FLOT icon

iShares Floating Rate Bond ETF
FLOT

Overview Fund Activity

473 hedge funds and large institutions have $5.63B invested in iShares Floating Rate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 240 increasing their positions, 105 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+32
Holders Change %
+7.26%
% of All Funds
10.84%
Holding in Top 10
59
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+28.26%
% of All Funds
1.35%
New
63
Increased
240
Reduced
105
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
FormulaFolio Investments
Michigan
+$164M
2
Bank of America
Bank of America
North Carolina
+$158M
3
Wells Fargo
Wells Fargo
California
+$76.9M
4
UBS Group
UBS Group
Switzerland
+$41.3M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$38.6M

Top Sellers

1
VA
Valmark Advisers
Ohio
-$48.4M
2
WCM
Windham Capital Management
Massachusetts
-$38.9M
3
Jane Street
Jane Street
New York
-$16.6M
4
AP
Advisors Preferred
Maryland
-$11.8M
5
AA
Alesco Advisors
New York
-$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
451
SignatureFD
Georgia
$14K +$14K +272 New
OIA
452
Optimum Investment Advisors
Illinois
$14K +$14K +280 New
DOA
453
D'Orazio & Associates
Virginia
$13K – – –
WPA
454
West Paces Advisors
Georgia
$12.3K +$12.3K +241 New
MPWT
455
MassMutual Private Wealth & Trust
Connecticut
$11.5K +$11.5K +225 New
NR
456
Newfound Research
Massachusetts
$11K +$53 +1 +0.5%
AFNAS
457
American Financial Network Advisory Services
California
$10.2K +$10.1K +521 +8,683%
WTB
458
Washington Trust Bank
Washington
$9K – – –
HI
459
Hudock Inc
Pennsylvania
$9K +$4.43K +93 +97%
PK
460
Pflug Koory
Nebraska
$6K – – –
PFSC
461
Peoples Financial Services Corp
Pennsylvania
$4K – – –
MPPLM
462
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4K – – –
NA
463
NewEdge Advisors
Louisiana
$3.32K +$2.19K +43,055 +194%
PFGIA
464
Patriot Financial Group Insurance Agency
Massachusetts
$3K -$11.3K -218 -79%
LWA
465
Lowe Wealth Advisors
Maryland
$3K – – –
FHA
466
First Horizon Advisors
Tennessee
$3K – – –
CGI
467
Cougar Global Investments
Ontario, Canada
$2K +$2K +35 New
JCM
468
Jacobi Capital Management
Pennsylvania
$1K – – –
BFC
469
Bedel Financial Consulting
Indiana
$1K – – –
NDSI
470
Newman Dignan & Sheerar Inc
Rhode Island
$497 +$1 +27 +0.3%
FRA
471
Front Row Advisors
California
$69 +$8 +156 +13%
VA
472
Valmark Advisers
Ohio
– -$48.4M -949,632 Closed
Neuberger Berman Group
473
Neuberger Berman Group
New York
– -$6.26M -122,887 Closed
Citadel Advisors
474
Citadel Advisors
Florida
– -$4.24M -83,209 Closed
JAM
475
Jolley Asset Management
North Carolina
– -$2.79M -54,685 Closed
16 17 18
19
20