FLOT icon

iShares Floating Rate Bond ETF
FLOT

Overview Fund Activity

512 hedge funds and large institutions have $3.88B invested in iShares Floating Rate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 188 increasing their positions, 168 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
+20
Holders Change %
+4.07%
% of All Funds
9.02%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.49%
New
63
Increased
188
Reduced
168
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$222M
2
BlackRock
BlackRock
New York
$280M
3
AWMS
Advocacy Wealth Management Services
Georgia
$99M
4
US Bancorp
US Bancorp
Minnesota
$53.7M
5
LPL Financial
LPL Financial
California
$106M

Top Sellers

1
IA
IndexIQ Advisors
New York
$23.8M
2
Citadel Advisors
Citadel Advisors
Florida
$12.3M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$75.5M
4
CISOA
Capital Investment Services of America
Wisconsin
$2.91M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$1.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLIC
401
Mandatum Life Insurance Company
Finland
$257K – – –
MIA
402
MainStreet Investment Advisors
Illinois
$256K -$11.1K -218 -4%
SAM
403
Seelaus Asset Management
New Jersey
$254K – – –
CWA
404
Capital Wealth Alliance
Arizona
$253K -$5.17K -102 -2%
BFA
405
Beaumont Financial Advisors
Massachusetts
$253K – – –
SS
406
Simplicity Solutions
Minnesota
$251K -$5.77M -113,754 -96%
CL
407
CPWM LLC
Washington
$250K – – –
KF
408
Krilogy Financial
Missouri
$247K +$102 +2 +0%
OPWM
409
Oxinas Partners Wealth Management
Indiana
$247K +$247K +4,857 New
CWP
410
CFM Wealth Partners
Texas
$246K – – –
KFP
411
KMG Fiduciary Partners
Ohio
$243K – – –
AWE
412
Avidian Wealth Enterprises
Texas
$241K -$158K -3,115 -40%
WJWM
413
Williams Jones Wealth Management
New York
$241K – – –
CIM
414
Confluence Investment Management
Missouri
$241K – – –
JHCP
415
Jackson Hole Capital Partners
Oklahoma
$239K – – –
WIA
416
World Investment Advisors
California
$234K -$19.2K -378 -8%
GPWA
417
Great Point Wealth Advisors
Massachusetts
$234K +$234K +4,600 New
LFAS
418
Level Four Advisory Services
Texas
$233K +$233K +4,580 New
FFG
419
Ford Financial Group
California
$232K +$152 +3 +0.1%
DJSG
420
D.J. St. Germain
Massachusetts
$227K -$83.6K -1,647 -27%
PFA
421
Plotkin Financial Advisors
Maryland
$225K -$66.5K -1,310 -23%
SMG
422
Smart Money Group
Texas
$223K -$11.1K -219 -5%
HPC
423
Hobart Private Capital
North Carolina
$222K -$278K -5,479 -56%
CIC
424
Chilton Investment Company
Connecticut
$219K – – –
SFS
425
Sowell Financial Services
Arkansas
$216K +$15.9K +314 +8%
15 16
17
18 19