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 %
GKWIM
251
Gerber Kawasaki Wealth & Investment Management
California
$1.44M +$378K +7,436 +36%
BPC
252
Banque Pictet & Cie
Switzerland
$1.42M – – –
ACM
253
AlphaStar Capital Management
North Carolina
$1.42M +$1.42M +27,931 New
WAM
254
WNY Asset Management
New York
$1.42M -$602K -11,855 -30%
VA
255
Valmark Advisers
Ohio
$1.42M +$145K +2,844 +11%
PI
256
PFG Investments
New York
$1.4M +$267K +5,244 +24%
DLCIG
257
D.L. Carlson Investment Group
New Hampshire
$1.39M +$1.39M +27,365 New
CWP
258
Core Wealth Partners
California
$1.38M +$60.7K +1,195 +5%
BCI
259
Brinker Capital Investments
Pennsylvania
$1.38M -$6.15K -121 -0.4%
OPS
260
Orion Portfolio Solutions
Nebraska
$1.38M -$6.15K -121 -0.4%
EGA
261
Eagle Global Advisors
Texas
$1.37M +$167K +3,292 +14%
LNWWM
262
Laird Norton Wetherby Wealth Management
California
$1.36M -$15.2K -300 -1%
WAS
263
Wealth Advisory Solutions
Indiana
$1.33M -$48.9K -963 -4%
NSG
264
Nalls Sherbakoff Group
Tennessee
$1.32M +$5.94K +117 +0.5%
NP
265
Nilsine Partners
Colorado
$1.31M -$22.7K -446 -2%
CISOA
266
Capital Investment Services of America
Wisconsin
$1.3M – – –
MCC
267
Money Concepts Capital
Florida
$1.28M -$7.66M -150,793 -86%
CAG
268
Csenge Advisory Group
Florida
$1.27M +$88.5K +1,742 +8%
MA
269
Mutual Advisors
Nebraska
$1.26M -$6.72M -132,179 -84%
MIA
270
MMBG Investment Advisors
Florida
$1.24M -$3.6M -70,860 -74%
GWM
271
Geneos Wealth Management
Colorado
$1.22M -$20.2K -398 -2%
WT
272
Whittier Trust
California
$1.21M – – –
WSTAM
273
Wilbanks Smith & Thomas Asset Management
Virginia
$1.19M -$3.03M -59,598 -72%
AFA
274
American Financial Advisors
Georgia
$1.18M -$2.46M -48,465 -68%
PA
275
Pinnacle Associates
New York
$1.18M -$176K -3,464 -13%
9 10
11
12 13