iShares Floating Rate Bond ETF
FLOT
611 hedge funds and large institutions have $4.88B invested in iShares Floating Rate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 199 increasing their positions, 280 reducing their positions, and 75 closing their positions.
4% less funds holding
Funds holding: 637 → 611 (-26)
5.01% less ownership
Funds ownership: 72.4% → 67.39% (-5%)
7% less funds holding in top 10
Funds holding in top 10: 45 → 42 (-3)
12% less capital invested
Capital invested by funds: $5.54B → $4.88B (-$654M)
24% less first-time investments, than exits
New positions opened: 57 | Existing positions closed: 75
29% less repeat investments, than reductions
Existing positions increased: 199 | Existing positions reduced: 280
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
+$136M |
| 2 |
AssetMark Inc
Concord,
California
|
+$49.7M |
| 3 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$43M |
| 4 |
BCM
BlueCrest Capital Management
St Helier,
Jersey
|
+$41.6M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$37.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$652M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$81.7M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$52.3M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$40M |
| 5 |
DC
Davenport & Co
Richmond,
Virginia
|
-$28M |
FLOT Hedge Fund Activity: Q2 2023 in Review
611 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q2 2023, worth a combined $4.88B — down 12% from $5.54B a quarter earlier.
Sellers outnumbered buyers: 75 funds closed out of FLOT and 57 opened new positions — a net loss of 18 holders — while 280 trimmed existing stakes and 199 added.
The largest buyer was New York Life Investment Management, adding an estimated $136M. The largest seller was Jane Street, cutting an estimated $652M.
- 611 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q2 2023, down from 637 in Q1 2023.
- Funds reported $4.88B of iShares Floating Rate Bond ETF stock for Q2 2023, down 12% quarter-over-quarter.
- 57 funds opened new iShares Floating Rate Bond ETF positions in Q2 2023 and 75 closed out, a net change of -18 holders.
- The largest iShares Floating Rate Bond ETF buyer in Q2 2023 was New York Life Investment Management, an estimated $136M added.
- The largest iShares Floating Rate Bond ETF seller in Q2 2023 was Jane Street, an estimated $652M sold.
Based on aggregated 13F filings for Q2 2023.