FLOT icon

iShares Floating Rate Bond ETF
FLOT

Overview Fund Activity

624 hedge funds and large institutions have $5.16B invested in iShares Floating Rate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 195 increasing their positions, 277 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
+18
Holders Change %
+2.97%
% of All Funds
9.15%
Holding in Top 10
37
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-19.57%
% of All Funds
0.54%
New
74
Increased
195
Reduced
277
Closed
53
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$427M
2
Northern Trust
Northern Trust
Illinois
$218M
3
Renaissance Technologies
Renaissance Technologies
New York
$76.6M
4
AWM
Apollon Wealth Management
South Carolina
$28.7M
5
AIA
Angeles Investment Advisors
California
$20.9M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$68M
2
Bank of America
Bank of America
North Carolina
$388M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$107M
4
BFG
Beacon Financial Group
Texas
$13.8M
5
Osaic Holdings
Osaic Holdings
Arizona
$48M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
376
WJ Wealth Management
Arizona
$564K – – –
AWM
377
Ameliora Wealth Management
Switzerland
$562K – – –
IWM
378
IHT Wealth Management
Illinois
$558K -$21K -415 -4%
JCIA
379
Jackson Creek Investment Advisors
Colorado
$558K +$911 +18 +0.2%
SB
380
Strategic Blueprint
Georgia
$554K -$61.6K -1,217 -10%
DI
381
DFPG Investments
Utah
$549K -$90K -1,777 -14%
EBA
382
Eagle Bay Advisors
New York
$549K -$101K -2,000 -16%
FFG
383
Frisch Financial Group
New York
$539K -$41.6K -822 -7%
FDCDDQ
384
Federation des caisses Desjardins du Quebec
Quebec, Canada
$538K -$10.4K -205 -2%
IFO
385
Independent Family Office
New York
$527K -$116K -2,282 -18%
ATI
386
ARK & TLK Investments
Oklahoma
$514K +$514K +10,158 New
BAM
387
Belpointe Asset Management
Nevada
$492K -$106K -2,085 -18%
CTWM
388
Cherry Tree Wealth Management
Minnesota
$492K -$154K -3,043 -24%
CWA
389
Capital Wealth Alliance
Arizona
$486K +$4.56K +90 +0.9%
EWM
390
Executive Wealth Management
Michigan
$483K -$36.5K -722 -7%
NB
391
Northwest Bancshares
Pennsylvania
$482K – – –
BWM
392
Bulltick Wealth Management
Florida
$476K -$416K -8,218 -47%
QWP
393
Quotient Wealth Partners
Texas
$473K +$473K +9,347 New
CMS
394
Capital Market Strategies
Florida
$467K – – –
AIC
395
Argus Investors Counsel
New York
$466K +$48.4K +957 +12%
MM
396
Meridian Management
Arkansas
$462K -$323K -6,365 -41%
HCM
397
Hutchinson Capital Management
California
$461K – – –
MSFS
398
Main Street Financial Solutions
Pennsylvania
$461K -$35.4K -700 -7%
SG
399
Sharper & Granite
California
$456K +$456K +9,000 New
HWM
400
Hohimer Wealth Management
Washington
$447K -$15.2K -300 -3%
14 15
16
17 18