16.12M0.1%+5.6%0.180%
8/13/2025EverSource Wealth Advisors LLC105,321$5.37M0.2%+6.9%0.060%
8/13/2025Trek Financial LLC33,866$1.73M0.1%+80.9%0.019%
8/13/20251832 Asset Management L.P.773,580$39.47M0.0%+3.4%0.442%
8/13/2025Virtus Fixed Income Advisers LLC22,500$1.15M1.0%N/A0.013%
8/13/2025JT Stratford LLC129,534$6.61M1.0%+959.8%0.074%
8/13/2025WCG Wealth Advisors LLC12,732$650K0.0%N/A0.007%
8/13/2025Beacon Pointe Advisors LLC6,093$311K0.0%-4.3%0.003%
8/13/2025D L Carlson Investment Group Inc.4,956$253K0.0%-78.7%0.003%
8/13/2025M&T Bank Corp6,380$326K0.0%-22.6%0.004%
8/13/2025ARK & TLK Investments LLC24,070$1.23M0.4%-9.5%0.014%
8/13/2025Van Hulzen Asset Management LLC4,763$243K0.0%-11.2%0.003%
8/13/2025Willis Johnson & Associates Inc.460,717$23.51M1.6%+1.9%0.263%
8/13/2025Advocacy Wealth Management Services LLC136,197$6.95M0.4%+13.7%0.078%
8/13/2025Edgestream Partners L.P.45,100$2.30M0.1%+122.2%0.026%
8/13/2025VestGen Advisors LLC82,030$4.19M0.2%+15.1%0.047%
8/13/2025Trustmark Bank Trust Department668,097$34.09M2.4%+153.3%0.382%
8/13/2025Legacy Capital Wealth Partners LLC53,696$2.74M0.6%+1.0%0.031%
8/13/2025Colonial Trust Advisors301,320$15.37M1.3%+5.0%0.172%
8/13/2025Quadrature Capital Ltd654,191$33.37M0.6%+15,997.2%0.374%
8/13/2025Scotia Capital Inc.192,857$9.84M0.0%-7.5%0.110%
8/13/2025Northwestern Mutual Wealth Management Co.133,765$6.83M0.0%+62.4%0.076%
8/13/2025Crabel Capital Management LLC39,561$2.02M1.2%+101.2%0.023%
8/13/2025Garner Asset Management Corp5,062$258K0.1%-39.6%0.003%
8/13/2025Choreo LLC7,926$404K0.0%+6.9%0.005%
8/12/2025J.W. Cole Advisors Inc.110,940$5.66M0.1%+18.4%0.063%
8/12/2025SlateStone Wealth LLC28,710$1.47M0.1%+4.9%0.016%
8/12/2025Laurel Wealth Advisors LLC163,673$8.35M0.0%+5,002.0%0.093%
8/12/2025XTX Topco Ltd9,949$508K0.0%-11.6%0.006%
8/12/2025Steward Partners Investment Advisory LLC154,827$7.90M0.1%+24.6%0.088%
8/12/2025Weitzel Financial Services Inc.80,667$4.11M1.7%-1.6%0.046%
8/12/2025Jaffetilchin Investment Partners LLC29,273$1.49M0.1%-4.8%0.017%
8/12/2025Insigneo Advisory Services LLC89,466$4.57M0.4%+399.2%0.051%
8/12/2025CreativeOne Wealth LLC184,507$9.41M0.2%+5.6%0.105%
8/12/2025Global Retirement Partners LLC41,467$2.12M0.1%N/A0.024%
8/12/2025TCP Asset Management LLC20,198$1.03M0.2%-4.4%0.012%
8/12/2025Waterloo Capital L.P.118,331$6.04M0.5%+2.4%0.068%
8/12/2025Pettyjohn Wood & White Inc.11,141$568K0.1%-4.9%0.006%
8/12/2025Tableaux LLC24,046$1.32M0.1%+135.4%0.014%
8/12/2025Franklin Resources Inc.3,209,096$163.73M0.0%+10.8%1.833%
8/12/2025Archer Investment Corp1,441$74K0.0%-20.3%0.001%
8/12/2025White Pine Capital LLC82,125$4.19M1.3%+16.3%0.047%
8/12/2025JPMorgan Chase & Co.1,474,559$75.23M0.0%+7.9%0.842%
8/12/2025Weaver Consulting Group129,608$6.61M1.8%+4.1%0.074%
8/12/2025NFP Retirement Inc.32,927$1.68M0.1%N/A0.019%
8/11/2025Outlook Wealth Advisors LLC36,370$1.86M0.5%-0.8%0.021%
8/11/2025TRUE Private Wealth Advisors56,681$2.89M0.3%-93.6%0.032%
8/11/2025Traub Capital Management LLC15,570$794K0.7%N/A0.009%
8/11/2025Diversified Portfolios Inc.500,985$25.56M2.4%-32.0%0.286%
8/11/2025Sierra Capital LLC203,962$10.41M1.2%+7.5%0.116%
(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, 769 institutional investors and hedge funds held shares of iShares Floating Rate Bond ETF. The most heavily invested institutionals were Bank of America Corp DE ($448.96M), Northern Trust Corp ($231.28M), LPL Financial LLC ($217.74M), Franklin Resources Inc. ($163.73M), UBS Group AG ($146.00M), Ameriprise Financial Inc. ($139.26M), and Glenview Trust co ($135.46M).Learn more on iShares Floating Rate Bond ETF's institutional investors.

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

Of the 659 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 ($38.77M), Proficio Capital Partners LLC ($4.52M), Ameriprise Financial Inc. ($3.55M), Raymond James Financial Inc. ($1.99M), Northern Trust Corp ($1.80M), Franklin Resources Inc. ($1.43M), and LPL Financial LLC ($1.31M).

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

Institutional investors have bought a total of 76,166,112 shares in the last 24 months. This purchase volume represents approximately $3.88B in transactions.

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

Of the 364 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 ($38.71M), Franklin Resources Inc. ($1.89M), TRUE Private Wealth Advisors ($1.14M), Assetmark Inc. ($615.63K), PNC Financial Services Group Inc. ($511.40K), Northern Trust Corp ($471.01K), and New York Life Investment Management LLC ($463.77K).

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

Institutional investors have sold a total of 52,544,991 shares in the last 24 months. This volume of shares sold represents approximately $2.68B in transactions.



This page (BATS:FLOT) was last updated on 9/9/2025 by MarketBeat.com Staff
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