ISHARES FLOATING RATE BOND E (FLOT) Institutional Ownership Changes & 13F Activity

ISHARES FLOATING RATE BOND E (FLOT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Mutual Advisors, Llc, Royal Bank Of Canada, Proficio Capital Partners Llc, and Goldman Sachs Group Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-179,299-17.9%819,802$41.85MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Sell-338-3.4%9,511$485.54KQ2 2026Sep 23, 2026
Talon Private Wealth, LlcBuy+49—49$2.45KQ2 2026Sep 11, 2026
Integrated Wealth Concepts LlcBuy+4,515+8.0%60,717$3.10MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+162,640—162,640$8.30MQ2 2026Sep 02, 2026
Allianz Asset Management GmbhSell-123,300-79.7%31,400$1.60MQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-3,553-4.0%84,993$4.34MQ2 2026Aug 27, 2026
Mercer Global Advisors IncBuy+9,227+11.6%88,702$4.53MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-1,796-2.5%69,922$3.57MQ2 2026Aug 19, 2026
49 Wealth Management, LlcBuy+48,729—48,729$2.49MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+35,625+446.7%43,600$2.23MQ2 2026Aug 18, 2026
Glenview Trust CoBuy+15,849+0.5%3,145,977$160.60MQ2 2026Aug 18, 2026
Proficio Capital Partners LlcSell-338,379-98.6%4,943$252.34KQ2 2026Aug 17, 2026
Wny Asset Management, LlcBuy+241,923—241,923$12.35MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+109,974+455.1%134,141$6.85MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+22,269+11.6%214,124$10.93MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+7,744+1.9%415,334$21.19MQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcBuy+4,334—4,334$221.25KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcSell-3,564-6.7%49,835$2.54MQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+7,372,129—7,372,129$376.23MQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+430,004+1192.9%466,052$23.79MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+380,659+21.6%2,143,534$109.43MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+281,005+81.0%627,723$32.05MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+260,824—260,824$13.32MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+240,372+15.0%1,843,094$94.09MQ2 2026Aug 14, 2026
Bank Of America CorpSell-186,001-2.1%8,544,057$436.17MQ2 2026Aug 14, 2026
Mcmorgan & Co LlcBuy+144,256+48.5%441,517$22.54MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+113,207+14.8%879,949$44.92MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-101,604-95.8%4,408$225.03KQ2 2026Aug 14, 2026
Betterment LlcSell-82,062-57.9%59,553$3.04MQ2 2026Aug 14, 2026
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Frequently asked questions about FLOT activity

  • Which institutional owners are buying FLOT?

    Institutional owners buying FLOT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in FLOT activity?

    "Buy" means an investor increased their reported position in FLOT compared to the prior reporting period. This reflects growing exposure to ISHARES FLOATING RATE BOND E (FLOT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in FLOT increasing?

    Institutional interest in FLOT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.