13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCyclicalNet sold
FLOT

ISHARES FLOATING RATE BOND E

698 institutions still hold ISHARES FLOATING RATE BOND E as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46429B655·Exchange Traded Fund·698 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 0.4%
vs prior quarter
13F value held
$3.2B
75.0% inst. owned
of float
Holders
698
-113 QoQ
filers reporting
Activity
+75 / −78
+814 added · −680 reduced
this quarter
Concentration
13.81%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

698 institutions reported FLOT in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 13.8% of the visible book. -113 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$445M8.7M0.03%Q1 202602
MORGAN STANLEY
CIK 0000895421
$326M6.4M0.02%Q1 202603
AMERIPRISE FINANCIAL INC
CIK 0000820027
$320M6.3M0.07%Q1 202604
NORTHERN TRUST CORP
CIK 0000073124· Index
$279M5.5M0.04%Q1 202605
LPL Financial LLC
CIK 0001403438
$229M4.5M0.06%Q1 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$177M3.5M0.03%Q1 202607
Glenview Trust Co
CIK 0001691827
$159M3.1M2.50%Q1 202608
NEW YORK LIFE INVESTMENT MANAGEMENT LLC
CIK 0001133639
$155M3.0M1.31%Q1 202609
FRANKLIN RESOURCES INC
CIK 0000038777
$154M3.0M0.04%Q1 202610
BlackRock, Inc.
CIK 0002012383
$134M2.6M0.00%Q1 202611
UBS Group AG
CIK 0001610520
$128M2.5M0.02%Q1 202612
ASSETMARK, INC
CIK 0001344551
$98M1.9M0.20%Q4 202513
ROYAL BANK OF CANADA
CIK 0001000275
$90M1.8M0.02%Q1 202614
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$85M1.7M0.05%Q4 202515
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$82M1.6M0.03%Q1 202616
Kensington Asset Management, LLC
CIK 0001979884
$78M1.5M4.23%Q1 202617
DAVENPORT & Co LLC
CIK 0000887777
$76M1.5M0.41%Q1 202618
HARTLINE INVESTMENT CORP/
CIK 0000945625
$72M1.4M7.89%Q1 202619
JPMORGAN CHASE & CO
CIK 0000019617
$71M1.4M0.00%Q1 202620
FLPUTNAM INVESTMENT MANAGEMENT CO
CIK 0001140334
$66M1.3M0.98%Q1 2026
Page 1 of 35
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