iShares Floating Rate Bond ETF
FLOT
488 hedge funds and large institutions have $5.51B invested in iShares Floating Rate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 201 increasing their positions, 194 reducing their positions, and 58 closing their positions.
2.45% more ownership
Funds ownership: 53.36% → 55.82% (+2.5%)
4% more capital invested
Capital invested by funds: $5.3B → $5.51B (+$205M)
4% more repeat investments, than reductions
Existing positions increased: 201 | Existing positions reduced: 194
6% less funds holding
Funds holding: 520 → 488 (-32)
8% less funds holding in top 10
Funds holding in top 10: 50 → 46 (-4)
48% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 58
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Prudential plc
London, England,
United Kingdom
|
+$679M |
| 2 |
AssetMark Inc
Concord,
California
|
+$57.3M |
| 3 |
MFM
MD Financial Management
Ottawa,
Ontario, Canada
|
+$13.3M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$12.2M |
| 5 |
Bank of New York Mellon
New York
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$90.5M |
| 2 |
BlackRock
New York
|
-$74.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$66.4M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$62.6M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$27.7M |
FLOT Hedge Fund Activity: Q3 2019 in Review
488 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q3 2019, worth a combined $5.51B — up 3.9% from $5.3B a quarter earlier.
Sellers outnumbered buyers: 58 funds closed out of FLOT and 30 opened new positions — a net loss of 28 holders — while 194 trimmed existing stakes and 201 added.
The largest buyer was Prudential plc, opening a new position worth an estimated $679M. The largest seller was Bank of America, cutting an estimated $90.5M.
- 488 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q3 2019, down from 520 in Q2 2019.
- Funds reported $5.51B of iShares Floating Rate Bond ETF stock for Q3 2019, up 3.9% quarter-over-quarter.
- 30 funds opened new iShares Floating Rate Bond ETF positions in Q3 2019 and 58 closed out, a net change of -28 holders.
- The largest iShares Floating Rate Bond ETF buyer in Q3 2019 was Prudential plc, an estimated $679M added.
- The largest iShares Floating Rate Bond ETF seller in Q3 2019 was Bank of America, an estimated $90.5M sold.
Based on aggregated 13F filings for Q3 2019.