FLOT icon

iShares Floating Rate Bond ETF

601 hedge funds and large institutions have $4.87B invested in iShares Floating Rate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 227 increasing their positions, 234 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
-23
Holders Change %
-3.69%
% of All Funds
8.71%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.51%
New
53
Increased
227
Reduced
234
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
426
Spire Wealth Management
Virginia
$345K -$34.7K -679 -9%
SW
427
SVB Wealth
Massachusetts
$343K -$28.2K -552 -8%
AG
428
Ascent Group
Virginia
$332K -$33.9K -664 -9%
MIH
429
Meitav Investment House
Israel
$327K -$123K -2,410 -27%
PS
430
Principal Securities
Iowa
$322K +$178K +3,479 +123%
CCM
431
Chilton Capital Management
Texas
$320K
PIMG
432
Patriot Investment Management Group
Tennessee
$317K -$43.4K -850 -12%
FAG
433
Fortitude Advisory Group
Washington
$317K -$9.14K -179 -3%
SAM
434
Summit Asset Management
Tennessee
$315K
SA
435
SpiderRock Advisors
Delaware
$314K +$314K +6,151 New
HL
436
HeadInvest LLC
Maine
$312K +$312K +6,120 New
DDPIC
437
Deroy & Devereaux Private Investment Counsel
Michigan
$311K
SW
438
SteelPeak Wealth
California
$311K +$50.7K +993 +20%
LA
439
LexAurum Advisors
Kansas
$311K -$5.77K -113 -2%
Bank Julius Baer & Co
440
Bank Julius Baer & Co
Switzerland
$306K -$83K -1,625 -21%
DWT
441
Dorsey & Whitney Trust
South Dakota
$306K
CCG
442
Ceeto Capital Group
Florida
$306K
AAM
443
Advisors Asset Management
Colorado
$304K -$15.9K -312 -5%
FA
444
FSA Advisors
Michigan
$304K +$304K +5,957 New
PCA
445
Peddock Capital Advisors
Massachusetts
$303K
WA
446
WBH Advisory
Maryland
$303K
CSB
447
City State Bank
Iowa
$301K +$1.02K +20 +0.3%
HFS
448
Haverford Financial Services
Pennsylvania
$300K -$4.19K -82 -1%
NFP
449
Narus Financial Partners
Utah
$295K +$295K +5,773 New
FNC
450
First National Corp
Massachusetts
$293K