FLOT icon

iShares Floating Rate Bond ETF

652 hedge funds and large institutions have $5.69B invested in iShares Floating Rate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 237 increasing their positions, 220 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+51
Holders Change %
+8.49%
% of All Funds
8.68%
Holding in Top 10
39
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+30%
% of All Funds
0.52%
New
98
Increased
237
Reduced
220
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WB
401
WesBanco Bank
West Virginia
$545K -$124K -2,446 -19%
AIC
402
Argus Investors Counsel
New York
$543K +$54.4K +1,070 +11%
JWA
403
JFS Wealth Advisors
Pennsylvania
$540K +$540K +10,612 New
FHA
404
First Horizon Advisors
Tennessee
$539K +$160K +3,138 +42%
VC
405
Vicus Capital
Pennsylvania
$538K +$21.2K +416 +4%
RWM
406
Rialto Wealth Management
New York
$533K +$533K +10,468 New
NP
407
Nilsine Partners
Colorado
$529K +$124K +2,439 +31%
M&T Bank
408
M&T Bank
New York
$509K -$56K -1,100 -10%
BCWM
409
Bartlett & Co Wealth Management
Ohio
$509K
SC
410
Savant Capital
Illinois
$507K -$557K -10,957 -52%
BCG
411
Breakwater Capital Group
New Jersey
$504K -$30.8K -605 -6%
CAC
412
Certified Advisory Corp
Florida
$500K -$5.04K -99 -1%
NG
413
Novem Group
New York
$494K +$494K +9,715 New
TDC
414
Thompson Davis & Co
Virginia
$492K -$196K -3,845 -28%
LDB
415
Lee, Danner & Bass
Tennessee
$491K +$491K +9,642 New
KWS
416
Keystone Wealth Services
California
$490K -$12K -235 -2%
PAG
417
Powers Advisory Group
Illinois
$485K +$485K +9,532 New
HCM
418
Hutchinson Capital Management
California
$483K
IFO
419
Independent Family Office
New York
$479K
MSFS
420
Main Street Financial Solutions
Pennsylvania
$477K +$10.9K +215 +2%
PFA
421
Portland Financial Advisors
New York
$473K +$473K +9,298 New
APP
422
Avantax Planning Partners
Iowa
$468K -$36.5K -717 -7%
FFS
423
Founders Financial Securities
Maryland
$458K +$458K +9,000 New
STA
424
Smith Thornton Advisors
Alabama
$458K
OPWM
425
Oxinas Partners Wealth Management
Indiana
$457K -$267K -5,240 -37%