FLOT icon

iShares Floating Rate Bond ETF
FLOT

Overview Fund Activity

453 hedge funds and large institutions have $3.2B invested in iShares Floating Rate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 126 increasing their positions, 225 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
-23
Holders Change %
-4.83%
% of All Funds
9.31%
Holding in Top 10
29
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-36.96%
% of All Funds
0.6%
New
47
Increased
126
Reduced
225
Closed
66
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFM
MD Financial Management
Ontario, Canada
+$8.07M
2
TWA
Tillar-Wenstrup Advisors
Ohio
+$7.72M
3
TNBTD
Trustmark National Bank Trust Department
Mississippi
+$6.86M
4
SS
Simplicity Solutions
Minnesota
+$6.23M
5
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$5.37M

Top Sellers

1
Jane Street
Jane Street
New York
-$700M
2
Osaic Holdings
Osaic Holdings
Arizona
-$520M
3
BlackRock
BlackRock
New York
-$114M
4
Bank of America
Bank of America
North Carolina
-$105M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
276
Redhawk Wealth Advisors
Minnesota
$584K +$101 +2 +0%
NB
277
Northwest Bancshares
Pennsylvania
$565K -$1.32K -26 -0.2%
LF
278
Lee Financial
Texas
$552K +$129K +2,549 +31%
SIM
279
SSI Investment Management
California
$542K -$19.8K -390 -4%
AWA
280
Acorn Wealth Advisors
Michigan
$539K +$3.49K +69 +0.7%
WAM
281
Weatherly Asset Management
California
$537K – – –
EVM
282
Eaton Vance Management
Massachusetts
$535K -$50.7K -1,003 -9%
OWA
283
Outlook Wealth Advisors
Texas
$534K -$20.4K -403 -4%
CCM
284
Covington Capital Management
California
$534K – – –
CIP
285
Capital Insight Partners
Arizona
$533K +$533K +10,535 New
WCG
286
Weaver Consulting Group
California
$530K +$9.76K +193 +2%
FIM
287
Freedom Investment Management
Connecticut
$511K +$148K +2,920 +41%
ECA
288
Elevated Capital Advisors
Utah
$511K +$511K +10,080 New
CASB
289
Cape Ann Savings Bank
Massachusetts
$504K +$504K +9,971 New
GCA
290
Gradient Capital Advisors
California
$502K – – –
CCFM
291
Clear Creek Financial Management
Washington
$501K +$223K +4,419 +80%
GC
292
Grimes & Company
Massachusetts
$495K – – –
CWM
293
Cabot Wealth Management
Massachusetts
$490K -$100K -1,980 -17%
Prudential Financial
294
Prudential Financial
New Jersey
$484K -$488K -9,640 -50%
FHA
295
Flagship Harbor Advisors
Massachusetts
$483K +$173K +3,428 +56%
AWE
296
Avidian Wealth Enterprises
Texas
$480K -$12.6K -248 -3%
WP
297
WealthShield Partners
North Carolina
$478K -$2.28K -45 -0.5%
TIA
298
Traphagen Investment Advisors
New Jersey
$474K -$809 -16 -0.2%
AIM
299
Alhambra Investment Management
Florida
$474K -$2.99K -59 -0.6%
JIP
300
Jaffetilchin Investment Partners
Florida
$468K -$295K -5,828 -39%
10 11
12
13 14