iShares Floating Rate Bond ETF
FLOT
547 hedge funds and large institutions have $5.68B invested in iShares Floating Rate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 173 increasing their positions, 260 reducing their positions, and 59 closing their positions.
1.61% less ownership
Funds ownership: 55.79% → 54.19% (-1.6%)
3% less funds holding
Funds holding: 564 → 547 (-17)
14% less first-time investments, than exits
New positions opened: 51 | Existing positions closed: 59
15% less capital invested
Capital invested by funds: $6.65B → $5.68B (-$968M)
31% less funds holding in top 10
Funds holding in top 10: 85 → 59 (-26)
33% less repeat investments, than reductions
Existing positions increased: 173 | Existing positions reduced: 260
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$63.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$41.4M |
| 3 |
AssetMark Inc
Concord,
California
|
+$37.4M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$30.1M |
| 5 |
Morgan Stanley
New York
|
+$27.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$160M |
| 2 |
Verition Fund Management
Greenwich,
Connecticut
|
-$58.8M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$48M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$46.7M |
| 5 |
BlackRock
New York
|
-$38.8M |
FLOT Hedge Fund Activity: Q1 2019 in Review
547 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q1 2019, worth a combined $5.68B — down 15% from $6.65B a quarter earlier.
Sellers outnumbered buyers: 59 funds closed out of FLOT and 51 opened new positions — a net loss of 8 holders — while 260 trimmed existing stakes and 173 added.
The largest buyer was Jane Street, adding an estimated $63.8M. The largest seller was FormulaFolio Investments, cutting an estimated $160M.
- 547 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q1 2019, down from 564 in Q4 2018.
- Funds reported $5.68B of iShares Floating Rate Bond ETF stock for Q1 2019, down 15% quarter-over-quarter.
- 51 funds opened new iShares Floating Rate Bond ETF positions in Q1 2019 and 59 closed out, a net change of -8 holders.
- The largest iShares Floating Rate Bond ETF buyer in Q1 2019 was Jane Street, an estimated $63.8M added.
- The largest iShares Floating Rate Bond ETF seller in Q1 2019 was FormulaFolio Investments, an estimated $160M sold.
Based on aggregated 13F filings for Q1 2019.