iShares Floating Rate Bond EFLOTETF
13F holders, Q1 2026 (March 31)663holders +20
65new positions
48sold out
$50.93avg. 13F price*
At the end of Q1 2026, 663 institutions reported holding iShares Floating Rate Bond E (FLOT) in their 13F filings, up 20 from Q4 2025. 65 opened new positions and 48 sold out. The largest holders were Bank of America Corp. ($444.8M), Morgan Stanley ($326.0M) and Ameriprise Financial Inc. ($320.0M).
- Company
- iShares Floating Rate Bond E
- CUSIP
- 46429B655
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $181.5M |
| Exits | 48 | $23.4M |
All 13F filers, Q4 2025 → Q1 2026: 13,209,421 shares bought and 6,762,234 shares sold, net +6,447,187 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 663 holders
| Bank of America Corp. | 0.03% | Reduce -1.4% | 8,730,058 | $444.8M |
| Morgan Stanley | 0.02% | Add +4.3% | 6,398,192 | $326.0M |
| Ameriprise Financial Inc. | 0.07% | Add +204.2% | 6,279,576 | $320.0M |
| Northern Trust Corp. | 0.04% | Add +0.4% | 5,476,052 | $279.0M |
| LPL Financial LLC | 0.06% | Add +7.8% | 4,492,481 | $228.9M |
| Wells Fargo & Company | 0.04% | Add +6.8% | 3,476,130 | $177.1M |
| Glenview Trust Co | 2.50% | Add +7.4% | 3,130,128 | $159.5M |
| New York Life Investment Management LLC | 1.31% | Reduce -2.8% | 3,045,792 | $155.2M |
| Franklin Resources Inc. | 0.04% | Reduce -1.1% | 3,013,672 | $153.5M |
| BlackRock, Inc. | 0.00% | Reduce -0.2% | 2,627,044 | $133.8M |
| UBS Group AG | 0.02% | Add +9.0% | 2,511,233 | $127.9M |
| PNC Financial Services Group, Inc. | 0.06% | Add +12.8% | 2,029,454 | $103.4M |
| Assetmark, Inc. | 0.20% | Add +2.4% | 1,965,478 | $100.1M |
| Royal Bank of Canada | 0.02% | Reduce -12.3% | 1,762,875 | $89.8M |
| Raymond James Financial Inc. | 0.03% | Add +24.1% | 1,602,722 | $81.7M |
| Kensington Asset Management, LLC | 4.23% | Add +39.9% | 1,524,738 | $77.7M |
| DAVENPORT & Co LLC | 0.42% | Add +2.0% | 1,482,008 | $75.5M |
| Hartline Investment Corp./ | 7.89% | Reduce -0.7% | 1,407,923 | $71.7M |
| JPMorgan Chase & Co. | 0.00% | Add +8.1% | 1,395,778 | $70.9M |
| Flputnam Investment Management Co. | 0.98% | Reduce -25.5% | 1,286,338 | $65.5M |
| Steward Partners Investment Advisory, LLC | 0.29% | Add +0.4% | 1,109,611 | $56.5M |
| Cetera Investment Advisers | 0.06% | Add +1.3% | 1,086,284 | $55.3M |
| Truist Financial Corp. | 0.07% | Reduce -1.3% | 1,001,873 | $51.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -20.4% | 999,101 | $50.9M |
| Manufacturers Life Insurance Company, The | 0.04% | New | 937,692 | $47.8M |
| Barings LLC | 0.66% | No change | 780,000 | $39.7M |
| Verdence Capital Advisors LLC | 2.29% | Add +0.6% | 772,289 | $39.3M |
| Osaic Holdings, Inc. | 0.06% | Reduce -0.3% | 766,742 | $39.1M |
| Demars Financial Group, LLC | 11.87% | Reduce -1.3% | 707,394 | $36.0M |
| TriaGen Wealth Management LLC | 9.50% | Add +39.4% | 682,255 | $34.8M |
| Destination Wealth Management | 0.90% | Add +5.0% | 678,038 | $34.5M |
| LJI Wealth Management, LLC | 5.31% | Reduce -0.6% | 651,459 | $33.2M |
| Walker Financial Services, Inc. | 11.33% | Add +18.7% | 650,280 | $33.1M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +6.8% | 608,070 | $31.0M |
| Focus Partners Wealth | 0.03% | Add +1.3% | 606,061 | $30.9M |
| RMG Wealth Management LLC | 3.53% | New | 601,090 | $30.6M |
| Occidental Asset Management, LLC | 3.25% | Reduce -3.1% | 538,962 | $27.5M |
| Towercrest Capital Management | 4.26% | Reduce -4.6% | 537,209 | $27.4M |
| Commonwealth Equity Services, LLC | 0.04% | Add +26.0% | 531,607 | $27.1M |
| US Bancorp \de | 0.03% | Add +2.6% | 494,374 | $25.2M |
| HighTower Advisors, LLC | 0.03% | Reduce -0.2% | 470,037 | $23.9M |
| LaFleur & Godfrey LLC | 2.96% | Add +14.9% | 466,134 | $23.7M |
| United Capital Financial Advisors, LLC | 0.13% | Reduce -2.5% | 407,590 | $20.8M |
| Willis Johnson & Associates, Inc. | 1.21% | Add +1.8% | 406,844 | $20.7M |
| Diversified Portfolios, Inc. | 1.65% | Reduce -2.1% | 393,718 | $20.1M |
| Financial Sense Advisors, Inc. | 4.58% | Reduce -37.3% | 387,259 | $19.7M |
| Modera Wealth Management, LLC | 0.22% | Reduce -5.3% | 368,417 | $18.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.5% | 346,718 | $17.7M |
| Proficio Capital Partners LLC | 0.93% | Reduce -2.3% | 343,322 | $17.5M |
| MML Investors Services, LLC | 0.05% | Reduce -22.7% | 339,335 | $17.3M |
| Captrust Financial Advisors | 0.03% | Add +10.8% | 334,728 | $17.1M |
| Mariner, LLC | 0.02% | Add +3.1% | 325,990 | $16.6M |
| RFG Advisory, LLC | 0.30% | Add +5.5% | 317,813 | $16.2M |
| Avior Wealth Management, LLC | 0.45% | Reduce -14.1% | 311,245 | $15.9M |
| Sigma Planning Corp | 0.44% | Add +2.9% | 308,804 | $15.7M |
| Cibc World Market Inc. | 0.03% | Add +100.7% | 305,052 | $15.5M |
| McMorgan & Co. LLC | 2.45% | Reduce -55.3% | 297,261 | $15.1M |
| Guggenheim Capital LLC | 0.12% | Reduce -4.3% | 295,638 | $15.1M |
| Trustmark Bank Trust Department | 0.94% | Reduce -72.1% | 285,970 | $14.6M |
| Merit Financial Group, LLC | 0.11% | Add +5.1% | 283,983 | $14.5M |
| Colonial Trust Advisors | 1.12% | Add +6.7% | 283,667 | $14.5M |
| Stifel Financial Corp. | 0.01% | Reduce -10.3% | 276,749 | $14.1M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -1.7% | 275,075 | $14.0M |
| Alliance Wealth Management Group | 2.97% | Reduce -3.4% | 266,777 | $13.6M |
| Florida Trust Wealth Management Co | 0.38% | Reduce -3.8% | 264,967 | $13.5M |
| Financial Advisory Partners, LLC | 3.78% | Add +0.5% | 262,648 | $13.4M |
| Cascade Wealth Advisors, Inc | 5.76% | Add +2.2% | 257,928 | $13.1M |
| Sax Wealth Advisors, LLC | 0.60% | No change | 244,883 | $12.5M |
| Parsons Capital Management Inc. | 0.57% | Add +6.3% | 243,564 | $12.4M |
| BNP Paribas Financial Markets | 0.01% | Add +28.9% | 241,231 | $12.3M |
| Alpha Zero LLC | 5.83% | Add +21.9% | 226,132 | $11.5M |
| Summit Portfolio Management, LTD. | 7.28% | — | 222,056 | $11.3M |
| WNY Asset Management, LLC | 1.16% | — | 220,958 | $11.3M |
| Hoge Financial Services, LLC | 5.79% | Add +9.4% | 212,275 | $10.8M |
| Investment Planning Advisors, Inc. | 2.97% | New | 211,765 | $10.8M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -0.6% | 211,733 | $10.8M |
| Crestwood Advisors Group, LLC | 0.18% | Add +73.3% | 209,067 | $10.7M |
| Tower Research Capital LLC (TRC) | 0.27% | New | 205,745 | $10.5M |
| Huntington National Bank | 0.08% | New | 203,735 | $10.4M |
| Piedmont Capital Management, LLC | 5.08% | Add +7.7% | 196,584 | $10.0M |
| Moulton Wealth Management, Inc. | 6.78% | New | 196,477 | $10.0M |
| Scotia Capital Inc. | 0.04% | Reduce -5.4% | 194,171 | $9.9M |
| James Investment Research, Inc. | 1.10% | Reduce -3.6% | 192,447 | $9.8M |
| Equitable Holdings, Inc. | 0.06% | Reduce -11.9% | 191,855 | $9.8M |
| Chesley Taft & Associates LLC | 0.41% | Add +5.1% | 191,485 | $9.8M |
| Cary Street Partners Financial LLC | 0.24% | Add +1.1% | 187,573 | $9.6M |
| Shira Ridge Wealth Management | 3.72% | Add +33.0% | 184,449 | $9.4M |
| Ifrah Financial Services, Inc. | 2.48% | Reduce -16.7% | 183,986 | $9.4M |
| Hohimer Wealth Management, LLC | 1.14% | Add +16.1% | 182,348 | $9.3M |
| Perennial Advisors, LLC | 1.56% | Add +4.5% | 178,909 | $9.1M |
| Penobscot Investment Management Company, Inc. | 0.69% | Add +3.9% | 173,959 | $8.9M |
| Orange Investment Advisors, Inc. | 1.14% | Add +5.8% | 173,356 | $8.8M |
| Windsor Capital Management, LLC | 2.64% | Add +2.6% | 173,132 | $8.8M |
| Single Point Partners, LLC | 1.74% | Add +2.3% | 171,794 | $8.8M |
| CreativeOne Wealth, LLC | 0.20% | Reduce -7.4% | 165,761 | $8.4M |
| Atria Investments, Inc | 0.09% | Add +348.3% | 164,279 | $8.4M |
| Old Mission Capital LLC | 0.20% | New | 163,050 | $8.3M |
| Paces Ferry Wealth Advisors, LLC | 3.46% | Add +6.9% | 162,791 | $8.3M |
| Gsa Capital Partners LLP | 0.51% | Add +18.0% | 161,991 | $8.3M |
| Baird Financial Group, Inc. | 0.01% | Reduce -1.6% | 160,359 | $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.