FLOT icon

iShares Floating Rate Bond ETF
FLOT

Overview Fund Activity

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
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$33.4M
2
Morgan Stanley
Morgan Stanley
New York
+$21.1M
3
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
+$15.8M
4
LPL Financial
LPL Financial
California
+$12.5M
5
Verition Fund Management
Verition Fund Management
Connecticut
+$11.3M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$55M
2
Bank of America
Bank of America
North Carolina
-$48.3M
3
MCM
Model Capital Management
Massachusetts
-$35.3M
4
DCM
DeGreen Capital Management
Arizona
-$30.8M
5
ACM
Advisors Capital Management
New Jersey
-$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
276
WealthSource Partners
California
$637K -$186K -3,669 -23%
CCG
277
Ceeto Capital Group
Florida
$634K – – –
CCT
278
Capital City Trust
Florida
$621K +$7.36K +145 +1%
SAM
279
Summit Asset Management
Tennessee
$595K -$9.34K -184 -2%
IWC
280
Integrated Wealth Concepts
Massachusetts
$589K -$201K -3,963 -25%
SWA
281
Sax Wealth Advisors
New Jersey
$587K +$587K +11,571 New
RIA
282
Realta Investment Advisors
Delaware
$580K -$17.6K -347 -3%
BWM
283
Birchcreek Wealth Management
Ohio
$566K +$566K +11,160 New
NB
284
Northwest Bancshares
Pennsylvania
$560K – – –
AF
285
Allworth Financial
California
$559K -$34.4K -678 -6%
SWP
286
Stratos Wealth Partners
Ohio
$559K +$17.5K +346 +3%
ECA
287
Elevated Capital Advisors
Utah
$558K +$48.1K +949 +9%
SW
288
SVB Wealth
Massachusetts
$555K -$137K -2,705 -20%
SWP
289
Summit Wealth Partners
Florida
$545K -$113K -2,228 -17%
EVM
290
Eaton Vance Management
Massachusetts
$537K – – –
WAM
291
Weatherly Asset Management
California
$536K -$3.05K -60 -0.6%
MA
292
Mutual Advisors
Nebraska
$535K -$216K -4,257 -29%
RWA
293
Redhawk Wealth Advisors
Minnesota
$533K +$51 +1 +0%
BHB
294
Bank Hapoalim BM
Israel
$515K -$760 – –
CCM
295
Covington Capital Management
California
$514K -$21.6K -425 -4%
LF
296
Lee Financial
Texas
$505K -$29.7K -585 -6%
Prudential Financial
297
Prudential Financial
New Jersey
$504K +$25.2K +498 +5%
SIM
298
SSI Investment Management
California
$502K -$30.5K -600 -6%
DWM
299
Dakota Wealth Management
Florida
$502K – – –
OWA
300
Outlook Wealth Advisors
Texas
$501K -$6.69K -132 -1%
10 11
12
13 14