iShares Floating Rate Bond EFLOTETF
13F holders, Q2 2025 (June 30)677holders +18
61new positions
47sold out
1famous investor
$50.99avg. 13F price*
At the end of Q2 2025, 677 institutions reported holding iShares Floating Rate Bond E (FLOT) in their 13F filings, up 18 from Q1 2025. 61 opened new positions and 47 sold out. The largest holders were Bank of America Corp. ($449.0M), Morgan Stanley ($290.0M) and Northern Trust Corp. ($235.4M). One famous investor held it Jim Simons / Peter Brown (0.1% of Renaissance Technologies'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $55.9M |
| Exits | 47 | $138.9M |
All 13F filers, Q1 2025 → Q2 2025: 6,747,627 shares bought and 9,928,662 shares sold, net −3,181,035 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 677 holders
| Bank of America Corp. | 0.04% | Reduce -0.7% | 8,799,613 | $449.0M |
| Morgan Stanley | 0.02% | Add +4.4% | 5,684,973 | $290.0M |
| Northern Trust Corp. | 0.03% | Add +1.8% | 4,612,954 | $235.4M |
| LPL Financial LLC | 0.08% | Add +8.0% | 4,605,228 | $235.0M |
| Franklin Resources Inc. | 0.04% | Add +10.8% | 3,209,096 | $163.7M |
| Wells Fargo & Company | 0.03% | Add +0.6% | 3,076,260 | $157.0M |
| BlackRock, Inc. | 0.00% | Reduce -8.8% | 2,742,513 | $139.9M |
| Ameriprise Financial Inc. | 0.03% | Add +5.0% | 2,742,216 | $139.3M |
| Glenview Trust Co | 2.34% | Add +5.0% | 2,655,067 | $135.5M |
| UBS Group AG | 0.03% | Reduce -6.8% | 2,508,797 | $128.0M |
| New York Life Investment Management LLC | 1.18% | Reduce -15.8% | 2,470,705 | $126.1M |
| Royal Bank of Canada | 0.02% | Reduce -16.6% | 1,960,948 | $100.0M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -10.5% | 1,959,410 | $99.8M |
| PNC Financial Services Group, Inc. | 0.06% | Reduce -4.5% | 1,892,809 | $96.6M |
| Assetmark, Inc. | 0.22% | Reduce -9.4% | 1,827,837 | $93.3M |
| JPMorgan Chase & Co. | 0.01% | Add +7.9% | 1,474,559 | $75.2M |
| Renaissance Technologies | 0.09% | Reduce -36.9% | 1,378,385 | $70.3M |
| DAVENPORT & Co LLC | 0.38% | Add +2.0% | 1,356,721 | $69.2M |
| Cetera Investment Advisers | 0.11% | Add +5.6% | 1,221,144 | $62.3M |
| Flputnam Investment Management Co. | 1.06% | Add +2.7% | 1,215,366 | $62.0M |
| Raymond James Financial Inc. | 0.02% | Add +13.7% | 1,124,339 | $57.4M |
| Truist Financial Corp. | 0.08% | Reduce -5.1% | 1,054,300 | $53.8M |
| Haverford Trust Co | 0.43% | Reduce -8.8% | 888,666 | $45.3M |
| Hartline Investment Corp./ | 4.96% | Reduce -9.8% | 848,010 | $43.3M |
| Osaic Holdings, Inc. | 0.08% | Add +21.0% | 841,342 | $42.9M |
| Verdence Capital Advisors LLC | 2.92% | Add +10.2% | 839,303 | $42.8M |
| Barings LLC | 0.95% | No change | 780,000 | $39.8M |
| 1832 Asset Management L.P. | 0.07% | Add +3.4% | 773,580 | $39.5M |
| Demars Financial Group, LLC | 14.97% | Reduce -1.2% | 764,071 | $39.0M |
| Trustmark Bank Trust Department | 2.35% | Add +153.3% | 668,097 | $34.1M |
| Quadrature Capital Ltd | 0.57% | Add +15997.2% | 654,191 | $33.4M |
| NorthCoast Asset Management LLC | 0.14% | Add +0.5% | 626,276 | $32.0M |
| HighTower Advisors, LLC | 0.04% | Reduce -3.7% | 582,622 | $29.7M |
| MML Investors Services, LLC | 0.08% | Reduce -20.9% | 556,444 | $28.4M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Reduce -13.3% | 522,976 | $26.7M |
| Destination Wealth Management | 0.77% | Add +3.2% | 514,361 | $26.2M |
| WNY Asset Management, LLC | 2.84% | Add +435.2% | 504,956 | $25.8M |
| Towercrest Capital Management | 4.60% | Reduce -4.4% | 504,762 | $25.8M |
| Occidental Asset Management, LLC | 3.53% | Reduce -8.4% | 501,737 | $25.6M |
| Diversified Portfolios, Inc. | 2.44% | Reduce -32.0% | 500,985 | $25.6M |
| RMG Wealth Management LLC | 3.73% | — | 475,573 | $24.3M |
| McMorgan & Co. LLC | 3.54% | Add +76.3% | 470,409 | $24.0M |
| National Bank of Canada | 0.03% | Add +67.6% | 467,331 | $23.8M |
| Willis Johnson & Associates, Inc. | 1.60% | Add +1.9% | 460,717 | $23.5M |
| Cape Cod Five Cents Savings Bank | 2.02% | No change | 432,756 | $22.1M |
| Modera Wealth Management, LLC | 0.27% | Reduce -5.1% | 429,690 | $21.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -6.1% | 423,777 | $21.6M |
| Commonwealth Equity Services, LLC | 0.03% | Add +7.0% | 405,533 | $20.7M |
| Florida Trust Wealth Management Co | 0.62% | Reduce -5.9% | 397,908 | $20.3M |
| Baker Avenue Asset Management, LP | 0.57% | Add +3.6% | 391,722 | $20.0M |
| Stifel Financial Corp. | 0.02% | Reduce -3.3% | 377,295 | $19.2M |
| Captrust Financial Advisors | 0.04% | Reduce -10.7% | 377,052 | $19.2M |
| Comerica Bank | 0.07% | Add +1.2% | 370,096 | $18.9M |
| LJI Wealth Management, LLC | 3.23% | Add +3.6% | 363,351 | $18.5M |
| OneDigital Investment Advisors LLC | 0.20% | Reduce -23.7% | 347,073 | $17.7M |
| LaFleur & Godfrey LLC | 2.21% | Add +5.1% | 346,876 | $17.7M |
| Sigma Planning Corp | 0.53% | Reduce -1.8% | 344,972 | $17.6M |
| Cwm, LLC | 0.06% | Add +0.8% | 343,039 | $17.5M |
| US Bancorp \de | 0.02% | Add +8.7% | 341,412 | $17.4M |
| Guggenheim Capital LLC | 0.13% | Add +5.6% | 315,947 | $16.1M |
| Mariner, LLC | 0.02% | Reduce -11.8% | 303,840 | $15.5M |
| Colonial Trust Advisors | 1.27% | Add +5.0% | 301,320 | $15.4M |
| Kensington Asset Management, LLC | 1.13% | Add +85.2% | 293,483 | $15.0M |
| RFG Advisory, LLC | 0.33% | Reduce -16.3% | 277,120 | $14.1M |
| Atria Wealth Solutions, Inc. | 0.31% | Reduce -49.4% | 265,710 | $13.6M |
| Mutual Advisors, LLC | 0.33% | Add +13.8% | 262,224 | $13.4M |
| Capital Market Strategies LLC | 9.07% | Reduce -10.3% | 254,422 | $13.0M |
| Semmax Financial Advisors Inc. | 3.34% | Add +3.5% | 254,493 | $13.0M |
| Equitable Holdings, Inc. | 0.10% | Add +4.5% | 248,416 | $12.7M |
| Avior Wealth Management, LLC | 0.43% | Reduce -21.4% | 242,992 | $12.4M |
| Integrated Wealth Concepts LLC | 0.12% | Reduce -14.9% | 239,094 | $12.2M |
| Betterment LLC | 0.03% | Reduce -5.4% | 231,854 | $11.8M |
| Ifrah Financial Services, Inc. | 3.17% | Reduce -0.1% | 227,282 | $11.6M |
| Financial Advisory Partners, LLC | 3.64% | Add +64.9% | 227,156 | $11.6M |
| Alliance Wealth Management Group | 2.95% | Reduce -5.8% | 226,944 | $11.6M |
| Buska Wealth Management, LLC | 3.02% | Add +22.2% | 216,341 | $11.0M |
| Jane Street Group, LLC | 0.02% | Reduce -11.6% | 205,374 | $10.5M |
| Sierra Capital LLC | 1.20% | Add +7.5% | 203,962 | $10.4M |
| Cascade Wealth Advisors, Inc | 5.62% | Reduce -24.4% | 195,318 | $10.0M |
| United Capital Financial Advisors, LLC | 0.08% | Reduce -24.2% | 193,690 | $9.9M |
| Scotia Capital Inc. | 0.05% | Reduce -7.5% | 192,857 | $9.8M |
| Moulton Wealth Management, Inc. | 7.41% | Reduce -9.9% | 192,592 | $9.8M |
| Private Advisor Group, LLC | 0.05% | Add +9.7% | 187,981 | $9.6M |
| Kestra Advisory Services, LLC | 0.05% | Add +60.4% | 187,510 | $9.6M |
| Cary Street Partners Financial LLC | 0.27% | Reduce -12.0% | 186,863 | $9.5M |
| CreativeOne Wealth, LLC | 0.25% | Add +5.6% | 184,507 | $9.4M |
| Clarus Wealth Advisors | 4.33% | Reduce -1.1% | 183,834 | $9.4M |
| Apollon Wealth Management, LLC | 0.18% | Add +1.0% | 179,327 | $9.1M |
| Parsons Capital Management Inc. | 0.56% | Add +3.5% | 177,234 | $9.0M |
| Piedmont Capital Management, LLC | 4.98% | Add +2.4% | 168,878 | $8.6M |
| Hoge Financial Services, LLC | 5.33% | Add +4.9% | 167,485 | $8.6M |
| James Investment Research, Inc. | 1.02% | Add +4.6% | 167,700 | $8.6M |
| Windsor Capital Management, LLC | 2.49% | Reduce -0.5% | 167,264 | $8.5M |
| Prime Capital Investment Advisors, LLC | 0.11% | Reduce -29.1% | 164,134 | $8.4M |
| Chesley Taft & Associates LLC | 0.37% | Add +5.0% | 162,235 | $8.3M |
| Perennial Advisors, LLC | 1.53% | Reduce -1.4% | 160,979 | $8.2M |
| Castle Rock Wealth Management, LLC | 1.90% | Reduce -6.9% | 159,273 | $8.1M |
| Ashton Thomas Private Wealth, LLC | 0.28% | Reduce -5.1% | 158,066 | $8.1M |
| WESCAP Management Group, Inc. | 1.80% | Reduce -1.0% | 155,327 | $7.9M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +24.6% | 154,827 | $7.9M |
"% 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.