FLOT icon

iShares Floating Rate Bond ETF
FLOT

Overview Fund Activity

441 hedge funds and large institutions have $4.51B invested in iShares Floating Rate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 232 increasing their positions, 83 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+49
Holders Change %
+12.5%
% of All Funds
10.12%
Holding in Top 10
46
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+31.43%
% of All Funds
1.06%
New
77
Increased
232
Reduced
83
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$133M
2
Wells Fargo
Wells Fargo
California
+$88M
3
CFIA
Cantor Fitzgerald Investment Advisors
New York
+$80.3M
4
BS
Banco Santander
Spain
+$76.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$42M

Top Sellers

1
GC
Grimes & Company
Massachusetts
-$53M
2
Morgan Stanley
Morgan Stanley
New York
-$39.2M
3
LG
Leuthold Group
Minnesota
-$18.6M
4
CS
Credit Suisse
Switzerland
-$16.6M
5
BlackRock
BlackRock
New York
-$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWMS
426
Advocacy Wealth Management Services
Georgia
$10K +$10K +198 New
WTB
427
Washington Trust Bank
Washington
$9K – – –
ACM
428
Aviance Capital Management
Florida
$9K +$5.74K +111 +176%
ML
429
McAdam LLC
Pennsylvania
$8K +$8K +160 New
MOS
430
MGO One Seven
Ohio
$7K +$7K +138 New
PK
431
Pflug Koory
Nebraska
$6K – – –
AAP
432
Arax Advisory Partners
Colorado
$5K +$45 +1 +0.9%
FCAG
433
First Capital Advisors Group
New Jersey
$5K +$5K +100 New
PFSC
434
Peoples Financial Services Corp
Pennsylvania
$4K – – –
MPPLM
435
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4K +$4K +73 New
HI
436
Hudock Inc
Pennsylvania
$4K +$4K +96 New
LWA
437
Lowe Wealth Advisors
Maryland
$3K – – –
FHA
438
First Horizon Advisors
Tennessee
$3K – – –
NC
439
NewSquare Capital
Pennsylvania
$1K – – –
JCM
440
Jacobi Capital Management
Pennsylvania
$1K +$1K +20 New
BFC
441
Bedel Financial Consulting
Indiana
$1K +$1K +22 New
AFNAS
442
American Financial Network Advisory Services
California
$491 -$65.9K -805 -99%
GC
443
Grimes & Company
Massachusetts
– -$53M -1,042,560 Closed
BCM
444
Bluefin Capital Management
New York
– -$6.7M -131,849 Closed
SI
445
SII Investments
Wisconsin
– -$4.45M -87,420 Closed
BFPW
446
BOK Financial Private Wealth
Colorado
– -$1.56M -30,744 Closed
SP
447
Sarasin & Partners
United Kingdom
– -$1.27M -25,000 Closed
OMC
448
Old Mission Capital
Illinois
– -$1.26M -24,775 Closed
TFO
449
Tarbox Family Office
California
– -$1.19M -23,493 Closed
ACM
450
Alethea Capital Management
Washington
– -$645K -12,690 Closed
15 16 17
18
19