We are live on ! Find out more
FLOT icon

iShares Floating Rate Bond ETF

637 hedge funds and large institutions have $5.54B invested in iShares Floating Rate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 184 increasing their positions, 290 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.25% more ownership

Funds ownership: 66.15%72.4% (+6.2%)

7% less funds holding

Funds holding: 682637 (-45)

11% less capital invested

Capital invested by funds: $6.2B → $5.54B (-$659M)

26% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 103

30% less funds holding in top 10

Funds holding in top 10: 6445 (-19)

37% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 290

Holders
637
Holders Change
-45
Holders Change %
-6.6%
% of All Funds
10.15%
Holding in Top 10
45
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-29.69%
% of All Funds
0.72%
New
76
Increased
184
Reduced
290
Closed
103
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
451
Virtue Capital Management
Tennessee
$347K
VHAM
452
Van Hulzen Asset Management
California
$345K +$15.1K +300 +5%
PF
453
Phoenix Financial
Israel
$344K -$3.41M -67,661 -91%
PA
454
Parallel Advisors
California
$340K -$33.5K -663 -9%
SAM
455
Summit Asset Management
Tennessee
$336K
USCWA
456
U.S. Capital Wealth Advisors
Texas
$335K -$639K -12,664 -66%
GF
457
Gries Financial
Ohio
$335K +$335K +6,640 New
MAM
458
Milestone Asset Management
Pennsylvania
$334K -$16K -317 -5%
AWM
459
Accurate Wealth Management
Florida
$329K -$72.9K -1,444 -18%
BTWM
460
Baker Tilly Wealth Management
Wisconsin
$329K +$19.4K +384 +6%
LWM
461
Liberty Wealth Management
California
$328K +$329K +6,517 New
Nomura Asset Management
462
Nomura Asset Management
Japan
$328K -$605K -12,000 -65%
FPGK
463
Financial Partners Group (Kansas)
Kansas
$324K -$29K -574 -8%
D
464
Dentgroup
Louisiana
$323K +$2.73K +54 +0.8%
Corient Private Wealth
465
Corient Private Wealth
Florida
$322K +$56.7K +1,123 +21%
SAG
466
SageView Advisory Group
California
$320K -$510K -10,104 -61%
CS
467
Credit Suisse
Switzerland
$317K
FIBT
468
First International Bank & Trust
North Dakota
$317K +$76.3K +1,512 +32%
DDPIC
469
Deroy & Devereaux Private Investment Counsel
Michigan
$315K -$12.6K -250 -4%
CAC
470
Certified Advisory Corp
Florida
$314K +$51.7K +1,025 +20%
IAG
471
Investment Advisory Group
Massachusetts
$313K
KIG
472
Kowal Investment Group
Wisconsin
$312K -$403K -7,978 -56%
SIC
473
Salem Investment Counselors
North Carolina
$311K +$138K +2,740 +80%
MA
474
Montag & Associates
Georgia
$309K -$109K -2,169 -26%
RWM
475
Revisor Wealth Management
Ohio
$307K +$308K +6,098 New

FLOT Hedge Fund Activity: Q1 2023 in Review

637 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q1 2023, worth a combined $5.54B — down 11% from $6.2B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of FLOT and 76 opened new positions — a net loss of 27 holders — while 290 trimmed existing stakes and 184 added.

The largest buyer was Jane Street, adding an estimated $662M. The largest seller was Wells Fargo, cutting an estimated $101M.

  • 637 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q1 2023, down from 682 in Q4 2022.
  • Funds reported $5.54B of iShares Floating Rate Bond ETF stock for Q1 2023, down 11% quarter-over-quarter.
  • 76 funds opened new iShares Floating Rate Bond ETF positions in Q1 2023 and 103 closed out, a net change of -27 holders.
  • The largest iShares Floating Rate Bond ETF buyer in Q1 2023 was Jane Street, an estimated $662M added.
  • The largest iShares Floating Rate Bond ETF seller in Q1 2023 was Wells Fargo, an estimated $101M sold.

Based on aggregated 13F filings for Q1 2023.