FLOT icon

iShares Floating Rate Bond ETF

619 hedge funds and large institutions have $5B invested in iShares Floating Rate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 258 increasing their positions, 205 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
619
Holders Change
+18
Holders Change %
+3%
% of All Funds
9%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.57%
New
65
Increased
258
Reduced
205
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
APWA
276
Atlas Private Wealth Advisors
New Jersey
$1.16M +$581K +11,370 +100%
SF
277
Synovus Financial
Georgia
$1.16M +$69.2K +1,354 +6%
LWM
278
Lionsbridge Wealth Management
Florida
$1.15M +$1.15M +22,588 New
SW
279
SlateStone Wealth
Florida
$1.15M +$287K +5,615 +33%
AWM
280
Apollon Wealth Management
South Carolina
$1.15M +$39.3K +770 +4%
PRI
281
Prepared Retirement Institute
Pennsylvania
$1.15M -$276K -5,397 -19%
BFC
282
Blue Fin Capital
Rhode Island
$1.14M +$136K +2,653 +13%
CWS
283
Cypress Wealth Services
California
$1.14M
FA
284
Flagstar Advisors
New York
$1.12M +$127K +2,494 +13%
FA
285
Forefront Analytics
Pennsylvania
$1.11M +$16.5K +323 +2%
SC
286
Syon Capital
California
$1.1M +$26.4K +517 +2%
CIAS
287
Capital Investment Advisory Services
North Carolina
$1.1M +$537K +10,506 +95%
IWN
288
Independent Wealth Network
Iowa
$1.1M +$19.8K +387 +2%
MWP
289
MYCIO Wealth Partners
Pennsylvania
$1.1M
NFG
290
Nations Financial Group
Iowa
$1.09M +$186K +3,647 +21%
VWM
291
Venturi Wealth Management
Texas
$1.09M +$65.9K +1,290 +6%
TWM
292
TriaGen Wealth Management
California
$1.09M +$200K +3,910 +23%
CWM
293
Connecticut Wealth Management
Connecticut
$1.07M
WWM
294
Western Wealth Management
Colorado
$1.07M -$71.3K -1,395 -6%
NA
295
Navellier & Associates
Nevada
$1.06M +$1.06M +20,702 New
SGAM
296
Stephens Group Asset Management
Arkansas
$1.05M +$204K +4,002 +24%
JPLA
297
Joseph P. Lucia & Associates
New York
$1.05M -$132K -2,586 -11%
PCM
298
Parsons Capital Management
Rhode Island
$1.02M -$11K -215 -1%
JCIA
299
Jackson Creek Investment Advisors
Colorado
$1M +$331K +6,484 +49%
AFP
300
Ausdal Financial Partners
Iowa
$995K +$579K +11,327 +139%