iShares Floating Rate Bond EFLOTETF
13F holders, Q4 2025 (December 31)643holders −6
36new positions
64sold out
$50.85avg. 13F price*
At the end of Q4 2025, 643 institutions reported holding iShares Floating Rate Bond E (FLOT) in their 13F filings, down 6 from Q3 2025. 36 opened new positions and 64 sold out. The largest holders were Bank of America Corp. ($450.1M), Morgan Stanley ($312.1M) and Northern Trust Corp. ($277.4M).
- Company
- iShares Floating Rate Bond E
- CUSIP
- 46429B655
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $36.8M |
| Exits | 64 | $163.5M |
All 13F filers, Q3 2025 → Q4 2025: 7,409,994 shares bought and 7,880,651 shares sold, net −470,657 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 643 holders
| Bank of America Corp. | 0.03% | Add +0.0% | 8,850,221 | $450.1M |
| Morgan Stanley | 0.02% | Add +1.2% | 6,136,314 | $312.1M |
| Northern Trust Corp. | 0.04% | Add +8.6% | 5,453,861 | $277.4M |
| LPL Financial LLC | 0.06% | Reduce -8.9% | 4,166,797 | $211.9M |
| Wells Fargo & Company | 0.03% | Add +1.0% | 3,254,227 | $165.5M |
| New York Life Investment Management LLC | 1.37% | Add +1.8% | 3,133,476 | $159.4M |
| Franklin Resources Inc. | 0.04% | Add +2.2% | 3,046,357 | $154.9M |
| Glenview Trust Co | 2.29% | Add +5.7% | 2,913,609 | $148.2M |
| BlackRock, Inc. | 0.00% | Reduce -10.1% | 2,631,717 | $133.8M |
| UBS Group AG | 0.02% | Reduce -2.6% | 2,304,553 | $117.2M |
| Ameriprise Financial Inc. | 0.02% | Add +3.7% | 2,064,026 | $105.0M |
| Royal Bank of Canada | 0.02% | Add +1.8% | 2,010,861 | $102.3M |
| Assetmark, Inc. | 0.20% | Add +4.3% | 1,918,655 | $97.6M |
| PNC Financial Services Group, Inc. | 0.05% | Reduce -9.3% | 1,798,640 | $91.5M |
| Flputnam Investment Management Co. | 1.28% | Add +6.9% | 1,726,768 | $87.8M |
| DAVENPORT & Co LLC | 0.40% | Add +5.3% | 1,453,519 | $73.9M |
| Hartline Investment Corp./ | 7.80% | Add +22.3% | 1,418,087 | $72.1M |
| JPMorgan Chase & Co. | 0.00% | Add +8.1% | 1,291,789 | $65.7M |
| Raymond James Financial Inc. | 0.02% | Add +8.9% | 1,291,024 | $65.7M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -14.5% | 1,255,385 | $63.8M |
| Steward Partners Investment Advisory, LLC | 0.31% | Add +15.6% | 1,105,485 | $56.2M |
| Kensington Asset Management, LLC | 2.86% | No change | 1,089,966 | $55.4M |
| Cetera Investment Advisers | 0.06% | Reduce -5.3% | 1,072,500 | $54.5M |
| Trustmark Bank Trust Department | 3.29% | Add +7.8% | 1,023,988 | $52.1M |
| Truist Financial Corp. | 0.07% | Reduce -1.6% | 1,015,112 | $51.6M |
| 1832 Asset Management L.P. | 0.05% | Add +0.8% | 792,972 | $40.3M |
| Barings LLC | 0.76% | No change | 780,000 | $39.7M |
| Osaic Holdings, Inc. | 0.06% | Reduce -13.7% | 768,796 | $39.1M |
| Verdence Capital Advisors LLC | 2.31% | Add +0.1% | 767,944 | $39.1M |
| Demars Financial Group, LLC | 12.20% | Reduce -3.8% | 716,465 | $36.4M |
| McMorgan & Co. LLC | 5.60% | Add +18.7% | 665,056 | $33.8M |
| LJI Wealth Management, LLC | 5.09% | Add +29.5% | 655,333 | $33.3M |
| Destination Wealth Management | 0.86% | Add +17.1% | 645,857 | $32.8M |
| Financial Sense Advisors, Inc. | 6.65% | Reduce -12.7% | 617,613 | $31.4M |
| Focus Partners Wealth | 0.03% | Add +5292.9% | 598,555 | $30.4M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +5.3% | 569,589 | $29.0M |
| Towercrest Capital Management | 4.51% | Add +0.9% | 562,898 | $28.6M |
| Occidental Asset Management, LLC | 3.40% | Reduce -6.7% | 556,476 | $28.3M |
| Walker Financial Services, Inc. | 10.10% | Add +24.7% | 547,826 | $27.9M |
| TriaGen Wealth Management LLC | 6.44% | Add +136.4% | 489,463 | $24.9M |
| US Bancorp \de | 0.03% | Add +5.0% | 481,727 | $24.5M |
| HighTower Advisors, LLC | 0.03% | Reduce -16.1% | 471,163 | $24.0M |
| MML Investors Services, LLC | 0.05% | Add +3.9% | 438,885 | $22.3M |
| Cape Cod Five Cents Savings Bank | 2.02% | No change | 432,756 | $22.1M |
| Commonwealth Equity Services, LLC | 0.03% | Add +3.0% | 421,896 | $21.5M |
| United Capital Financial Advisors, LLC | 0.13% | Add +294.4% | 418,269 | $21.3M |
| LaFleur & Godfrey LLC | 2.50% | Add +5.0% | 405,647 | $20.6M |
| Diversified Portfolios, Inc. | 1.70% | Reduce -12.2% | 402,385 | $20.5M |
| Willis Johnson & Associates, Inc. | 1.25% | Reduce -19.1% | 399,829 | $20.3M |
| Modera Wealth Management, LLC | 0.23% | Reduce -5.9% | 388,938 | $19.8M |
| Milestone Asset Management, LLC | 3.52% | Add +2121.5% | 367,231 | $18.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -4.4% | 367,103 | $18.7M |
| Avior Wealth Management, LLC | 0.57% | Add +51.0% | 362,408 | $18.4M |
| Proficio Capital Partners LLC | 1.25% | Add +127.7% | 351,442 | $17.9M |
| Cwm, LLC | 0.05% | Reduce -1.8% | 331,403 | $16.9M |
| Mariner, LLC | 0.02% | Add +2.2% | 316,070 | $16.1M |
| Guggenheim Capital LLC | 0.12% | Reduce -1.8% | 308,843 | $15.7M |
| Stifel Financial Corp. | 0.01% | Add +2.5% | 308,640 | $15.7M |
| Captrust Financial Advisors | 0.03% | Reduce -2.8% | 302,244 | $15.4M |
| RFG Advisory, LLC | 0.29% | Add +8.7% | 301,123 | $15.3M |
| Sigma Planning Corp | 0.42% | Reduce -6.2% | 300,178 | $15.3M |
| Kestra Advisory Services, LLC | 0.06% | Add +55.7% | 279,928 | $14.2M |
| Alliance Wealth Management Group | 3.08% | Add +1.5% | 276,233 | $14.0M |
| Florida Trust Wealth Management Co | 0.39% | Reduce -17.2% | 275,454 | $14.0M |
| Merit Financial Group, LLC | 0.11% | Add +152.0% | 270,291 | $13.7M |
| Colonial Trust Advisors | 1.02% | Reduce -5.8% | 265,891 | $13.5M |
| Financial Advisory Partners, LLC | 3.75% | Add +11.6% | 261,316 | $13.3M |
| Cascade Wealth Advisors, Inc | 5.94% | Add +2.3% | 252,341 | $12.9M |
| Turning Point Benefit Group, Inc. | 6.62% | Add +39.7% | 249,321 | $12.7M |
| Sax Wealth Advisors, LLC | 0.59% | Add +125.0% | 244,883 | $12.5M |
| Parsons Capital Management Inc. | 0.64% | Add +12.8% | 229,117 | $11.7M |
| Ifrah Financial Services, Inc. | 2.89% | Add +2.1% | 220,906 | $11.2M |
| Equitable Holdings, Inc. | 0.08% | Reduce -11.4% | 217,781 | $11.1M |
| Rockefeller Capital Management L.P. | 0.02% | Add +47.3% | 212,915 | $10.8M |
| Scotia Capital Inc. | 0.04% | Reduce -0.2% | 205,341 | $10.4M |
| James Investment Research, Inc. | 1.11% | Add +30.5% | 199,678 | $10.2M |
| Hoge Financial Services, LLC | 5.32% | Add +11.1% | 194,069 | $9.9M |
| Apollon Wealth Management, LLC | 0.17% | Add +6.4% | 192,495 | $9.8M |
| BNP Paribas Financial Markets | 0.01% | Reduce -22.5% | 187,162 | $9.5M |
| Cadence Bank | 0.56% | Add +5.6% | 186,973 | $9.5M |
| Grey Ledge Advisors, LLC | 2.14% | Add +8.0% | 186,476 | $9.5M |
| Alpha Zero LLC | 5.16% | Add +7.0% | 185,562 | $9.4M |
| Cary Street Partners Financial LLC | 0.23% | Add +4.3% | 185,532 | $9.4M |
| OneDigital Investment Advisors LLC | 0.09% | Reduce -2.7% | 184,816 | $9.4M |
| Piedmont Capital Management, LLC | 4.74% | Add +3.3% | 182,569 | $9.3M |
| Chesley Taft & Associates LLC | 0.37% | Add +12.7% | 182,185 | $9.3M |
| CreativeOne Wealth, LLC | 0.22% | Reduce -1.2% | 179,068 | $9.1M |
| Capital Advisory Group Advisory Services, LLC | 2.65% | Add +0.8% | 177,457 | $9.0M |
| National Bank of Canada | 0.01% | Reduce -43.9% | 171,526 | $8.7M |
| Perennial Advisors, LLC | 1.46% | Add +4.9% | 171,191 | $8.7M |
| Windsor Capital Management, LLC | 2.51% | Reduce -0.5% | 168,728 | $8.6M |
| Single Point Partners, LLC | 1.69% | Add +6.8% | 167,925 | $8.5M |
| Penobscot Investment Management Company, Inc. | 0.64% | Add +17.7% | 167,369 | $8.5M |
| Prime Capital Investment Advisors, LLC | 0.10% | Add +1.1% | 166,738 | $8.5M |
| Orange Investment Advisors, Inc. | 0.92% | Reduce -1.1% | 163,882 | $8.3M |
| Baird Financial Group, Inc. | 0.01% | Add +44.8% | 162,953 | $8.3M |
| Sierra Capital LLC | 0.86% | Reduce -17.5% | 160,139 | $8.1M |
| Hohimer Wealth Management, LLC | 1.08% | Add +1580.8% | 157,107 | $8.0M |
| WESCAP Management Group, Inc. | 1.60% | Reduce -0.1% | 155,142 | $7.9M |
| FC Advisory LLC | 2.26% | Add +4.0% | 154,349 | $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.