We are live on ! Find out more
FLOT icon

iShares Floating Rate Bond ETF

441 hedge funds and large institutions have $4.51B invested in iShares Floating Rate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 232 increasing their positions, 83 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 24

180% more repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 83

31% more funds holding in top 10

Funds holding in top 10: 3546 (+11)

26% more capital invested

Capital invested by funds: $3.57B → $4.51B (+$937M)

13% more funds holding

Funds holding: 392441 (+49)

3.71% more ownership

Funds ownership: 53.48%57.19% (+3.7%)

Holders
441
Holders Change
+49
Holders Change %
+12.5%
% of All Funds
10.11%
Holding in Top 10
46
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+31.43%
% of All Funds
1.05%
New
77
Increased
232
Reduced
83
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
276
Fifth Third Bancorp
Ohio
$661K
FPFS
277
First Personal Financial Services
North Carolina
$661K +$661K +12,984 New
CMBA
278
C.M. Bidwell & Associates
Hawaii
$659K +$659K +12,935 New
Cetera Investment Advisers
279
Cetera Investment Advisers
Illinois
$643K +$178K +3,490 +38%
CIA
280
Capital Investment Advisors
Georgia
$642K -$169K -3,312 -21%
FDCDDQ
281
Federation des caisses Desjardins du Quebec
Quebec, Canada
$634K +$369K +7,239 +139%
LTI
282
Laffer Tengler Investments
Tennessee
$623K +$76.3K +1,498 +14%
FUBT
283
First United Bank & Trust
Maryland
$582K +$4.23K +83 +0.7%
AA
284
Ancora Advisors
Ohio
$580K +$52.3K +1,026 +10%
CTA
285
Chesley Taft & Associates
Illinois
$578K +$280K +5,500 +94%
CSA
286
Cottage Street Advisors
Massachusetts
$573K +$573K +11,256 New
HS
287
Horan Securities
United States
$570K +$56.5K +1,110 +11%
FF
288
Friedenthal Financial
New Jersey
$570K +$571K +11,200 New
CAL
289
Capital Advisors Ltd
Ohio
$557K +$72.9K +1,431 +15%
SMG
290
Smart Money Group
Texas
$541K +$274K +5,382 +103%
SCA
291
Snowden Capital Advisors
New York
$537K -$63.6K -1,248 -11%
ACM
292
AlphaStar Capital Management
North Carolina
$536K +$536K +10,523 New
HCA
293
Harbour Capital Advisors
Virginia
$532K +$150K +2,948 +39%
HCM
294
Hollencrest Capital Management
California
$519K -$101K -1,988 -16%
OAM
295
Oak Asset Management
California
$513K +$6.11K +120 +1%
CCA
296
Clearwater Capital Advisors
Illinois
$509K -$195K -3,835 -28%
CLOS
297
Compagnie Lombard Odier SCmA
Switzerland
$500K -$295K -5,800 -37%
WP
298
WealthShield Partners
North Carolina
$495K
NDSI
299
Newman Dignan & Sheerar Inc
Rhode Island
$495K +$1.63K +32 +0.3%
WT
300
Whittier Trust
California
$494K -$1.11M -21,744 -69%

FLOT Hedge Fund Activity: Q1 2018 in Review

441 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q1 2018, worth a combined $4.51B — up 26% from $3.57B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new FLOT positions and 24 closed out — a net gain of 53 holders — while 232 added to existing stakes and 83 trimmed.

The largest buyer was Bank of America, adding an estimated $134M. The largest seller was Grimes & Company, exiting entirely with an estimated $53M sold.

  • 441 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q1 2018, up from 392 in Q4 2017.
  • Funds reported $4.51B of iShares Floating Rate Bond ETF stock for Q1 2018, up 26% quarter-over-quarter.
  • 77 funds opened new iShares Floating Rate Bond ETF positions in Q1 2018 and 24 closed out, a net change of +53 holders.
  • The largest iShares Floating Rate Bond ETF buyer in Q1 2018 was Bank of America, an estimated $134M added.
  • The largest iShares Floating Rate Bond ETF seller in Q1 2018 was Grimes & Company, an estimated $53M sold.

Based on aggregated 13F filings for Q1 2018.