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iShares Floating Rate Bond ETF
FLOT

460 hedge funds and large institutions have $3.19B invested in iShares Floating Rate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 154 increasing their positions, 205 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 24

1.84% more ownership

Funds ownership: 54.26% → 56.1% (+1.8%)

1% more funds holding

Funds holding: 455 → 460 (+5)

1% less capital invested

Capital invested by funds: $3.21B → $3.19B (-$18.4M)

13% less funds holding in top 10

Funds holding in top 10: 30 → 26 (-4)

25% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 205

Holders
460
Holders Change
+5
Holders Change %
+1.1%
% of All Funds
9.28%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.52%
New
38
Increased
154
Reduced
205
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$34.4M
2
B
Barings
North Carolina
+$33.4M
3
IA
IndexIQ Advisors
New York
+$32.6M
4
BlackRock
BlackRock
New York
+$21.1M
5
CI
CX Institutional
Indiana
+$10.4M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$52.5M
2
Wells Fargo
Wells Fargo
California
-$26.3M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$14.2M
4
Bank of America
Bank of America
North Carolina
-$12.1M
5
SAS
Sage Advisory Services
Texas
-$8.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAWCM
451
Mine & Arao Wealth Creation & Management
California
$6K +$5.77K +114 New
AWM
452
Avior Wealth Management
Nebraska
$6K +$6.23K +123 New
First Manhattan
453
First Manhattan
New York
$6K +$6.63K +131 New
PCWA
454
Pacific Capital Wealth Advisors
California
$5K +$5.06K +100 New
NC
455
NewSquare Capital
Pennsylvania
$3K – – –
WT
456
Washington Trust
Rhode Island
$2K -$35.1K -694 -94%
SWA
457
Sutton Wealth Advisors
Florida
$1.62K – – –
HFA
458
High Falls Advisors
New York
$1K -$157K -3,095 -12%
LAS
459
Lloyd Advisory Services
Georgia
$1K -$557 -11 -48%
BHB
460
Bank Hapoalim BM
Israel
$760 – – –
WIM
461
Westside Investment Management
California
$119 – – –
Citadel Advisors
462
Citadel Advisors
Florida
– -$4.31M -85,148 Closed
WAM
463
Wealthspire Advisors (Maryland)
Maryland
– -$780K -15,416 Closed
WSCM
464
Wellington Shields Capital Management
New York
– -$653K -12,900 Closed
CCFM
465
Clear Creek Financial Management
Washington
– -$501K -9,911 Closed
SPI
466
Santori & Peters Inc
Pennsylvania
– -$453K -8,965 Closed
GC
467
Garde Capital
Washington
– -$430K -8,492 Closed
SFM
468
Signet Financial Management
New Jersey
– -$413K -8,164 Closed
DWM
469
Darwin Wealth Management
Florida
– -$370K -7,320 Closed
EH
470
Equitable Holdings
New York
– -$352K -6,950 Closed
FA
471
Fortis Advisors
Pennsylvania
– -$316K -6,246 Closed
KFP
472
KMG Fiduciary Partners
Ohio
– -$307K -6,063 Closed
HWM
473
Hohimer Wealth Management
Washington
– -$304K -6,016 Closed
FFA
474
First Foundation Advisors
California
– -$304K -6,013 Closed
LFAS
475
Level Four Advisory Services
Texas
– -$302K -5,936 Closed
16 17 18
19
20

FLOT Hedge Fund Activity: Q3 2020 in Review

460 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q3 2020, worth a combined $3.19B — down 0.57% from $3.21B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new FLOT positions and 24 closed out — a net gain of 14 holders — while 154 added to existing stakes and 205 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $34.4M. The largest seller was Jane Street, cutting an estimated $52.5M.

  • 460 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q3 2020, up from 455 in Q2 2020.
  • Funds reported $3.19B of iShares Floating Rate Bond ETF stock for Q3 2020, down 0.57% quarter-over-quarter.
  • 38 funds opened new iShares Floating Rate Bond ETF positions in Q3 2020 and 24 closed out, a net change of +14 holders.
  • The largest iShares Floating Rate Bond ETF buyer in Q3 2020 was Mirae Asset Global Investments, an estimated $34.4M added.
  • The largest iShares Floating Rate Bond ETF seller in Q3 2020 was Jane Street, an estimated $52.5M sold.

Based on aggregated 13F filings for Q3 2020.