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iShares Floating Rate Bond ETF
FLOT

460 hedge funds and large institutions have $3.19B invested in iShares Floating Rate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 154 increasing their positions, 205 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 24

1.84% more ownership

Funds ownership: 54.26% → 56.1% (+1.8%)

1% more funds holding

Funds holding: 455 → 460 (+5)

1% less capital invested

Capital invested by funds: $3.21B → $3.19B (-$18.4M)

13% less funds holding in top 10

Funds holding in top 10: 30 → 26 (-4)

25% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 205

Holders
460
Holders Change
+5
Holders Change %
+1.1%
% of All Funds
9.28%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.52%
New
38
Increased
154
Reduced
205
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$34.4M
2
B
Barings
North Carolina
+$33.4M
3
IA
IndexIQ Advisors
New York
+$32.6M
4
BlackRock
BlackRock
New York
+$21.1M
5
CI
CX Institutional
Indiana
+$10.4M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$52.5M
2
Wells Fargo
Wells Fargo
California
-$26.3M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$14.2M
4
Bank of America
Bank of America
North Carolina
-$12.1M
5
SAS
Sage Advisory Services
Texas
-$8.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
426
Bedel Financial Consulting
Indiana
$34K – – –
HIA
427
Harbor Investment Advisory
Maryland
$32K – – –
GTAM
428
Global Trust Asset Management
Florida
$30K – – –
RG
429
Retirement Group
California
$28K – – –
BBA
430
Braun-Bostich & Associates
Pennsylvania
$24K -$133K -2,625 -85%
PFGIA
431
Patriot Financial Group Insurance Agency
Massachusetts
$24K +$962 +19 +4%
CFG
432
Capstone Financial Group
Oklahoma
$23K – – –
HWA
433
HCR Wealth Advisors
California
$22K – – –
GI
434
Gradient Investments
Minnesota
$22K +$51 +1 +0.2%
FCH
435
Freestone Capital Holdings
Washington
$21.5K +$21.4K +423 New
MHR
436
Matthew Hamilton Rosenberg
$17K – – –
NSB
437
Norway Savings Bank
Maine
$15K -$5.06K -100 -25%
OIA
438
Optimum Investment Advisors
Illinois
$15K +$51 +1 +0.3%
MIM
439
Macroview Investment Management
Maryland
$14K – – –
SMG
440
Spectrum Management Group
Indiana
$14K – – –
CHAM
441
Clear Harbor Asset Management
Connecticut
$12.2K +$12.2K +240 New
AIM
442
Astor Investment Management
Illinois
$12K -$12.3K -242 -49%
AAP
443
Arax Advisory Partners
Colorado
$12K +$51 +1 +0.4%
BFEC
444
Benjamin F. Edwards & Company
Missouri
$10K +$51 +1 +0.5%
OC
445
Oakworth Capital
Alabama
$8K – – –
IAS
446
IMA Advisory Services
Colorado
$8K +$3.39K +67 +83%
Millennium Management
447
Millennium Management
New York
$6.76K +$2.12M +41,958 +46%
APWM
448
Atlas Private Wealth Management
New York
$6K -$579K -11,436 -99%
CFD
449
Creative Financial Designs
Indiana
$6K – – –
JCM
450
Jacobi Capital Management
Pennsylvania
$6K +$5.06K +100 +500%
16 17
18
19 20

FLOT Hedge Fund Activity: Q3 2020 in Review

460 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q3 2020, worth a combined $3.19B — down 0.57% from $3.21B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new FLOT positions and 24 closed out — a net gain of 14 holders — while 154 added to existing stakes and 205 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $34.4M. The largest seller was Jane Street, cutting an estimated $52.5M.

  • 460 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q3 2020, up from 455 in Q2 2020.
  • Funds reported $3.19B of iShares Floating Rate Bond ETF stock for Q3 2020, down 0.57% quarter-over-quarter.
  • 38 funds opened new iShares Floating Rate Bond ETF positions in Q3 2020 and 24 closed out, a net change of +14 holders.
  • The largest iShares Floating Rate Bond ETF buyer in Q3 2020 was Mirae Asset Global Investments, an estimated $34.4M added.
  • The largest iShares Floating Rate Bond ETF seller in Q3 2020 was Jane Street, an estimated $52.5M sold.

Based on aggregated 13F filings for Q3 2020.