FLOT icon

iShares Floating Rate Bond ETF
FLOT

Overview Fund Activity

608 hedge funds and large institutions have $4.88B invested in iShares Floating Rate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 199 increasing their positions, 278 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
Holders Change
-26
Holders Change %
-4.1%
% of All Funds
9.59%
Holding in Top 10
42
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.67%
% of All Funds
0.66%
New
57
Increased
199
Reduced
278
Closed
75
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NYLIM
New York Life Investment Management
New York
+$136M
2
AssetMark Inc
AssetMark Inc
California
+$50M
3
MWM
Modera Wealth Management
New Jersey
+$43.2M
4
BCM
BlueCrest Capital Management
Jersey
+$41.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$38M

Top Sellers

1
Jane Street
Jane Street
New York
-$655M
2
Bank of America
Bank of America
North Carolina
-$82.2M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$52.6M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$40.2M
5
DC
Davenport & Co
Virginia
-$28.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FUBT
226
First United Bank & Trust
Maryland
$1.76M -$597K -11,750 -25%
GWANC
227
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.75M +$54.8K +1,084 +3%
KC
228
Kades & Cheifetz
Pennsylvania
$1.74M -$12.9K -254 -0.7%
FWA
229
FOCUS Wealth Advisors
Texas
$1.69M -$15.4K -304 -0.9%
GTAM
230
Global Trust Asset Management
Florida
$1.68M -$30.5K -600 -2%
AIC
231
Archer Investment Corporation
Indiana
$1.67M -$112K -2,206 -6%
KCM
232
Kanawha Capital Management
Virginia
$1.67M -$85.3K -1,679 -5%
MNBTD
233
Moody National Bank Trust Division
Texas
$1.67M +$150K +2,959 +10%
PG
234
Patten Group
Tennessee
$1.65M -$350K -6,880 -17%
ONB
235
Old National Bancorp
Indiana
$1.65M -$123K -2,417 -7%
OFS
236
OneAscent Financial Services
Alabama
$1.65M +$1.65M +32,517 New
PAS
237
Park Avenue Securities
New York
$1.64M +$666K +13,098 +68%
JPLA
238
Joseph P. Lucia & Associates
New York
$1.63M +$261K +5,140 +19%
DADC
239
D.A. Davidson & Co
Montana
$1.61M +$52.2K +1,028 +3%
LIM
240
Leavell Investment Management
Alabama
$1.6M -$217K -4,279 -12%
SAM
241
Simplify Asset Management
Nevada
$1.6M +$1.37M +26,937 +599%
PA
242
PFG Advisors
Arizona
$1.59M -$235K -4,627 -13%
TAM
243
TCP Asset Management
Ohio
$1.58M -$515K -10,136 -25%
AFG
244
Atomi Financial Group
New York
$1.55M +$570K +11,210 +58%
SCA
245
STALEY CAPITAL ADVISERS
Pennsylvania
$1.55M – – –
ACA
246
Anchor Capital Advisors
Massachusetts
$1.54M – – –
USB
247
Union Savings Bank
Connecticut
$1.53M +$1.53M +30,077 New
DWM
248
Dakota Wealth Management
Florida
$1.53M -$46.7K -919 -3%
PIM
249
Penobscot Investment Management
Massachusetts
$1.52M -$39.6K -780 -3%
DFA
250
DHK Financial Advisors
New Hampshire
$1.47M +$20.1K +396 +1%
8 9
10
11 12