FLOT icon

iShares Floating Rate Bond ETF
FLOT

Overview Fund Activity

679 hedge funds and large institutions have $6.2B invested in iShares Floating Rate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 207 increasing their positions, 289 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
+14
Holders Change %
+2.11%
% of All Funds
10.96%
Holding in Top 10
64
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.03%
New
104
Increased
207
Reduced
289
Closed
80
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$67.4M
2
Northern Trust
Northern Trust
Illinois
+$49.8M
3
BCM
BlueCrest Capital Management
Jersey
+$39.7M
4
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
+$33.4M
5
AIM
Astor Investment Management
Illinois
+$25.6M

Top Sellers

1
AF
Allworth Financial
California
-$355M
2
Bank of America
Bank of America
North Carolina
-$145M
3
AWA
Arete Wealth Advisors
Illinois
-$95.3M
4
ACI
Alpha Cubed Investments
California
-$33.8M
5
GT
Glenview Trust
Kentucky
-$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
426
Summit Wealth Partners
Florida
$582K +$100K +1,993 +21%
AFWM
427
AMJ Financial Wealth Management
Virginia
$581K +$581K +11,553 New
CG
428
Colony Group
Massachusetts
$570K -$135K -2,690 -19%
CMS
429
Capital Market Strategies
Florida
$561K -$4.53K -90 -0.8%
AWM
430
Ameliora Wealth Management
Switzerland
$559K – – –
IP
431
Intellectus Partners
California
$557K -$92.8K -1,844 -14%
CCWA
432
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$538K +$538K +10,681 New
SWM
433
Stockman Wealth Management
Montana
$538K -$32.7K -650 -6%
SFG
434
Summit Financial Group
West Virginia
$536K -$451K -8,955 -46%
OFG
435
OmniStar Financial Group
North Carolina
$529K +$1.11K +22 +0.2%
GVAG
436
Great Valley Advisor Group
Delaware
$525K -$25.2K -500 -5%
MHS
437
M Holdings Securities
Oregon
$520K -$157K -3,115 -23%
NRI
438
NFP Retirement Inc
California
$520K -$32.3K -642 -6%
UAS
439
United Asset Strategies
New York
$517K +$517K +10,263 New
FDCDDQ
440
Federation des caisses Desjardins du Quebec
Quebec, Canada
$516K +$20.3K +404 +4%
LI
441
LVZ Inc
Michigan
$507K +$50.7K +1,008 +11%
MHIC
442
Marble Harbor Investment Counsel
Massachusetts
$503K – – –
MSFS
443
Main Street Financial Solutions
Pennsylvania
$498K +$1.31K +26 +0.3%
Vontobel Holding
444
Vontobel Holding
Switzerland
$497K +$2.37K +47 +0.5%
SEIA
445
Signature Estate & Investment Advisors
California
$496K – – –
AWM
446
Axxcess Wealth Management
California
$496K +$94.7K +1,881 +24%
CCM
447
Chilton Capital Management
Texas
$495K -$117K -2,318 -19%
JCIA
448
Jackson Creek Investment Advisors
Colorado
$494K +$494K +9,808 New
NB
449
Northwest Bancshares
Pennsylvania
$494K -$1.81K -36 -0.4%
HI
450
Harbour Investments
Wisconsin
$492K +$362K +7,190 +278%
16 17
18
19 20