FLOT icon

iShares Floating Rate Bond ETF
FLOT

Overview Fund Activity

624 hedge funds and large institutions have $5.16B invested in iShares Floating Rate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 195 increasing their positions, 277 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
+18
Holders Change %
+2.97%
% of All Funds
9.15%
Holding in Top 10
37
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-19.57%
% of All Funds
0.54%
New
74
Increased
195
Reduced
277
Closed
53
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$427M
2
Northern Trust
2
Northern Trust
Illinois
$218M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$76.6M
4
AWM
4
Apollon Wealth Management
South Carolina
$28.7M
5
AIA
5
Angeles Investment Advisors
California
$20.9M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$68M
2
Bank of America
2
Bank of America
North Carolina
$388M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$107M
4
BFG
4
Beacon Financial Group
Texas
$13.8M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$48M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
226
Octavia Wealth Advisors
Ohio
$1.98M -$217K -4,280 -10%
PCA
227
Providence Capital Advisors
North Carolina
$1.98M -$72.5K -1,432 -4%
RA
228
RiverTree Advisors
Florida
$1.97M +$1.97M +38,870 New
HH
229
Hilltop Holdings
Texas
$1.96M +$669K +13,207 +52%
TCM
230
Triumph Capital Management
Colorado
$1.95M +$527K +10,404 +37%
AAS
231
Ameritas Advisory Services
Nebraska
$1.95M -$476K -9,397 -20%
PA
232
PFG Advisors
Arizona
$1.9M +$640K +12,648 +51%
GWANC
233
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.9M +$107K +2,115 +6%
AI
234
Atria Investments
North Carolina
$1.81M -$253K -4,990 -12%
DIA
235
Davidson Investment Advisors
Montana
$1.79M -$274K -5,406 -13%
FWA
236
FOCUS Wealth Advisors
Texas
$1.76M +$88K +1,738 +5%
AFG
237
Atomi Financial Group
New York
$1.75M +$20K +395 +1%
DADC
238
D.A. Davidson & Co
Montana
$1.72M +$103K +2,025 +6%
DG
239
DMC Group
Alabama
$1.72M -$184K -3,631 -10%
OWA
240
Outlook Wealth Advisors
Texas
$1.71M +$1.71M +33,845 New
OFS
241
OneAscent Financial Services
Alabama
$1.7M -$74.4K -1,469 -4%
DCM
242
Donaldson Capital Management
Indiana
$1.68M -$9.97K -197 -0.6%
BCI
243
Brinker Capital Investments
Pennsylvania
$1.67M +$554K +10,929 +50%
OPS
244
Orion Portfolio Solutions
Nebraska
$1.67M +$554K +10,929 +50%
MNBTD
245
Moody National Bank Trust Division
Texas
$1.67M – – –
GKWIM
246
Gerber Kawasaki Wealth & Investment Management
California
$1.66M -$210K -4,147 -11%
KC
247
Kades & Cheifetz
Pennsylvania
$1.65M +$30.1K +594 +2%
ONB
248
Old National Bancorp
Indiana
$1.61M -$23.7K -468 -1%
EP
249
Edgestream Partners
New Jersey
$1.6M -$202K -3,997 -11%
USB
250
Union Savings Bank
Connecticut
$1.6M +$76.4K +1,510 +5%
8 9
10
11 12