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iShares Floating Rate Bond ETF

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

221% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 24

180% more repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 83

31% more funds holding in top 10

Funds holding in top 10: 3546 (+11)

26% more capital invested

Capital invested by funds: $3.57B → $4.51B (+$937M)

13% more funds holding

Funds holding: 392441 (+49)

3.71% more ownership

Funds ownership: 53.48%57.19% (+3.7%)

Holders
441
Holders Change
+49
Holders Change %
+12.5%
% of All Funds
10.11%
Holding in Top 10
46
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+31.43%
% of All Funds
1.05%
New
77
Increased
232
Reduced
83
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWMS
426
Advocacy Wealth Management Services
Georgia
$10K +$10.1K +198 New
WTB
427
Washington Trust Bank
Washington
$9K
ACM
428
Aviance Capital Management
Florida
$9K +$5.66K +111 +176%
ML
429
McAdam LLC
Pennsylvania
$8K +$8.15K +160 New
MOS
430
MGO One Seven
Ohio
$7K +$7.03K +138 New
PK
431
Pflug Koory
Nebraska
$6K
AAP
432
Arax Advisory Partners
Colorado
$5K +$51 +1 +0.9%
FCAG
433
First Capital Advisors Group
New Jersey
$5K +$5.09K +100 New
PFSC
434
Peoples Financial Services Corp
Pennsylvania
$4K
MPPLM
435
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4K +$3.72K +73 New
HI
436
Hudock Inc
Pennsylvania
$4K +$4.89K +96 New
FHA
437
First Horizon Advisors
Tennessee
$3K
LWA
438
Lowe Wealth Advisors
Maryland
$3K
NC
439
NewSquare Capital
Pennsylvania
$1K
JCM
440
Jacobi Capital Management
Pennsylvania
$1K +$1.02K +20 New
BFC
441
Bedel Financial Consulting
Indiana
$1K +$1.12K +22 New
AFNAS
442
American Financial Network Advisory Services
California
$491 -$41K -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

FLOT Hedge Fund Activity: Q1 2018 in Review

441 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q1 2018, worth a combined $4.51B — up 26% from $3.57B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new FLOT positions and 24 closed out — a net gain of 53 holders — while 232 added to existing stakes and 83 trimmed.

The largest buyer was Bank of America, adding an estimated $134M. The largest seller was Grimes & Company, exiting entirely with an estimated $53M sold.

  • 441 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q1 2018, up from 392 in Q4 2017.
  • Funds reported $4.51B of iShares Floating Rate Bond ETF stock for Q1 2018, up 26% quarter-over-quarter.
  • 77 funds opened new iShares Floating Rate Bond ETF positions in Q1 2018 and 24 closed out, a net change of +53 holders.
  • The largest iShares Floating Rate Bond ETF buyer in Q1 2018 was Bank of America, an estimated $134M added.
  • The largest iShares Floating Rate Bond ETF seller in Q1 2018 was Grimes & Company, an estimated $53M sold.

Based on aggregated 13F filings for Q1 2018.