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iShares Floating Rate Bond ETF
FLOT

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: 35 → 46 (+11)

26% more capital invested

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

13% more funds holding

Funds holding: 392 → 441 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$134M
2
Wells Fargo
Wells Fargo
California
+$88M
3
CFIA
Cantor Fitzgerald Investment Advisors
New York
+$80.3M
4
BS
Banco Santander
Spain
+$77M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$42M

Top Sellers

Rank Fund Capital Flow
1
GC
Grimes & Company
Massachusetts
-$53M
2
Morgan Stanley
Morgan Stanley
New York
-$39.3M
3
LG
Leuthold Group
Minnesota
-$18.6M
4
CS
Credit Suisse
Switzerland
-$16.6M
5
BlackRock
BlackRock
New York
-$16.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
IH
451
IFC Holdings
Florida
– -$415K -8,193 Closed
SGCA
452
Steel Grove Capital Advisors
Tennessee
– -$317K -6,229 Closed
Fidelity Investments
453
Fidelity Investments
Massachusetts
– -$247K -4,852 Closed
Bessemer Group
454
Bessemer Group
New Jersey
– -$244K -4,800 Closed
WP
455
WealthSource Partners
California
– -$238K -4,680 Closed
WA
456
Waverly Advisors
Alabama
– -$203K -4,000 Closed
RFWA
457
RPg Family Wealth Advisory
Massachusetts
– -$25K -491 Closed
FNB
458
Farmers National Bank
Kentucky
– -$19K -365 Closed
AC
459
Avestar Capital
New York
– -$11K -225 Closed
TF
460
Tompkins Financial
New York
– -$10K -192 Closed
TCM
461
Tradewinds Capital Management
Washington
– -$8K -164 Closed
PWM
462
Paulson Wealth Management
Illinois
– -$8K -161 Closed
SP
463
SWS Partners
Ohio
– -$1K -17 Closed
IP
464
Isthmus Partners
Wisconsin
– -$1K -13 Closed
15 16 17 18
19

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.