FLOT icon

iShares Floating Rate Bond ETF

601 hedge funds and large institutions have $4.87B invested in iShares Floating Rate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 227 increasing their positions, 234 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
-23
Holders Change %
-3.69%
% of All Funds
8.71%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.51%
New
53
Increased
227
Reduced
234
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
301
Belpointe Asset Management
Nevada
$971K +$475K +9,297 +96%
TFA
302
Transamerica Financial Advisors
Florida
$964K +$964K +18,875 New
HI
303
Harbour Investments
Wisconsin
$962K +$26K +509 +3%
MIA
304
MMBG Investment Advisors
Florida
$955K -$64.3K -1,260 -6%
JWCA
305
J.W. Cole Advisors
Florida
$947K +$214K +4,199 +29%
RA
306
Rise Advisors
New York
$938K +$9.65K +189 +1%
SAS
307
Stelac Advisory Services
New York
$928K -$85.8K -1,680 -8%
TC
308
TownSquare Capital
Utah
$925K +$30.3K +594 +3%
FCIM
309
Fairview Capital Investment Management
California
$920K -$33.2K -650 -3%
RJT
310
Raymond James Trust
Florida
$912K -$35.1K -687 -4%
NFG
311
Nations Financial Group
Iowa
$906K +$277K +5,426 +44%
DAS
312
Dynamic Advisor Solutions
Arizona
$898K +$26.8K +525 +3%
FPGK
313
Financial Partners Group (Kansas)
Kansas
$890K -$35.1K -687 -4%
DWM
314
Dakota Wealth Management
Florida
$888K -$300K -5,882 -25%
MFG
315
Mosaic Financial Group
Illinois
$887K +$887K +17,374 New
TWM
316
TriaGen Wealth Management
California
$886K +$886K +17,356 New
BAAM
317
Baker Avenue Asset Management
California
$875K -$86.3K -1,690 -9%
VA
318
Valmark Advisers
Ohio
$874K -$402K -7,871 -31%
GPA
319
Guidance Point Advisors
Massachusetts
$868K -$4.7K -92 -0.5%
CTC
320
Central Trust Company
Missouri
$864K +$48.3K +945 +6%
SW
321
SlateStone Wealth
Florida
$862K +$220K +4,305 +34%
DI
322
Disciplined Investments
Oklahoma
$859K +$18.2K +357 +2%
PFA
323
Professional Financial Advisors
Nebraska
$858K -$340K -6,664 -28%
SGAM
324
Stephens Group Asset Management
Arkansas
$847K +$90.4K +1,770 +12%
MPPLM
325
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$843K +$18.3K +358 +2%