FLOT icon

iShares Floating Rate Bond ETF
FLOT

Overview Fund Activity

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
–

Top Buyers

1
AIA
Angeles Investment Advisors
California
$76.2M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$43.8M
3
Jane Street
Jane Street
New York
$44.5M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$27.8M
5
TAM
TCP Asset Management
Ohio
$14.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$216M
2
BlackRock
BlackRock
New York
$287M
3
AWM
Apollon Wealth Management
South Carolina
$1.11M
4
Bank of America
Bank of America
North Carolina
$366M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$31.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCIA
351
Jackson Creek Investment Advisors
Colorado
$670K +$107K +2,102 +19%
WFC
352
Western Financial Corp
California
$657K +$48.8K +955 +8%
PWW
353
Pettyjohn Wood & White
Virginia
$657K -$1.28K -25 -0.2%
SPFA
354
Summit Place Financial Advisors
New Jersey
$653K – – –
NAM
355
NorthCrest Asset Manangement
Minnesota
$651K +$50.3K +986 +8%
BIP
356
Blueprint Investment Partners
North Carolina
$649K -$803K -15,725 -55%
LGA
357
Lebenthal Global Advisors
New York
$637K +$637K +12,482 New
BG
358
Benedetti & Gucer
Georgia
$635K -$118K -2,310 -16%
RIA
359
Realta Investment Advisors
Delaware
$631K -$10.1K -197 -2%
Lido Advisors
360
Lido Advisors
California
$620K -$936K -18,324 -60%
CA
361
Calton & Associates
Florida
$619K -$80.9K -1,585 -12%
IAN
362
Integrated Advisors Network
Texas
$618K -$27.9K -546 -4%
LIM
363
Loudon Investment Management
New Hampshire
$612K -$54.1K -1,060 -8%
RFA
364
Register Financial Advisors
Georgia
$604K +$296K +5,794 +96%
BCWM
365
Bartlett & Co Wealth Management
Ohio
$602K +$153K +3,000 +34%
SFS
366
Sowell Financial Services
Arkansas
$602K -$1.8M -35,325 -75%
AWM
367
Ameliora Wealth Management
Switzerland
$593K +$26K +510 +5%
ACP
368
Aveo Capital Partners
Colorado
$592K -$3.16K -62 -0.5%
EP
369
EPIQ Partners
Minnesota
$581K – – –
APWA
370
Atlas Private Wealth Advisors
New Jersey
$581K -$320K -6,270 -36%
DAS
371
Diversify Advisory Services
Utah
$580K +$580K +11,408 New
WF
372
Welch & Forbes
Massachusetts
$573K – – –
CF
373
Centaurus Financial
California
$573K +$267K +5,238 +87%
CIAS
374
Capital Investment Advisory Services
North Carolina
$565K +$275K +5,379 +95%
AWM
375
Adams Wealth Management
Utah
$563K +$357K +6,995 +173%
13 14
15
16 17