FLOT icon

iShares Floating Rate Bond ETF
FLOT

Overview Fund Activity

173 hedge funds and large institutions have $2.29B invested in iShares Floating Rate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 64 increasing their positions, 50 reducing their positions, and 10 closing their positions.

Holders
173
Holders Change
+36
Holders Change %
+26.28%
% of All Funds
5.02%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.73%
New
48
Increased
64
Reduced
50
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$343M
2
FSIM
2
F-Squared Investment Management
Massachusetts
$82.6M
3
AA
3
Alesco Advisors
New York
$42.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$192M
5
CAM
5
Capstone Asset Management
Texas
$29.3M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$104M
2
BTS
2
BB&T Securities
Virginia
$0
3
NA
3
Navellier & Associates
Nevada
$809K
4
AssetMark Inc
4
AssetMark Inc
California
$155M
5
AC
5
AFAM Capital
Texas
$27.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIR
26
James Investment Research
Ohio
$21.9M -$24K – –
ECML
27
Eagle Capital Management (Louisiana)
Louisiana
$21.7M +$21.7M +428,445 New
LPT
28
Legacy Private Trust
Wisconsin
$21.6M +$632K +12,465 +3%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$19.9M +$17.8K +351 +0.1%
SGAM
30
Steinberg Global Asset Management
Florida
$18.7M -$17.5K -346 -0.1%
NC
31
NewSquare Capital
Pennsylvania
$18.2M -$716K -14,110 -4%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$17.1M +$4.67M +92,011 +38%
Citigroup
33
Citigroup
New York
$16.7M +$14.2M +280,855 +592%
QCMNJ
34
Quantum Capital Management (New Jersey)
New Jersey
$16M +$382K +7,539 +2%
VA
35
Valmark Advisers
Ohio
$15.7M +$5.14M +101,253 +49%
MG
36
Mather Group
Illinois
$14.5M +$326K +6,426 +2%
LI
37
LVZ Inc
Michigan
$13.1M +$13.1M +257,412 New
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$12.5M +$4.7M +92,573 +60%
WCM
39
Weatherstone Capital Management
Colorado
$12.5M -$2.62M -51,756 -17%
FBNAT
40
FirstMerit Bank N.A. Trustee
Ohio
$12.4M +$295K +5,809 +2%
LYV
41
Live Your Vision
Pennsylvania
$11.9M -$253K -4,979 -2%
AWA
42
ARS Wealth Advisors
Florida
$11.4M +$11.4M +225,446 New
WCWM
43
Wooster Corthell Wealth Management
Connecticut
$11.3M +$205K +4,040 +2%
HF
44
Hoxton Financial
West Virginia
$10.4M +$3.5M +69,026 +51%
PWAG
45
Polaris Wealth Advisory Group
California
$9.31M -$1.74M -34,294 -16%
PI
46
Placemark Investments
Illinois
$8.94M +$2.76M +54,317 +45%
CCG
47
Chatham Capital Group
Georgia
$8.13M +$251K +4,950 +3%
IH
48
IFC Holdings
Florida
$7.91M +$3.2M +63,148 +68%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$7.88M -$1.74M -34,283 -18%
Natixis Advisors
50
Natixis Advisors
Massachusetts
$6.71M -$516K -10,174 -7%
1
2
3 4 5