FLOT icon

iShares Floating Rate Bond ETF
FLOT

Overview Fund Activity

334 hedge funds and large institutions have $3.23B invested in iShares Floating Rate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 170 increasing their positions, 82 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+9
Holders Change %
+2.77%
% of All Funds
8.34%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.75%
New
28
Increased
170
Reduced
82
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$255M
2
Bank of America
2
Bank of America
North Carolina
$586M
3
BlackRock
3
BlackRock
New York
$64.3M
4
LG
4
Leuthold Group
Minnesota
$32.7M
5
Wells Fargo
5
Wells Fargo
California
$143M

Top Sellers

1
PP
1
Prudential plc
United Kingdom
$6.38M
2
SG Americas Securities
2
SG Americas Securities
New York
$3.13M
3
Goldman Sachs
3
Goldman Sachs
New York
$35.3M
4
IUHSA
4
Itau Unibanco Holding S.A.
Brazil
$0
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
251
First Foundation Advisors
California
$307K +$21K +413 +7%
MC
252
Mathes Company
New York
$306K – – –
WSCM
253
Wellington Shields Capital Management
New York
$303K – – –
M&T Bank
254
M&T Bank
New York
$302K -$459 -9 -0.2%
Mariner
255
Mariner
Kansas
$295K -$31.8K -625 -10%
PCA
256
Private Capital Advisors
Connecticut
$290K – – –
FA
257
Fortis Advisors
Pennsylvania
$288K +$87.5K +1,721 +44%
CTA
258
Chesley Taft & Associates
Illinois
$288K +$288K +5,650 New
SFA
259
Sequoia Financial Advisors
Ohio
$287K +$287K +5,632 New
VNA
260
VNBTrust National Association
Virginia
$280K – – –
GS
261
Girard Securities
California
$275K – – –
AFP
262
Ausdal Financial Partners
Iowa
$259K +$19.8K +389 +8%
MLIC
263
Mandatum Life Insurance Company
Finland
$258K – – –
MHS
264
M Holdings Securities
Oregon
$258K +$561 +11 +0.2%
BW
265
Bison Wealth
Georgia
$256K – – –
First Trust Advisors
266
First Trust Advisors
Illinois
$256K +$5.1K +100 +2%
PWMAG
267
Pinnacle Wealth Management Advisory Group
New Jersey
$247K – – –
LFAS
268
Level Four Advisory Services
Texas
$246K -$80.2K -1,578 -25%
SEI Investments
269
SEI Investments
Pennsylvania
$245K +$63.9K +1,255 +35%
AP
270
Appleton Partners
Massachusetts
$245K +$245K +4,810 New
CIM
271
Confluence Investment Management
Missouri
$242K +$242K +4,755 New
MSAM
272
Moloney Securities Asset Management
Missouri
$227K – – –
WP
273
WealthSource Partners
California
$226K +$4.83K +95 +2%
KA
274
Klingman & Associates
New York
$225K – – –
AIP
275
Ameritas Investment Partners
Nebraska
$218K – – –
9 10
11
12 13