Jim Simons
FLOT icon

Jim Simons’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Jim Simons’s Portfolio FLOT Stock Details FLOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-849,051
Closed -$43.4M – 3400
2025
Q3 		$43.4M Sell
849,051
-529,334
-38% -$27M 0.06% 402
2025
Q2 		$70.3M Sell
1,378,385
-805,915
-37% -$40.9M 0.09% 239
2025
Q1 		$112M Buy
2,184,300
+433,000
+25% +$22.1M 0.17% 130
2024
Q4 		$89.1M Buy
1,751,300
+113,600
+7% +$5.79M 0.13% 183
2024
Q3 		$83.6M Buy
1,637,700
+183,400
+13% +$9.34M 0.13% 179
2024
Q2 		$74.3M Sell
1,454,300
-1,200
-0.1% -$61.2K 0.13% 178
2024
Q1 		$74.3M Sell
1,455,500
-57,900
-4% -$2.95M 0.12% 206
2023
Q4 		$76.6M Buy
1,513,400
+583,500
+63% +$29.6M 0.12% 194
2023
Q3 		$47.3M Buy
929,900
+294,900
+46% +$15M 0.08% 289
2023
Q2 		$32.3M Buy
635,000
+452,700
+248% +$22.9M 0.05% 447
2023
Q1 		$9.19M Sell
182,300
-396,600
-69% -$20M 0.01% 1127
2022
Q4 		$29.1M Buy
578,900
+430,300
+290% +$21.6M 0.04% 544
2022
Q3 		$7.47M Sell
148,600
-164,100
-52% -$8.24M 0.01% 1192
2022
Q2 		$15.6M Buy
312,700
+27,477
+10% +$1.38M 0.02% 861
2022
Q1 		$14.4M Sell
285,223
-115,477
-29% -$5.85M 0.02% 924
2021
Q4 		$20.3M Buy
400,700
+390,300
+3,753% +$19.8M 0.03% 702
2021
Q3 		$529K Sell
10,400
-407,200
-98% -$20.7M ﹤0.01% 2868
2021
Q2 		$21.2M Buy
+417,600
New +$21.2M 0.03% 726

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 22.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jim Simons's FLOT Position: Q4 2025 in Review

Jim Simons sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2025, closing a stake of 849,051 shares — an estimated $43.4M sold.

Jim Simons first reported a position in FLOT in Q2 2021 and held it in 18 quarters. The position peaked at $112M in Q1 2025. 639 funds tracked by Wall St. Rank hold FLOT as of Q4 2025.

  • Jim Simons reported no remaining iShares Floating Rate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Jim Simons sold 849,051 iShares Floating Rate Bond ETF shares in Q4 2025, an estimated $43.4M.
  • Jim Simons first reported a position in iShares Floating Rate Bond ETF in Q2 2021 and held it in 18 quarters.
  • Jim Simons's iShares Floating Rate Bond ETF position peaked at $112M in Q1 2025.
  • 639 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2025.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.