iShares Floating Rate Bond EFLOTETF
13F holders, Q2 2026 (June 30)689holders +26
76new positions
53sold out
2famous investors
$51.03avg. 13F price*
At the end of Q2 2026, 689 institutions reported holding iShares Floating Rate Bond E (FLOT) in their 13F filings, up 26 from Q1 2026. 76 opened new positions and 53 sold out. The largest holders were Bank of America Corp. ($436.2M), Ameriprise Financial Inc. ($376.2M) and Morgan Stanley ($336.5M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Floating Rate Bond E
- CUSIP
- 46429B655
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $235.4M |
| Exits | 53 | $83.8M |
All 13F filers, Q1 2026 → Q2 2026: 15,149,764 shares bought and 5,443,411 shares sold, net +9,706,353 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 689 holders
| Bank of America Corp. | 0.03% | Reduce -2.1% | 8,544,057 | $436.2M |
| Ameriprise Financial Inc. | 0.08% | Add +17.4% | 7,372,129 | $376.2M |
| Morgan Stanley | 0.02% | Add +3.0% | 6,592,155 | $336.5M |
| Northern Trust Corp. | 0.03% | Add +5.2% | 5,762,305 | $294.2M |
| LPL Financial LLC | 0.06% | Add +21.7% | 5,466,922 | $279.1M |
| New York Life Investment Management LLC | 1.41% | Add +29.9% | 3,955,418 | $201.9M |
| Wells Fargo & Company | 0.03% | Add +1.3% | 3,520,077 | $179.7M |
| Glenview Trust Co | 2.22% | Add +0.5% | 3,145,977 | $160.6M |
| Franklin Resources Inc. | 0.03% | Add +1.2% | 3,050,266 | $155.7M |
| BlackRock, Inc. | 0.00% | Add +15.7% | 3,039,586 | $155.2M |
| UBS Group AG | 0.02% | Reduce -7.8% | 2,314,490 | $118.2M |
| Hartline Investment Corp./ | 9.62% | Add +53.7% | 2,163,813 | $110.5M |
| Royal Bank of Canada | 0.02% | Add +21.6% | 2,143,534 | $109.4M |
| Kensington Asset Management, LLC | 5.85% | Add +37.8% | 2,101,238 | $107.3M |
| Assetmark, Inc. | 0.18% | Add +6.0% | 2,084,199 | $106.4M |
| PNC Financial Services Group, Inc. | 0.05% | Add +2.3% | 2,075,529 | $106.0M |
| Raymond James Financial Inc. | 0.03% | Add +15.0% | 1,843,094 | $94.1M |
| DAVENPORT & Co LLC | 0.38% | Reduce -0.5% | 1,474,897 | $75.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.0% | 1,354,166 | $69.1M |
| Nomura Asset Management Co. Ltd. | 0.13% | New | 1,226,500 | $62.6M |
| Flputnam Investment Management Co. | 0.67% | Reduce -13.8% | 1,108,482 | $56.6M |
| Cetera Investment Advisers | 0.05% | Reduce -6.8% | 1,011,845 | $51.7M |
| Truist Financial Corp. | 0.06% | Add +0.8% | 1,010,394 | $51.6M |
| Osaic Holdings, Inc. | 0.05% | Add +14.8% | 879,949 | $44.9M |
| Demars Financial Group, LLC | 11.90% | Add +18.9% | 841,052 | $42.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -17.9% | 819,802 | $41.9M |
| Barings LLC | 0.74% | No change | 780,000 | $39.8M |
| Walker Financial Services, Inc. | 11.57% | Add +12.7% | 732,529 | $37.4M |
| LJI Wealth Management, LLC | 5.17% | Add +10.9% | 722,584 | $36.9M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +14.6% | 696,961 | $35.6M |
| RMG Wealth Management LLC | 3.60% | Add +14.0% | 685,102 | $34.9M |
| Destination Wealth Management | 0.81% | Add +0.5% | 681,091 | $34.8M |
| Verdence Capital Advisors LLC | 1.81% | Reduce -12.5% | 675,708 | $34.5M |
| Steward Partners Investment Advisory, LLC | 0.17% | Reduce -40.0% | 666,239 | $34.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +81.0% | 627,723 | $32.0M |
| Focus Partners Wealth | 0.03% | Add +0.3% | 607,692 | $31.0M |
| Commonwealth Equity Services, LLC | 0.04% | Add +12.3% | 597,003 | $30.5M |
| US Bancorp \de | 0.03% | Add +9.7% | 542,453 | $27.7M |
| Towercrest Capital Management | 3.75% | Reduce -1.8% | 527,506 | $26.9M |
| Occidental Asset Management, LLC | 2.64% | Reduce -3.4% | 520,622 | $26.6M |
| LaFleur & Godfrey LLC | 2.94% | Add +4.0% | 484,553 | $24.7M |
| Cape Cod Five Cents Savings Bank | 2.00% | — | 481,741 | $24.6M |
| Avior Wealth Management, LLC | 0.64% | Add +52.1% | 473,378 | $24.2M |
| Mutual Advisors, LLC | 0.45% | Add +1192.9% | 466,052 | $23.8M |
| Stifel Financial Corp. | 0.02% | Add +61.9% | 448,144 | $22.9M |
| McMorgan & Co. LLC | 3.39% | Add +48.5% | 441,517 | $22.5M |
| HighTower Advisors, LLC | 0.02% | Reduce -7.1% | 436,810 | $22.3M |
| Willis Johnson & Associates, Inc. | 1.22% | Add +5.6% | 429,723 | $21.9M |
| United Capital Financial Advisors, LLC | 0.12% | Add +1.9% | 415,334 | $21.2M |
| MML Investors Services, LLC | 0.04% | Add +21.9% | 413,476 | $21.1M |
| DDFG, Inc | 4.13% | New | 406,989 | $20.8M |
| Diversified Portfolios, Inc. | 1.38% | Reduce -5.1% | 373,717 | $19.1M |
| TriaGen Wealth Management LLC | 4.59% | Reduce -47.5% | 358,003 | $18.3M |
| Modera Wealth Management, LLC | 0.19% | Reduce -3.8% | 354,280 | $18.1M |
| Mariner, LLC | 0.02% | Add +7.8% | 351,530 | $17.9M |
| Turning Point Benefit Group, Inc. | 7.69% | Add +145.5% | 350,665 | $17.9M |
| Financial Sense Advisors, Inc. | 3.75% | Reduce -12.7% | 338,106 | $17.3M |
| Allstate Corp. | 0.17% | New | 333,563 | $17.0M |
| Colonial Trust Advisors | 1.10% | Add +9.1% | 309,476 | $15.8M |
| Captrust Financial Advisors | 0.02% | Reduce -7.7% | 309,081 | $15.8M |
| Merit Financial Group, LLC | 0.09% | Add +4.5% | 296,646 | $15.1M |
| Guggenheim Capital LLC | 0.10% | Reduce -0.9% | 293,076 | $15.0M |
| RFG Advisory, LLC | 0.23% | Reduce -9.3% | 288,086 | $14.7M |
| Alpha Zero LLC | 5.56% | Add +27.2% | 287,635 | $14.7M |
| Sigma Planning Corp | 0.37% | Reduce -7.1% | 286,822 | $14.6M |
| Cascade Wealth Advisors, Inc | 5.86% | Add +11.1% | 286,611 | $14.6M |
| Financial Advisory Partners, LLC | 3.77% | Add +7.6% | 282,726 | $14.4M |
| Trustmark Bank Trust Department | 0.83% | Reduce -4.2% | 273,884 | $14.0M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -0.4% | 273,859 | $14.0M |
| Tandem Wealth Advisors LLC | 5.47% | New | 269,317 | $13.7M |
| Alliance Wealth Management Group | 2.67% | Add +0.6% | 268,368 | $13.7M |
| Alesco Advisors, LLC, An ESL Co | 0.31% | Add +91.1% | 264,672 | $13.5M |
| Cibc World Market Inc. | 0.02% | Reduce -13.3% | 264,348 | $13.5M |
| Jane Street Group, LLC | 0.01% | New | 260,824 | $13.3M |
| Huntington National Bank | 0.08% | Add +24.2% | 253,121 | $12.9M |
| WNY Asset Management, LLC | 1.11% | Add +9.5% | 241,923 | $12.4M |
| Bailard, Inc. | 0.25% | New | 240,655 | $12.3M |
| Florida Trust Wealth Management Co | 0.30% | Reduce -10.3% | 237,750 | $12.1M |
| Parsons Capital Management Inc. | 0.54% | Reduce -4.1% | 233,655 | $11.9M |
| Vertrix Wealth Management, LLC | 4.00% | New | 232,862 | $11.9M |
| Investment Planning Advisors, Inc. | 2.75% | Add +9.7% | 232,202 | $11.9M |
| State Farm Mutual Automobile Insurance Co. | 0.01% | Add +47.8% | 222,764 | $11.4M |
| Sax Wealth Advisors, LLC | 0.46% | Reduce -9.2% | 222,365 | $11.3M |
| Crestwood Advisors Group, LLC | 0.16% | Add +3.6% | 216,691 | $11.1M |
| Hoge Financial Services, LLC | 5.27% | Add +1.6% | 215,695 | $11.0M |
| Shira Ridge Wealth Management | 3.82% | Add +16.4% | 214,694 | $11.0M |
| Equitable Holdings, Inc. | 0.07% | Add +11.6% | 214,124 | $10.9M |
| BNP Paribas Financial Markets | 0.01% | Reduce -11.8% | 212,826 | $10.9M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -2.1% | 207,285 | $10.6M |
| Piedmont Capital Management, LLC | 5.26% | Add +4.2% | 204,778 | $10.4M |
| Chesley Taft & Associates LLC | 0.40% | Add +6.0% | 202,885 | $10.4M |
| Cary Street Partners Financial LLC | 0.22% | Add +7.2% | 201,127 | $10.3M |
| Moulton Wealth Management, Inc. | 6.72% | Add +2.2% | 200,834 | $10.2M |
| Scotia Capital Inc. | 0.04% | Add +0.5% | 195,179 | $10.0M |
| Hohimer Wealth Management, LLC | 1.00% | Add +3.4% | 188,578 | $9.6M |
| James Investment Research, Inc. | 0.98% | Reduce -2.3% | 187,968 | $9.6M |
| Single Point Partners, LLC | 1.69% | Add +9.2% | 187,550 | $9.6M |
| CreativeOne Wealth, LLC | 0.20% | Add +11.2% | 184,254 | $9.4M |
| Perennial Advisors, LLC | 1.45% | Add +1.9% | 182,241 | $9.3M |
| Paces Ferry Wealth Advisors, LLC | 3.36% | Add +8.1% | 175,894 | $9.0M |
"% of holder's portfolio" is FLOT's weight in each manager's 13F, not the share of iShares Floating Rate Bond E the manager owns.