iShares Floating Rate Bond EFLOTETF
13F holders, Q1 2025 (March 31)659holders +1
55new positions
48sold out
2famous investors
$51.03avg. 13F price*
At the end of Q1 2025, 659 institutions reported holding iShares Floating Rate Bond E (FLOT) in their 13F filings, up 1 from Q4 2024. 55 opened new positions and 48 sold out. The largest holders were Bank of America Corp. ($452.5M), Morgan Stanley ($278.1M) and Northern Trust Corp. ($231.3M). 2 famous investors held it, including Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Floating Rate Bond E
- CUSIP
- 46429B655
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $135.5M |
| Exits | 48 | $42.7M |
All 13F filers, Q4 2024 → Q1 2025: 17,347,333 shares bought and 3,616,813 shares sold, net +13,730,520 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 659 holders
| Bank of America Corp. | 0.04% | Add +12.4% | 8,863,379 | $452.5M |
| Morgan Stanley | 0.02% | Add +13.5% | 5,446,909 | $278.1M |
| Northern Trust Corp. | 0.03% | Add +11.0% | 4,530,501 | $231.3M |
| LPL Financial LLC | 0.08% | Add +20.0% | 4,265,149 | $217.7M |
| Wells Fargo & Company | 0.04% | Add +15.1% | 3,059,303 | $156.2M |
| BlackRock, Inc. | 0.00% | Reduce -4.5% | 3,007,457 | $153.5M |
| New York Life Investment Management LLC | 1.53% | Reduce -4.0% | 2,934,473 | $149.8M |
| Franklin Resources Inc. | 0.04% | Add +2.2% | 2,895,327 | $147.8M |
| UBS Group AG | 0.03% | Add +7.2% | 2,692,838 | $137.5M |
| Ameriprise Financial Inc. | 0.04% | Add +143.4% | 2,611,975 | $133.0M |
| Glenview Trust Co | 2.51% | Add +4.0% | 2,529,427 | $129.1M |
| Royal Bank of Canada | 0.03% | Add +59.0% | 2,351,795 | $120.1M |
| Envestnet Asset Management Inc. | 0.04% | Add +16.5% | 2,188,432 | $111.7M |
| Renaissance Technologies | 0.17% | Add +24.7% | 2,184,300 | $111.5M |
| Assetmark, Inc. | 0.28% | Add +3.5% | 2,016,732 | $103.0M |
| PNC Financial Services Group, Inc. | 0.05% | Add +3.1% | 1,981,408 | $101.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -3.4% | 1,366,506 | $69.8M |
| DAVENPORT & Co LLC | 0.40% | Add +3.6% | 1,330,362 | $67.9M |
| Flputnam Investment Management Co. | 1.13% | Add +3.0% | 1,182,988 | $60.4M |
| Cetera Investment Advisers | 0.11% | Add +15.4% | 1,156,821 | $59.1M |
| Truist Financial Corp. | 0.09% | Add +7.8% | 1,110,508 | $56.7M |
| Raymond James Financial Inc. | 0.02% | Add +14.7% | 988,851 | $50.5M |
| Haverford Trust Co | 0.50% | Reduce -6.0% | 974,716 | $49.8M |
| Hartline Investment Corp./ | 6.41% | Add +30.4% | 940,534 | $48.0M |
| TRUE Private Wealth Advisors | 5.46% | Add +7.4% | 879,848 | $44.9M |
| Schroder Investment Management Group | 0.04% | New | 851,628 | $43.5M |
| Barings LLC | 1.01% | Reduce -10.3% | 780,000 | $39.8M |
| Demars Financial Group, LLC | 16.75% | Add +3.4% | 773,271 | $39.5M |
| Verdence Capital Advisors LLC | 2.97% | Add +1841.4% | 761,857 | $38.9M |
| 1832 Asset Management L.P. | 0.07% | Reduce -0.2% | 748,495 | $38.2M |
| Diversified Portfolios, Inc. | 3.95% | Add +14.9% | 736,398 | $37.6M |
| MML Investors Services, LLC | 0.12% | Add +4.2% | 703,906 | $35.9M |
| Osaic Holdings, Inc. | 0.08% | Add +18.0% | 695,359 | $35.5M |
| NorthCoast Asset Management LLC | 0.16% | Add +10.7% | 623,289 | $31.8M |
| HighTower Advisors, LLC | 0.04% | Add +30.1% | 605,132 | $30.9M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +56.0% | 603,413 | $30.8M |
| Occidental Asset Management, LLC | 4.22% | Add +91.7% | 547,540 | $28.0M |
| Towercrest Capital Management | 5.12% | Reduce -19.4% | 528,216 | $27.0M |
| Atria Wealth Solutions, Inc. | 0.32% | Add +43.1% | 525,021 | $26.8M |
| Destination Wealth Management | 0.80% | Add +3.8% | 498,251 | $25.4M |
| OneDigital Investment Advisors LLC | 0.28% | Add +49.5% | 454,800 | $23.2M |
| Modera Wealth Management, LLC | 0.31% | Reduce -6.3% | 452,864 | $23.1M |
| Willis Johnson & Associates, Inc. | 1.75% | Add +5.9% | 452,046 | $23.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.1% | 451,446 | $23.0M |
| Cape Cod Five Cents Savings Bank | 2.02% | No change | 432,756 | $22.1M |
| Florida Trust Wealth Management Co | 0.70% | Add +414.9% | 423,038 | $21.6M |
| Captrust Financial Advisors | 0.05% | Add +1.0% | 421,984 | $21.5M |
| Stifel Financial Corp. | 0.02% | Add +2.0% | 390,332 | $19.9M |
| Sei Investments Co. | 0.03% | New | 382,699 | $19.5M |
| Commonwealth Equity Services, LLC | 0.03% | Add +5.7% | 379,082 | $19.4M |
| Baker Avenue Asset Management, LP | 0.60% | Add +2400.1% | 378,107 | $19.3M |
| Comerica Bank | 0.08% | Add +0.5% | 365,793 | $18.7M |
| Sigma Planning Corp | 0.57% | Add +42.7% | 351,431 | $17.9M |
| LJI Wealth Management, LLC | 3.56% | Add +4.2% | 350,600 | $17.9M |
| Mariner, LLC | 0.03% | Reduce -3.1% | 344,491 | $17.6M |
| Cwm, LLC | 0.07% | Reduce -2.6% | 340,213 | $17.4M |
| RFG Advisory, LLC | 0.46% | Add +32.8% | 330,973 | $16.9M |
| LaFleur & Godfrey LLC | 2.29% | Add +67.6% | 329,986 | $16.8M |
| US Bancorp \de | 0.02% | Add +12.1% | 314,216 | $16.0M |
| Citadel Advisors | 0.02% | New | 309,140 | $15.8M |
| Avior Wealth Management, LLC | 0.60% | Add +50.3% | 308,977 | $15.8M |
| Guggenheim Capital LLC | 0.14% | Add +11.1% | 299,108 | $15.3M |
| Cibc World Market Inc. | 0.03% | Add +71.7% | 294,067 | $15.0M |
| Colonial Trust Advisors | 1.30% | Add +18.0% | 287,014 | $14.7M |
| Capital Market Strategies LLC | 9.72% | Add +3.0% | 283,641 | $14.5M |
| Integrated Wealth Concepts LLC | 0.17% | Add +39.4% | 281,114 | $14.4M |
| National Bank of Canada | 0.02% | Add +40.5% | 278,861 | $14.2M |
| Proficio Capital Partners LLC | 1.10% | Add +23.1% | 279,383 | $14.2M |
| McMorgan & Co. LLC | 2.18% | Reduce -61.9% | 266,757 | $13.6M |
| Trustmark Bank Trust Department | 1.00% | Add +3.8% | 263,729 | $13.5M |
| Cascade Wealth Advisors, Inc | 9.05% | Add +0.3% | 258,269 | $13.1M |
| United Capital Financial Advisors, LLC | 0.11% | Add +62.5% | 255,406 | $13.0M |
| Betterment LLC | 0.03% | Add +13.8% | 245,106 | $12.5M |
| Semmax Financial Advisors Inc. | 3.38% | Add +6.0% | 245,876 | $12.5M |
| Alliance Wealth Management Group | 3.31% | Reduce -2.7% | 240,784 | $12.3M |
| Equitable Holdings, Inc. | 0.12% | Add +47.4% | 237,789 | $12.1M |
| Nutshell Asset Management Ltd | 6.24% | Add +33.5% | 234,552 | $12.0M |
| Jane Street Group, LLC | 0.02% | Add +1308.4% | 232,325 | $11.9M |
| Prime Capital Investment Advisors, LLC | 0.14% | Add +906.3% | 231,569 | $11.8M |
| Mutual Advisors, LLC | 0.34% | Reduce -7.8% | 230,424 | $11.7M |
| Ifrah Financial Services, Inc. | 3.34% | Add +3.9% | 227,452 | $11.6M |
| Moulton Wealth Management, Inc. | 8.32% | Add +54.1% | 213,726 | $10.9M |
| Cary Street Partners Financial LLC | 0.34% | Add +6.3% | 212,380 | $10.8M |
| Scotia Capital Inc. | 0.06% | Reduce -3.8% | 208,452 | $10.6M |
| Sierra Capital LLC | 1.17% | Add +9.3% | 189,817 | $9.7M |
| Clarus Wealth Advisors | 5.03% | Add +3372.4% | 185,946 | $9.4M |
| Apollon Wealth Management, LLC | 0.20% | Add +0.2% | 177,585 | $9.1M |
| Buska Wealth Management, LLC | 2.83% | Add +12.6% | 177,101 | $9.0M |
| CreativeOne Wealth, LLC | 0.27% | Reduce -3.0% | 174,764 | $8.9M |
| Private Advisor Group, LLC | 0.05% | Add +36.0% | 171,359 | $8.7M |
| Parsons Capital Management Inc. | 0.48% | Add +51.0% | 171,208 | $8.7M |
| Castle Rock Wealth Management, LLC | 2.35% | Reduce -4.2% | 171,128 | $8.7M |
| Windsor Capital Management, LLC | 2.63% | Add +1.0% | 168,099 | $8.6M |
| Ashton Thomas Private Wealth, LLC | 0.33% | Add +1063.1% | 166,507 | $8.5M |
| Perennial Advisors, LLC | 1.66% | Add +11.3% | 163,200 | $8.3M |
| Financial Sense Advisors, Inc. | 2.38% | Add +96.6% | 162,935 | $8.3M |
| Piedmont Capital Management, LLC | 5.94% | Add +3.7% | 164,919 | $8.3M |
| Integrated Advisors Network LLC | 0.42% | Add +1095.7% | 162,000 | $8.3M |
| James Investment Research, Inc. | 1.04% | Add +5.8% | 160,377 | $8.2M |
| Hoge Financial Services, LLC | 5.70% | Add +6.8% | 159,686 | $8.2M |
"% 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.