FLOT Institutional Ownership & Shareholders
ISHARES FLOATING RATE BOND E (FLOT) is currently held by 693 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $6.02B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of FLOT tracked by InsiderSet, reporting ownership valued at approximately $436.17M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $435.83M, representing an estimated loss of -0.08% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 42% of the total disclosed FLOT value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Ameriprise Financial Inc, Morgan Stanley, and several other long-term asset managers with concentrated positions in ISHARES FLOATING RATE BOND E (FLOT).
This page ranks the largest institutional FLOT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
693
Total Reported Value
$6.02B
Largest Holder
Bank Of America Corp
Largest Position
$436.17M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
40
Funds Exiting Positions
2
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.03% | 8,544,057 | $436,174,129 | $435,832,348 | -$341,781 | -0.08% | |
| Ameriprise Financial Inc | 0.08% | 7,372,129 | $376,228,900 | $376,052,300 | -$176,600 | -0.05% | |
| Morgan Stanley | 0.02% | 6,592,155 | $336,529,558 | $336,265,827 | -$263,731 | -0.08% | |
| Northern Trust Corp | 0.03% | 5,762,305 | $294,165,671 | $293,935,178 | -$230,493 | -0.08% | |
| Lpl Financial Llc | 0.06% | 5,466,922 | $279,086,364 | $278,867,691 | -$218,673 | -0.08% | |
| New York Life Investment Management Llc | 1.43% | 3,955,418 | $201,924,089 | $201,765,872 | -$158,217 | -0.08% | |
| Wells Fargo & Company/Mn | 0.03% | 3,520,077 | $179,699,968 | $179,559,128 | -$140,840 | -0.08% | |
| Glenview Trust Co | 2.24% | 3,253,697 | $166,101,231 | $165,971,084 | -$130,147 | -0.08% | |
| Blackrock, Inc. | 0.00% | 3,039,586 | $155,170,865 | $155,049,282 | -$121,583 | -0.08% | |
| Ubs Group Ag | 0.02% | 2,314,490 | $118,154,715 | $118,062,135 | -$92,580 | -0.08% | |
| Royal Bank Of Canada | 0.02% | 2,143,534 | $109,428,000 | $109,341,669 | -$86,331 | -0.08% | |
| Kensington Asset Management, Llc | 5.85% | 2,101,238 | $107,268,199 | $107,184,150 | -$84,049 | -0.08% | |
| Pnc Financial Services Group, Inc. | 0.05% | 1,947,852 | $99,437,856 | $99,359,931 | -$77,925 | -0.08% | |
| Raymond James Financial Inc | 0.03% | 1,843,094 | $94,089,944 | $94,016,225 | -$73,719 | -0.08% | |
| Hartline Investment Corp/ | 8.92% | 1,692,981 | $86,426,680 | $86,358,961 | -$67,719 | -0.08% | |
| Davenport & Co Llc | 0.39% | 1,481,508 | $75,630,872 | $75,571,723 | -$59,149 | -0.08% | |
| Jpmorgan Chase & Co | 0.00% | 1,354,166 | $69,130,202 | $69,076,008 | -$54,194 | -0.08% | |
| Nomura Asset Management Co Ltd | 0.13% | 1,226,500 | $62,612,825 | $62,563,765 | -$49,060 | -0.08% | |
| Flputnam Investment Management Co | 0.67% | 1,108,482 | $56,601,218 | $56,543,667 | -$57,551 | -0.10% | |
| Assetmark, Inc | 0.09% | 1,073,372 | $54,795,616 | $54,752,706 | -$42,910 | -0.08% | |
| Cetera Investment Advisers | 0.05% | 1,011,845 | $51,654,715 | $51,614,213 | -$40,502 | -0.08% | |
| Truist Financial Corp | 0.06% | 1,004,258 | $51,267,374 | $51,227,201 | -$40,173 | -0.08% | |
| Osaic Holdings, Inc. | 0.05% | 879,949 | $44,921,745 | $44,886,198 | -$35,547 | -0.08% | |
| Demars Financial Group, Llc | 11.71% | 877,644 | $44,803,748 | $44,768,620 | -$35,128 | -0.08% | |
| Envestnet Asset Management Inc | 0.01% | 819,802 | $41,850,911 | $41,818,100 | -$32,811 | -0.08% | |
| Walker Financial Services, Inc. | 12.10% | 809,153 | $41,307,304 | $41,274,895 | -$32,409 | -0.08% | |
| Barings Llc | 0.68% | 780,000 | $39,819,000 | $39,787,800 | -$31,200 | -0.08% | |
| Rmg Wealth Management Llc | 4.00% | 758,487 | $38,679,035 | $38,690,422 | +$11,387 | +0.03% | |
| Lji Wealth Management, Llc | 5.14% | 716,747 | $36,589,935 | $36,561,264 | -$28,671 | -0.08% | |
| Alpine Bank Wealth Management | 4.52% | 684,450 | $34,941,173 | $34,913,795 | -$27,379 | -0.08% | |
| Verdence Capital Advisors Llc | 1.48% | 682,969 | $34,865,544 | $34,838,249 | -$27,295 | -0.08% | |
| Destination Wealth Management | 0.81% | 681,091 | $34,769,677 | $34,742,452 | -$27,225 | -0.08% | |
| Steward Partners Investment Advisory, Llc | 0.17% | 666,239 | $34,011,511 | $33,984,851 | -$26,660 | -0.08% | |
| Goldman Sachs Group Inc | 0.00% | 627,723 | $32,045,259 | $32,020,150 | -$25,109 | -0.08% | |
| Focus Partners Wealth | 0.03% | 607,692 | $31,022,709 | $30,998,369 | -$24,340 | -0.08% | |
| Commonwealth Equity Services, Llc | 0.04% | 597,003 | $30,477,030 | $30,453,123 | -$23,907 | -0.08% | |
| Towercrest Capital Management | 4.05% | 555,868 | $28,376,988 | $28,354,827 | -$22,161 | -0.08% | |
| Us Bancorp \De\ | 0.03% | 542,453 | $27,692,227 | $27,670,528 | -$21,699 | -0.08% | |
| Occidental Asset Management, Llc | 2.64% | 520,622 | $26,577,748 | $26,556,928 | -$20,820 | -0.08% | |
| Lafleur & Godfrey Llc | 3.01% | 489,894 | $25,009,099 | $24,989,493 | -$19,606 | -0.08% | |
| Mutual Advisors, Llc | 0.45% | 466,052 | $23,791,944 | $23,773,313 | -$18,631 | -0.08% | |
| International City Management Association Retirement Corp | 5.19% | 451,597 | $23,054,027 | $23,035,963 | -$18,064 | -0.08% | |
| Stifel Financial Corp | 0.02% | 448,144 | $22,877,969 | $22,859,825 | -$18,144 | -0.08% | |
| Mcmorgan & Co Llc | 3.39% | 441,517 | $22,539,469 | $22,521,782 | -$17,687 | -0.08% | |
| Willis Johnson & Associates, Inc. | 1.22% | 429,723 | $21,937,342 | $21,920,170 | -$17,172 | -0.08% | |
| Ddfg, Inc | 4.32% | 429,678 | $21,935,037 | $21,917,875 | -$17,162 | -0.08% | |
| United Capital Financial Advisors, Llc | 0.12% | 415,334 | $21,188,620 | $21,186,187 | -$2,433 | -0.01% | |
| Mml Investors Services, Llc | 0.04% | 413,476 | $21,107,966 | $21,091,411 | -$16,555 | -0.08% | |
| Avior Wealth Management, Llc | 0.54% | 404,538 | $20,651,679 | $20,635,483 | -$16,196 | -0.08% | |
| Turning Point Benefit Group, Inc. | 8.03% | 386,214 | $19,642,844 | $19,700,776 | +$57,932 | +0.29% |
Frequently asked questions about FLOT
Who are the largest institutional holders of FLOT?
The largest institutional holders of FLOT reported in the latest SEC Form 13F filings include Bank Of America Corp, Ameriprise Financial Inc, Morgan Stanley, Northern Trust Corp, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported FLOT position.
What is FLOT institutional ownership?
This page tracks FLOT positions reported by institutional investment managers through SEC Form 13F. ISHARES FLOATING RATE BOND E (FLOT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FLOT?
InsiderSet currently tracks 693 institutional managers reporting FLOT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FLOT shareholders.
How much FLOT stock do institutions own?
Institutional investment managers disclosed approximately $6.02B in FLOT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FLOT institutional ownership last updated?
The latest FLOT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FLOT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FLOT position after the reporting date.
Are institutions buying or selling FLOT?
Institutional buying and selling can be analyzed by comparing FLOT positions across consecutive 13F reporting periods. InsiderSet's FLOT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FLOT ownership changes.
How has FLOT institutional ownership changed over time?
InsiderSet tracks FLOT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.