FLOT icon

iShares Floating Rate Bond ETF
FLOT

Overview Fund Activity

582 hedge funds and large institutions have $4.55B invested in iShares Floating Rate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 205 increasing their positions, 171 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
+58
Holders Change %
+11.07%
% of All Funds
8.99%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.51%
New
112
Increased
205
Reduced
171
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$74.1M
2
GT
Glenview Trust
Kentucky
+$55.4M
3
Bank of America
Bank of America
North Carolina
+$54M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$30.3M
5
Prudential Financial
Prudential Financial
New Jersey
+$25.9M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$110M
2
CI
CX Institutional
Indiana
-$13.5M
3
DC
Davenport & Co
Virginia
-$9.98M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$9.03M
5
LG
Leuthold Group
Minnesota
-$8.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFS
301
Bickling Financial Services
Massachusetts
$831K -$32.3K -636 -4%
WFM
302
Wolff Financial Management
Michigan
$825K +$152 +3 +0%
APA
303
Astoria Portfolio Advisors
New York
$825K +$825K +16,263 New
Northwestern Mutual Wealth Management
304
Northwestern Mutual Wealth Management
Wisconsin
$823K +$216K +4,248 +35%
CNWM
305
Clay Northam Wealth Management
California
$818K +$818K +16,130 New
SFG
306
Snider Financial Group
Washington
$802K -$122K -2,412 -13%
BCA
307
Bay Colony Advisors
Massachusetts
$797K -$2.54K -50 -0.3%
CA
308
Calton & Associates
Florida
$791K -$2.66M -52,503 -77%
PWW
309
Pettyjohn Wood & White
Virginia
$786K -$1.27K -25 -0.2%
PFA
310
Paradigm Financial Advisors
Missouri
$781K -$3.19K -63 -0.4%
USCWA
311
U.S. Capital Wealth Advisors
Texas
$779K -$52.2K -1,030 -6%
DI
312
Disciplined Investments
Oklahoma
$772K – – –
UB
313
UMB Bank
Missouri
$768K +$768K +15,140 New
SFG
314
Summit Financial Group
West Virginia
$761K +$144K +2,840 +23%
IWP
315
Icon Wealth Partners
Texas
$742K +$18.5K +365 +3%
IA
316
Insight Advisors
Pennsylvania
$729K -$2.94K -58 -0.4%
HH
317
Hilltop Holdings
Texas
$710K -$27.9K -550 -4%
RIA
318
Realta Investment Advisors
Delaware
$695K -$48.8K -963 -7%
BWM
319
Birchcreek Wealth Management
Ohio
$694K +$17.2K +339 +3%
WWM
320
Western Wealth Management
Colorado
$689K +$689K +13,573 New
EDRH
321
Edmond de Rothschild Holding
Switzerland
$688K – – –
SWA
322
Sax Wealth Advisors
New Jersey
$683K +$49.7K +980 +8%
Comerica Bank
323
Comerica Bank
Texas
$680K +$101K +2,000 +18%
CG
324
Colony Group
Massachusetts
$679K +$57.6K +1,135 +9%
CSA
325
Cottage Street Advisors
Massachusetts
$676K +$676K +13,332 New
11 12
13
14 15