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iShares Floating Rate Bond ETF
FLOT

604 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, 228 increasing their positions, 236 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 236

2.16% less ownership

Funds ownership: 69.03% → 66.87% (-2.2%)

4% less funds holding

Funds holding: 628 → 604 (-24)

5% less funds holding in top 10

Funds holding in top 10: 37 → 35 (-2)

6% less capital invested

Capital invested by funds: $5.16B → $4.87B (-$287M)

20% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 66

Holders
604
Holders Change
-24
Holders Change %
-3.82%
% of All Funds
8.7%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.5%
New
53
Increased
228
Reduced
236
Closed
66
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AIA
Angeles Investment Advisors
California
+$54.9M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$35.1M
3
Jane Street
Jane Street
New York
+$27M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$25M
5
TAM
TCP Asset Management
Ohio
+$13.4M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$214M
2
BlackRock
BlackRock
New York
-$79.8M
3
AWM
Apollon Wealth Management
South Carolina
-$27.7M
4
Bank of America
Bank of America
North Carolina
-$24.7M
5
JP Morgan Chase
JP Morgan Chase
New York
-$20.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFP
451
Narus Financial Partners
Utah
$295K +$294K +5,773 New
FNC
452
First National Corp
Massachusetts
$293K – – –
ATI
453
ARK & TLK Investments
Oklahoma
$293K -$225K -4,422 -44%
Invesco
454
Invesco
Georgia
$292K -$94.8K -1,864 -25%
GFG
455
Greystone Financial Group
Michigan
$290K -$16.3M -320,229 -98%
HWM
456
Howard Wealth Management
Connecticut
$289K -$36.9K -725 -11%
WAP
457
Wealthcare Advisory Partners
Pennsylvania
$288K +$287K +5,640 New
VHAM
458
Van Hulzen Asset Management
California
$287K +$15K +295 +6%
FFN
459
Focus Financial Network
Minnesota
$283K +$8.9K +175 +3%
PJSIMP
460
P.J. Schmidt Investment Management (PJS)
Wisconsin
$274K +$273K +5,362 New
CWA
461
Clarus Wealth Advisors
Arizona
$273K – – –
NGA
462
Naples Global Advisors
Florida
$270K +$10.2K +200 +4%
CASC
463
Coppell Advisory Solutions Corp
Texas
$265K +$264K +5,186 New
RWM
464
Revisor Wealth Management
Ohio
$264K +$20.8K +408 +9%
IPW
465
Inlet Private Wealth
Florida
$263K -$458 -9 -0.2%
BCV
466
Banque Cantonale Vaudoise
Switzerland
$262K +$68.9K +1,355 +36%
EWA
467
EP Wealth Advisors
California
$260K -$3.61K -71 -1%
PFS
468
Prospera Financial Services
Texas
$260K -$18.3K -360 -7%
MLIC
469
Mandatum Life Insurance Company
Finland
$258K – – –
AA
470
Addison Advisors
Vermont
$258K – – –
WA
471
Wealthstar Advisors
Texas
$257K – – –
Fidelity Investments
472
Fidelity Investments
Massachusetts
$256K -$126K -2,473 -33%
SIC
473
Salem Investment Counselors
North Carolina
$256K -$51.9K -1,020 -17%
FLA
474
Financial Life Advisors
Texas
$256K +$814 +16 +0.3%
MC
475
Middleton & Co
Massachusetts
$255K – – –
17 18
19
20 21

FLOT Hedge Fund Activity: Q1 2024 in Review

604 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q1 2024, worth a combined $4.87B — down 5.6% from $5.16B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of FLOT and 53 opened new positions — a net loss of 13 holders — while 236 trimmed existing stakes and 228 added.

The largest buyer was Angeles Investment Advisors, adding an estimated $54.9M. The largest seller was Morgan Stanley, cutting an estimated $214M.

  • 604 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q1 2024, down from 628 in Q4 2023.
  • Funds reported $4.87B of iShares Floating Rate Bond ETF stock for Q1 2024, down 5.6% quarter-over-quarter.
  • 53 funds opened new iShares Floating Rate Bond ETF positions in Q1 2024 and 66 closed out, a net change of -13 holders.
  • The largest iShares Floating Rate Bond ETF buyer in Q1 2024 was Angeles Investment Advisors, an estimated $54.9M added.
  • The largest iShares Floating Rate Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $214M sold.

Based on aggregated 13F filings for Q1 2024.