iShares Floating Rate Bond EFLOTETF
13F holders, Q3 2025 (September 30)649holders −28
47new positions
70sold out
1famous investor
$50.95avg. 13F price*
At the end of Q3 2025, 649 institutions reported holding iShares Floating Rate Bond E (FLOT) in their 13F filings, down 28 from Q2 2025. 47 opened new positions and 70 sold out. The largest holders were Bank of America Corp. ($452.1M), Morgan Stanley ($309.8M) and Northern Trust Corp. ($256.5M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $76.0M |
| Exits | 70 | $103.5M |
All 13F filers, Q2 2025 → Q3 2025: 10,047,246 shares bought and 8,336,040 shares sold, net +1,711,206 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 649 holders
| Bank of America Corp. | 0.03% | Add +0.6% | 8,849,172 | $452.1M |
| Morgan Stanley | 0.02% | Add +6.7% | 6,065,125 | $309.8M |
| Northern Trust Corp. | 0.03% | Add +8.9% | 5,021,597 | $256.5M |
| LPL Financial LLC | 0.07% | Reduce -0.7% | 4,573,821 | $233.7M |
| Wells Fargo & Company | 0.03% | Add +4.8% | 3,222,843 | $164.6M |
| New York Life Investment Management LLC | 1.38% | Add +24.6% | 3,077,751 | $157.2M |
| Franklin Resources Inc. | 0.04% | Reduce -7.1% | 2,980,175 | $152.2M |
| BlackRock, Inc. | 0.00% | Add +6.8% | 2,928,681 | $149.6M |
| Glenview Trust Co | 2.23% | Add +3.9% | 2,757,420 | $140.9M |
| UBS Group AG | 0.02% | Reduce -5.6% | 2,367,268 | $120.9M |
| Ameriprise Financial Inc. | 0.02% | Reduce -27.4% | 1,991,221 | $101.7M |
| PNC Financial Services Group, Inc. | 0.06% | Add +4.8% | 1,983,792 | $101.3M |
| Royal Bank of Canada | 0.02% | Add +0.7% | 1,975,119 | $100.9M |
| Assetmark, Inc. | 0.20% | Add +0.7% | 1,839,990 | $94.0M |
| Flputnam Investment Management Co. | 1.23% | Add +32.9% | 1,614,802 | $82.5M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -25.0% | 1,468,904 | $75.0M |
| DAVENPORT & Co LLC | 0.38% | Add +1.8% | 1,380,504 | $70.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.0% | 1,194,638 | $61.0M |
| Raymond James Financial Inc. | 0.02% | Add +5.4% | 1,185,018 | $60.5M |
| Hartline Investment Corp./ | 6.18% | Add +36.7% | 1,159,242 | $59.2M |
| Cetera Investment Advisers | 0.07% | Reduce -7.3% | 1,132,260 | $57.8M |
| Kensington Asset Management, LLC | 3.34% | Add +271.4% | 1,089,966 | $55.7M |
| Truist Financial Corp. | 0.07% | Reduce -2.1% | 1,031,911 | $52.7M |
| Steward Partners Investment Advisory, LLC | 0.28% | Add +517.6% | 956,296 | $48.9M |
| Trustmark Bank Trust Department | 3.15% | Add +42.2% | 950,297 | $48.5M |
| Osaic Holdings, Inc. | 0.06% | Add +5.8% | 890,506 | $45.5M |
| Renaissance Technologies | 0.06% | Reduce -38.4% | 849,051 | $43.4M |
| 1832 Asset Management L.P. | 0.07% | Add +1.7% | 786,383 | $40.2M |
| Barings LLC | 0.78% | No change | 780,000 | $39.9M |
| Verdence Capital Advisors LLC | 2.25% | Reduce -8.6% | 766,815 | $39.1M |
| Demars Financial Group, LLC | 13.19% | Reduce -2.5% | 745,104 | $38.1M |
| Financial Sense Advisors, Inc. | 7.43% | Add +772.5% | 707,462 | $36.1M |
| WNY Asset Management, LLC | 3.07% | Add +23.6% | 624,333 | $31.9M |
| NorthCoast Asset Management LLC | 0.12% | Reduce -3.1% | 607,095 | $31.0M |
| Occidental Asset Management, LLC | 3.83% | Add +18.9% | 596,689 | $30.5M |
| HighTower Advisors, LLC | 0.03% | Reduce -3.6% | 561,528 | $28.7M |
| McMorgan & Co. LLC | 4.41% | Add +19.1% | 560,175 | $28.6M |
| Towercrest Capital Management | 4.57% | Add +10.5% | 557,715 | $28.5M |
| Destination Wealth Management | 0.78% | Add +7.3% | 551,683 | $28.2M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +3.5% | 541,057 | $27.6M |
| RMG Wealth Management LLC | 3.66% | Add +7.1% | 509,191 | $26.0M |
| LJI Wealth Management, LLC | 4.52% | Add +39.3% | 506,209 | $25.9M |
| Willis Johnson & Associates, Inc. | 1.56% | Add +7.3% | 494,284 | $25.3M |
| US Bancorp \de | 0.03% | Add +34.4% | 458,988 | $23.4M |
| Diversified Portfolios, Inc. | 2.07% | Reduce -8.5% | 458,406 | $23.4M |
| Walker Financial Services, Inc. | 8.73% | New | 439,420 | $22.4M |
| Cape Cod Five Cents Savings Bank | 2.02% | No change | 432,756 | $22.1M |
| MML Investors Services, LLC | 0.06% | Reduce -24.1% | 422,301 | $21.6M |
| Modera Wealth Management, LLC | 0.24% | Reduce -3.8% | 413,176 | $21.1M |
| Commonwealth Equity Services, LLC | 0.03% | Add +1.0% | 409,490 | $20.9M |
| LaFleur & Godfrey LLC | 2.39% | Add +11.3% | 386,179 | $19.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -9.4% | 383,835 | $19.6M |
| Ocean Park Asset Management, LLC | 0.79% | New | 374,000 | $19.1M |
| Baker Avenue Asset Management, LP | 0.46% | Reduce -4.9% | 372,700 | $19.0M |
| Comerica Bank | 0.07% | Add +0.3% | 371,276 | $19.0M |
| Cwm, LLC | 0.05% | Reduce -1.6% | 337,512 | $17.2M |
| Florida Trust Wealth Management Co | 0.48% | Reduce -16.4% | 332,715 | $17.0M |
| Sigma Planning Corp | 0.47% | Reduce -7.2% | 320,042 | $16.3M |
| Royal Fund Management, LLC | 1.95% | Add +506.0% | 316,728 | $16.2M |
| Guggenheim Capital LLC | 0.12% | Reduce -0.4% | 314,543 | $16.1M |
| Captrust Financial Advisors | 0.03% | Reduce -17.5% | 311,007 | $15.9M |
| Mariner, LLC | 0.02% | Add +1.8% | 309,246 | $15.8M |
| National Bank of Canada | 0.02% | Reduce -34.6% | 305,551 | $15.6M |
| Stifel Financial Corp. | 0.01% | Reduce -20.2% | 301,231 | $15.4M |
| Colonial Trust Advisors | 1.11% | Reduce -6.3% | 282,379 | $14.4M |
| RFG Advisory, LLC | 0.29% | Reduce -0.1% | 276,921 | $14.1M |
| Alliance Wealth Management Group | 3.09% | Add +19.9% | 272,062 | $13.9M |
| Equitable Holdings, Inc. | 0.09% | Reduce -1.0% | 245,908 | $12.6M |
| Cascade Wealth Advisors, Inc | 6.19% | Add +26.3% | 246,710 | $12.6M |
| BNP Paribas Financial Markets | 0.01% | Add +234.9% | 241,439 | $12.3M |
| Avior Wealth Management, LLC | 0.40% | Reduce -1.2% | 240,024 | $12.3M |
| Financial Advisory Partners, LLC | 3.49% | Add +3.1% | 234,114 | $12.0M |
| Ifrah Financial Services, Inc. | 2.87% | Reduce -4.8% | 216,370 | $11.1M |
| Private Advisor Group, LLC | 0.05% | Add +11.7% | 209,883 | $10.7M |
| Betterment LLC | 0.02% | Reduce -9.6% | 209,620 | $10.7M |
| TriaGen Wealth Management LLC | 2.76% | Add +683.2% | 207,041 | $10.6M |
| Scotia Capital Inc. | 0.04% | Add +6.7% | 205,736 | $10.5M |
| Parsons Capital Management Inc. | 0.59% | Add +14.7% | 203,199 | $10.4M |
| Sierra Capital LLC | 1.09% | Reduce -4.8% | 194,103 | $9.9M |
| Buska Wealth Management, LLC | 2.94% | Reduce -11.4% | 191,772 | $9.8M |
| Moulton Wealth Management, Inc. | 7.08% | Reduce -1.1% | 190,557 | $9.7M |
| OneDigital Investment Advisors LLC | 0.10% | Reduce -45.3% | 189,896 | $9.7M |
| CreativeOne Wealth, LLC | 0.23% | Reduce -1.8% | 181,250 | $9.3M |
| Apollon Wealth Management, LLC | 0.16% | Add +0.9% | 180,981 | $9.2M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -4.2% | 179,736 | $9.2M |
| Cary Street Partners Financial LLC | 0.24% | Reduce -4.8% | 177,929 | $9.1M |
| Turning Point Benefit Group, Inc. | 5.48% | Add +74.9% | 178,420 | $9.1M |
| Cadence Bank | 0.55% | Add +20.5% | 177,059 | $9.0M |
| Capital Advisory Group Advisory Services, LLC | 2.80% | Add +27.3% | 176,076 | $9.0M |
| Piedmont Capital Management, LLC | 4.75% | Add +4.6% | 176,707 | $9.0M |
| Hoge Financial Services, LLC | 5.12% | Add +4.3% | 174,670 | $8.9M |
| Alpha Zero LLC | 5.13% | Add +16.8% | 173,433 | $8.9M |
| Grey Ledge Advisors, LLC | 2.00% | Add +18.7% | 172,615 | $8.8M |
| Windsor Capital Management, LLC | 2.39% | Add +1.4% | 169,523 | $8.7M |
| Orange Investment Advisors, Inc. | 0.88% | Add +8.8% | 165,725 | $8.5M |
| Prime Capital Investment Advisors, LLC | 0.11% | Add +0.5% | 164,926 | $8.4M |
| Perennial Advisors, LLC | 1.45% | Add +1.4% | 163,261 | $8.3M |
| Chesley Taft & Associates LLC | 0.35% | Reduce -0.4% | 161,635 | $8.3M |
| Single Point Partners, LLC | 1.63% | Add +6.9% | 157,214 | $8.0M |
| WESCAP Management Group, Inc. | 1.67% | Reduce -0.0% | 155,271 | $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.