FLOT icon

iShares Floating Rate Bond ETF
FLOT

Overview Fund Activity

608 hedge funds and large institutions have $4.88B invested in iShares Floating Rate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 199 increasing their positions, 278 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
Holders Change
-26
Holders Change %
-4.1%
% of All Funds
9.59%
Holding in Top 10
42
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.67%
% of All Funds
0.66%
New
57
Increased
199
Reduced
278
Closed
75
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NYLIM
New York Life Investment Management
New York
+$136M
2
AssetMark Inc
AssetMark Inc
California
+$50M
3
MWM
Modera Wealth Management
New Jersey
+$43.2M
4
BCM
BlueCrest Capital Management
Jersey
+$41.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$38M

Top Sellers

1
Jane Street
Jane Street
New York
-$655M
2
Bank of America
Bank of America
North Carolina
-$82.2M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$52.6M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$40.2M
5
DC
Davenport & Co
Virginia
-$28.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIH
351
Meitav Investment House
Israel
$629K -$9.9K -195 -2%
TWC
352
TD Waterhouse Canada
Ontario, Canada
$617K – – –
NAM
353
NorthCrest Asset Manangement
Minnesota
$616K -$6.45K -127 -1%
WF
354
Welch & Forbes
Massachusetts
$606K -$91.5K -1,800 -13%
PFP
355
Pinnacle Financial Partners
Tennessee
$603K -$1.99M -39,210 -77%
CA
356
Calton & Associates
Florida
$599K -$5.9K -116 -1%
EBA
357
Eagle Bay Advisors
New York
$598K -$1.02K -20 -0.2%
JBA
358
Johnson Bixby & Associates
Washington
$589K +$6.4K +126 +1%
FFG
359
Frisch Financial Group
New York
$585K -$355 -7 -0.1%
KP
360
Keel Point
Alabama
$579K -$1.13M -22,206 -66%
AWM
361
Apollon Wealth Management
South Carolina
$569K -$4.02K -79 -0.7%
WWM
362
WJ Wealth Management
Arizona
$566K +$279K +5,482 +97%
AWM
363
Ameliora Wealth Management
Switzerland
$565K – – –
CSPAM
364
Cary Street Partners Asset Management
Virginia
$562K +$562K +11,064 New
JCIA
365
Jackson Creek Investment Advisors
Colorado
$559K +$6.86K +135 +1%
EWM
366
Executive Wealth Management
Michigan
$553K -$53.2K -1,046 -9%
FDCDDQ
367
Federation des caisses Desjardins du Quebec
Quebec, Canada
$550K +$3.56K +70 +0.7%
CMS
368
Capital Market Strategies
Florida
$530K – – –
JWCA
369
J.W. Cole Advisors
Florida
$524K -$300K -5,909 -36%
GVAG
370
Great Valley Advisor Group
Delaware
$524K -$2.69K -53 -0.5%
HWM
371
Hohimer Wealth Management
Washington
$517K -$118K -2,322 -19%
BPA
372
Beacon Pointe Advisors
California
$513K -$77.7K -1,529 -13%
BTWM
373
Baker Tilly Wealth Management
Wisconsin
$511K +$180K +3,537 +54%
EB
374
Exchange Bank
California
$509K +$509K +10,019 New
UAS
375
United Asset Strategies
New York
$508K -$63.9K -1,257 -11%
13 14
15
16 17