FLOT icon

iShares Floating Rate Bond ETF
FLOT

Overview Fund Activity

665 hedge funds and large institutions have $5.97B invested in iShares Floating Rate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 216 increasing their positions, 300 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+2
Holders Change %
+0.3%
% of All Funds
11.5%
Holding in Top 10
64
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.11%
% of All Funds
1.11%
New
76
Increased
216
Reduced
300
Closed
62
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$35.4M
2
Wells Fargo
Wells Fargo
California
+$25.5M
3
Osaic Holdings
Osaic Holdings
Arizona
+$24M
4
DFG
Demars Financial Group
Washington
+$21.6M
5
RCS
Retirement Capital Strategies
California
+$20.4M

Top Sellers

1
Jane Street
Jane Street
New York
-$97.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$74.8M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$67.6M
4
AF
Allworth Financial
California
-$47M
5
MCM
MV Capital Management
Maryland
-$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
226
Dakota Wealth Management
Florida
$2.77M -$2.77M -55,092 -50%
WPC
227
White Pine Capital
Minnesota
$2.76M +$1.86M +37,041 +207%
AI
228
Atria Investments
North Carolina
$2.75M -$3.4M -67,566 -55%
OIA
229
OneDigital Investment Advisors
Kansas
$2.75M +$1.71M +34,036 +165%
1832 Asset Management
230
1832 Asset Management
Ontario, Canada
$2.69M -$28.6K -568 -1%
DAS
231
Dynamic Advisor Solutions
Arizona
$2.67M +$769K +15,295 +40%
AAS
232
Ameritas Advisory Services
Nebraska
$2.59M +$2.59M +51,532 New
DI
233
DFPG Investments
Utah
$2.59M – – –
WWM
234
Western Wealth Management
Colorado
$2.56M +$348K +6,940 +16%
CB
235
Cadence Bank
Mississippi
$2.54M -$77.8K -1,547 -3%
Kovitz Investment Group Partners
236
Kovitz Investment Group Partners
Illinois
$2.52M -$16.4K -327 -0.6%
SAM
237
Securian Asset Management
Minnesota
$2.51M – – –
NCM
238
Northside Capital Management
Oregon
$2.51M +$2.51M +50,000 New
AF
239
Advisornet Financial
Minnesota
$2.5M -$77K -1,532 -3%
CIBC World Market
240
CIBC World Market
Ontario, Canada
$2.5M -$1.94M -38,648 -44%
GSWM
241
Greenup Street Wealth Management
Michigan
$2.48M -$820K -16,317 -25%
CAM
242
Caprin Asset Management
Virginia
$2.47M -$17K -338 -0.7%
PL
243
Protective Life
Alabama
$2.46M – – –
CAAS
244
Capital Asset Advisory Services
Michigan
$2.44M -$35.2K -700 -1%
OCM
245
One Capital Management
California
$2.43M +$1.01M +20,090 +71%
OFA
246
Oak Family Advisors
Illinois
$2.39M +$449K +8,928 +23%
BS
247
Banco Santander
Spain
$2.37M -$130K -2,588 -5%
WP
248
WealthSource Partners
California
$2.34M +$660K +13,140 +39%
CM
249
Columbus Macro
Pennsylvania
$2.33M +$30.8K +613 +1%
ES
250
Eagle Strategies
New York
$2.32M +$1.36K +27 +0.1%
8 9
10
11 12