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 %
WAS
376
Wealth Advisory Solutions
Indiana
$561K +$561K +10,994 New
ST
377
Smithfield Trust
Pennsylvania
$558K -$841K -16,491 -60%
Cerity Partners
378
Cerity Partners
New York
$552K +$124K +2,420 +29%
EBA
379
Eagle Bay Advisors
New York
$544K -$9.45K -185 -2%
FDCDDQ
380
Federation des caisses Desjardins du Quebec
Quebec, Canada
$537K -$5.11K -100 -0.9%
Prudential Financial
381
Prudential Financial
New Jersey
$528K -$616K -12,070 -54%
COCM
382
Charter Oak Capital Management
New Hampshire
$524K -$219K -4,283 -29%
SB
383
Strategic Blueprint
Georgia
$519K -$39.9K -782 -7%
FFG
384
Frisch Financial Group
New York
$517K -$26.5K -519 -5%
CTWM
385
Cherry Tree Wealth Management
Minnesota
$497K +$562 +11 +0.1%
LNC
386
Lincoln National Corp
Pennsylvania
$481K -$89.9K -1,761 -16%
IFO
387
Independent Family Office
New York
$481K -$51.1K -1,000 -10%
CA
388
Callahan Advisors
Texas
$481K +$481K +9,411 New
AWM
389
AE Wealth Management
Kansas
$473K -$5.86M -114,709 -93%
AIC
390
Argus Investors Counsel
New York
$470K +$562 +11 +0.1%
MSFS
391
Main Street Financial Solutions
Pennsylvania
$466K +$613 +12 +0.1%
MFG
392
Merit Financial Group
Georgia
$465K +$465K +9,144 New
HCM
393
Hutchinson Capital Management
California
$465K – – –
MM
394
Meridian Management
Arkansas
$465K – – –
CAC
395
Certified Advisory Corp
Florida
$464K +$29.9K +585 +7%
WWM
396
WJ Wealth Management
Arizona
$459K -$109K -2,137 -19%
SG
397
Sharper & Granite
California
$458K – – –
HWM
398
Hohimer Wealth Management
Washington
$454K +$3.12K +61 +0.7%
NB
399
Northwest Bancshares
Pennsylvania
$450K -$35.8K -701 -7%
A
400
Allianz
Germany
$436K +$436K +8,538 New
14 15
16
17 18