FLOT icon

iShares Floating Rate Bond ETF
FLOT

Overview Fund Activity

601 hedge funds and large institutions have $4.8B invested in iShares Floating Rate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 207 increasing their positions, 252 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
-18
Holders Change %
-2.91%
% of All Funds
8.69%
Holding in Top 10
30
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-23.08%
% of All Funds
0.43%
New
47
Increased
207
Reduced
252
Closed
63
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$88.7M
2
Franklin Resources
Franklin Resources
California
+$56.9M
3
US Bancorp
US Bancorp
Minnesota
+$18.8M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$16.4M
5
HIC
Hartline Investment Corp
Illinois
+$15.1M

Top Sellers

1
CA
Crane Advisory
California
-$50M
2
HSBC Holdings
HSBC Holdings
United Kingdom
-$43.8M
3
AIA
Angeles Investment Advisors
California
-$43M
4
Northern Trust
Northern Trust
Illinois
-$33.5M
5
NA
NewEdge Advisors
Louisiana
-$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCIM
301
Fairview Capital Investment Management
California
$928K +$10.2K +200 +1%
GSWM
302
Greenup Street Wealth Management
Michigan
$914K +$80.6K +1,579 +10%
SGAM
303
Stephens Group Asset Management
Arkansas
$906K -$144K -2,826 -14%
TC
304
TownSquare Capital
Utah
$906K – – –
CISOA
305
Capital Investment Services of America
Wisconsin
$891K -$61.2K -1,200 -6%
SAS
306
Stelac Advisory Services
New York
$862K -$50.6K -991 -6%
IA
307
IFP Advisors
Florida
$857K +$492K +9,633 +134%
AWE
308
Avidian Wealth Enterprises
Texas
$853K +$20.4K +400 +2%
GPA
309
Guidance Point Advisors
Massachusetts
$853K +$9.39K +184 +1%
MIA
310
MMBG Investment Advisors
Florida
$852K -$45.2K -885 -5%
DWM
311
Dakota Wealth Management
Florida
$848K -$24.3K -477 -3%
ACA
312
Anchor Capital Advisors
Massachusetts
$845K – – –
MPPLM
313
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$843K +$35.9K +704 +4%
WAM
314
WNY Asset Management
New York
$840K -$328K -6,419 -28%
HGA
315
Hobbs Group Advisors
South Carolina
$800K +$1.63K +32 +0.2%
PFS
316
Prospera Financial Services
Texas
$795K +$557K +10,905 +233%
CWM
317
Connecticut Wealth Management
Connecticut
$791K -$281K -5,500 -26%
WB
318
Webster Bank
Connecticut
$786K +$635K +12,450 +421%
SG
319
StoneX Group
New York
$784K +$427K +8,364 +120%
FPAS
320
Focus Partners Advisor Solutions
Missouri
$782K -$613 -12 -0.1%
AI
321
Atria Investments
North Carolina
$775K +$305K +5,979 +65%
CCM
322
Coldstream Capital Management
Washington
$773K +$3.93K +77 +0.5%
BAAM
323
Baker Avenue Asset Management
California
$772K -$45.1K -883 -6%
PFA
324
Professional Financial Advisors
Nebraska
$766K -$21.4K -419 -3%
WA
325
WBH Advisory
Maryland
$760K +$128K +2,515 +20%
11 12
13
14 15