FLOT icon

iShares Floating Rate Bond ETF
FLOT

Overview Fund Activity

214 hedge funds and large institutions have $2.11B invested in iShares Floating Rate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 62 increasing their positions, 87 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+5
Holders Change %
+2.39%
% of All Funds
5.71%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.56%
New
33
Increased
62
Reduced
87
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$108M
2
WCM
2
Windham Capital Management
Massachusetts
$88.9M
3
AUIM
3
Aegon USA Investment Management
Iowa
$220M
4
BTS
4
BB&T Securities
Virginia
$25.1M
5
GAIA
5
Global Atlantic Investment Advisors
Indiana
$25.5M

Top Sellers

1
WIM
1
Windhaven Investment Management
Massachusetts
$0
2
Ameriprise
2
Ameriprise
Minnesota
$89.5M
3
MG
3
Mather Group
Illinois
$746K
4
Bank of America
4
Bank of America
North Carolina
$335M
5
Citigroup
5
Citigroup
New York
$33K
Name Holding Trade Value Shares
Change 		Shares
Change %
BOTW
26
Bank of the West
California
$22M +$12.6M +248,723 +133%
SGAM
27
Steinberg Global Asset Management
Florida
$20.8M +$1.35M +26,592 +7%
VA
28
Valmark Advisers
Ohio
$18.7M +$274K +5,415 +1%
AC
29
AFAM Capital
Texas
$17.6M -$9.63M -190,077 -35%
BCMO
30
Buckingham Capital Management (Ohio)
Ohio
$15.2M +$2.11M +41,747 +16%
SF
31
Synovus Financial
Georgia
$12.7M +$181K +3,571 +1%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$12.7M -$9.12M -180,173 -42%
GLA
33
Great Lakes Advisors
Illinois
$11.7M -$259K -5,123 -2%
HF
34
Hoxton Financial
West Virginia
$11.4M -$398K -7,865 -3%
LG
35
Leuthold Group
Minnesota
$11M -$7.25M -143,125 -40%
RW
36
Rand Wealth
Maryland
$10.7M +$250K +4,930 +2%
PWAG
37
Polaris Wealth Advisory Group
California
$10M -$295K -5,826 -3%
Natixis Advisors
38
Natixis Advisors
Massachusetts
$9.87M -$418K -8,262 -4%
LPT
39
Legacy Private Trust
Wisconsin
$9.49M -$1.83M -36,087 -16%
FBNAT
40
FirstMerit Bank N.A. Trustee
Ohio
$9.27M -$656K -12,960 -7%
UCFA
41
United Capital Financial Advisors
Texas
$9.09M +$223K +4,402 +3%
JIR
42
James Investment Research
Ohio
$8.4M -$17.6M – –
US Bancorp
43
US Bancorp
Minnesota
$8.25M +$517K +10,210 +7%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$7.23M +$1.52M +29,968 +27%
AII
45
AGF Investments Inc
Ontario, Canada
$7.05M +$7.05M +139,145 New
Goldman Sachs
46
Goldman Sachs
New York
$6.81M +$2.3M +45,491 +51%
BFG
47
Bouchey Financial Group
New York
$6.78M +$17K +335 +0.3%
SPC
48
Sigma Planning Corp
Michigan
$6.17M +$3.97M +78,452 +181%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$6.06M -$7.96M -157,193 -57%
SMM
50
Stadion Money Management
Georgia
$5.94M -$14.1M -278,332 -70%
1
2
3 4 5