FLOT icon

iShares Floating Rate Bond ETF
FLOT

Overview Fund Activity

520 hedge funds and large institutions have $5.3B invested in iShares Floating Rate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 189 increasing their positions, 225 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
-27
Holders Change %
-4.94%
% of All Funds
11.31%
Holding in Top 10
50
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15.25%
% of All Funds
1.09%
New
41
Increased
189
Reduced
225
Closed
58
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$105M
2
BlackRock
BlackRock
New York
+$87.2M
3
MFM
MD Financial Management
Ontario, Canada
+$37.7M
4
HighTower Advisors
HighTower Advisors
Illinois
+$26.3M
5
IA
IndexIQ Advisors
New York
+$19.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$104M
2
Jane Street
Jane Street
New York
-$64.9M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$64.3M
4
Ameriprise
Ameriprise
Minnesota
-$57.1M
5
AWS
AJ Wealth Strategies
New York
-$52.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRC
401
Bell Rock Capital
Delaware
$285K -$174K -3,435 -38%
SFP
402
Shepherd Financial Partners
Massachusetts
$281K -$20.1K -394 -7%
PHS
403
Pekin Hardy Strauss
Illinois
$279K +$16.8K +330 +6%
IP
404
Intellectus Partners
California
$278K -$32.1K -630 -10%
GLA
405
Good Life Advisors
Pennsylvania
$273K +$4.07K +79 +2%
TA
406
Tiedemann Advisors
New York
$272K -$204K -4,000 -43%
EWA
407
EP Wealth Advisors
California
$269K +$269K +5,272 New
RWM
408
RBA Wealth Management
California
$267K -$30K -590 -10%
HSA
409
HBK Sorce Advisory
Pennsylvania
$266K -$70K -1,371 -21%
CFG
410
Cooper Financial Group
California
$266K +$39.2K +769 +17%
QPWM
411
Quadrant Private Wealth Management
Pennsylvania
$266K +$266K +5,232 New
IWA
412
IBEX Wealth Advisors
New Jersey
$266K +$266K +5,236 New
AAS
413
Annex Advisory Services
Wisconsin
$263K +$27K +530 +11%
William Blair & Company
414
William Blair & Company
Illinois
$263K +$45.8K +898 +21%
CWP
415
Capital Wealth Planning
Florida
$263K +$263K +5,166 New
Principal Financial Group
416
Principal Financial Group
Iowa
$262K +$262K +5,154 New
FWM
417
Foresight Wealth Management
Utah
$258K -$167K -3,265 -39%
CWS
418
Cypress Wealth Services
California
$251K -$9.13K -179 -4%
TCM
419
Twin Capital Management
Pennsylvania
$250K -$2.01M -39,410 -89%
CIAS
420
Capital Investment Advisory Services
North Carolina
$244K – – –
CIM
421
Confluence Investment Management
Missouri
$242K – – –
JHCP
422
Jackson Hole Capital Partners
Oklahoma
$239K – – –
MA
423
MONECO Advisors
Connecticut
$236K +$254 +5 +0.1%
AWA
424
Arete Wealth Advisors
Illinois
$234K +$17.3K +339 +8%
WIA
425
World Investment Advisors
California
$231K +$231K +4,532 New
15 16
17
18 19