FLOT icon

iShares Floating Rate Bond ETF

492 hedge funds and large institutions have $3.16B invested in iShares Floating Rate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 147 increasing their positions, 189 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+34
Holders Change %
+7.42%
% of All Funds
8.73%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.43%
New
77
Increased
147
Reduced
189
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
251
Private Advisory Group
Washington
$784K -$40.2K -793 -5%
SFP
252
Shepherd Financial Partners
Massachusetts
$781K -$263K -5,200 -25%
APP
253
Avantax Planning Partners
Iowa
$770K -$113K -2,226 -13%
DI
254
Disciplined Investments
Oklahoma
$768K -$124K -2,453 -14%
FHC
255
First Horizon Corporation
Tennessee
$765K -$34.3K -676 -4%
HCM
256
Hollencrest Capital Management
California
$738K
VA
257
Valmark Advisers
Ohio
$721K +$25.1K +495 +4%
BSAM
258
Blue Sky Asset Management
Colorado
$716K +$716K +14,096 New
GRP
259
Global Retirement Partners
California
$708K -$84.8K -1,671 -11%
RJT
260
Raymond James Trust
Florida
$701K -$314K -6,194 -31%
CWA
261
Centennial Wealth Advisory
Michigan
$696K +$696K +13,724 New
LNWWM
262
Laird Norton Wetherby Wealth Management
California
$693K +$693K +13,660 New
VCA
263
Verdence Capital Advisors
Maryland
$691K -$21.2K -417 -3%
ECM
264
Evergreen Capital Management
Washington
$683K -$20.3K -400 -3%
DADC
265
D.A. Davidson & Co
Montana
$682K +$438K +8,623 +179%
LFA
266
Lighthouse Financial Advisors
Maryland
$679K -$13.3K -263 -2%
CCM
267
Chilton Capital Management
Texas
$672K -$101 -2 -0%
COCM
268
Charter Oak Capital Management
New Hampshire
$671K +$671K +13,223 New
ATPW
269
Ashton Thomas Private Wealth
Arizona
$670K -$1.32M -25,960 -66%
FEM
270
Fulcrum Equity Management
Texas
$668K +$203K +4,014 +44%
MCG
271
MACRO Consulting Group
New Jersey
$662K -$8.91K -176 -1%
ACM
272
Advisors Capital Management
New Jersey
$649K -$13.6M -267,869 -95%
PA
273
Paracle Advisors
Washington
$649K
CIP
274
Capital Insight Partners
Arizona
$642K -$16.9K -333 -3%
CSA
275
Cottage Street Advisors
Massachusetts
$640K +$304 +6 +0%