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iShares Floating Rate Bond ETF
FLOT

535 hedge funds and large institutions have $5.47B invested in iShares Floating Rate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 199 increasing their positions, 175 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 45

14% more repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 175

10% more funds holding

Funds holding: 488 → 535 (+47)

2% more funds holding in top 10

Funds holding in top 10: 46 → 47 (+1)

0.14% more ownership

Funds ownership: 55.82% → 55.96% (+0.14%)

1% less capital invested

Capital invested by funds: $5.51B → $5.47B (-$40.3M)

Holders
535
Holders Change
+47
Holders Change %
+9.63%
% of All Funds
10.54%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.93%
New
102
Increased
199
Reduced
175
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$36.5M
2
Jane Street
Jane Street
New York
+$31.2M
3
IAA
Independent Advisor Alliance
North Carolina
+$22.1M
4
Morgan Stanley
Morgan Stanley
New York
+$20.7M
5
Truist Financial
Truist Financial
North Carolina
+$11.7M

Top Sellers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
-$45.6M
2
Wells Fargo
Wells Fargo
California
-$41M
3
BlackRock
BlackRock
New York
-$39.8M
4
BOTW
Bank of the West
California
-$34.3M
5
AIM
Astor Investment Management
Illinois
-$28.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
226
Cypress Capital
Tennessee
$1.63M +$80.4K +1,579 +5%
KCM
227
Kathmere Capital Management
Pennsylvania
$1.63M +$1.63M +31,972 New
BRWM
228
B. Riley Wealth Management
Tennessee
$1.59M -$3.31K -65 -0.2%
HH
229
Hilltop Holdings
Texas
$1.59M -$473K -9,288 -23%
CCA
230
Clearwater Capital Advisors
Illinois
$1.58M -$55.1K -1,082 -3%
SW
231
SVB Wealth
Massachusetts
$1.56M +$117K +2,299 +8%
Prudential Financial
232
Prudential Financial
New Jersey
$1.55M +$109K +2,138 +8%
MCIA
233
Mountain Capital Investment Advisors
Colorado
$1.55M +$1.55M +30,383 New
JWCA
234
J.W. Cole Advisors
Florida
$1.54M +$1.54M +30,157 New
CC
235
Copperleaf Capital
North Carolina
$1.5M +$1.5M +29,475 New
VAM
236
Verity Asset Management
North Carolina
$1.5M +$156K +3,068 +12%
CB
237
Cadence Bank
Mississippi
$1.48M +$1.48M +29,040 New
IWC
238
Integrated Wealth Concepts
Massachusetts
$1.48M -$507K -9,962 -26%
CWA
239
Capital Wealth Alliance
Arizona
$1.47M +$1.46M +28,761 New
SWP
240
Summit Wealth Partners
Florida
$1.45M +$1.45M +28,475 New
SCM
241
Smith Capital Management
Arkansas
$1.42M +$25K +490 +2%
1WA
242
180 Wealth Advisors
Washington
$1.37M +$286K +5,621 +27%
PFA
243
Pinnacle Family Advisors
Missouri
$1.36M -$29.9K -588 -2%
PCM
244
Parsons Capital Management
Rhode Island
$1.36M -$48.9K -960 -3%
VCWA
245
Vanguard Capital Wealth Advisors
Colorado
$1.33M -$142K -2,784 -10%
TCPWM
246
Traverso Chambers Private Wealth Management
California
$1.31M -$30.1K -590 -2%
ECM
247
ETrade Capital Management
Virginia
$1.3M +$464K +9,116 +55%
MLM
248
Mount Lucas Management
Pennsylvania
$1.29M -$10.3K -203 -0.8%
SP
249
Sarasin & Partners
United Kingdom
$1.27M – – –
FA
250
Forefront Analytics
Pennsylvania
$1.27M +$208K +4,076 +20%
8 9
10
11 12

FLOT Hedge Fund Activity: Q4 2019 in Review

535 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q4 2019, worth a combined $5.47B — down 0.73% from $5.51B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new FLOT positions and 45 closed out — a net gain of 57 holders — while 199 added to existing stakes and 175 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $36.5M. The largest seller was RiverFront Investment Group, cutting an estimated $45.6M.

  • 535 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q4 2019, up from 488 in Q3 2019.
  • Funds reported $5.47B of iShares Floating Rate Bond ETF stock for Q4 2019, down 0.73% quarter-over-quarter.
  • 102 funds opened new iShares Floating Rate Bond ETF positions in Q4 2019 and 45 closed out, a net change of +57 holders.
  • The largest iShares Floating Rate Bond ETF buyer in Q4 2019 was Royal Bank of Canada, an estimated $36.5M added.
  • The largest iShares Floating Rate Bond ETF seller in Q4 2019 was RiverFront Investment Group, an estimated $45.6M sold.

Based on aggregated 13F filings for Q4 2019.