iShares Floating Rate Bond ETF
FLOT
265 hedge funds and large institutions have $2.06B invested in iShares Floating Rate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 110 increasing their positions, 61 reducing their positions, and 15 closing their positions.
293% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 15
80% more repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 61
17% more funds holding
Funds holding: 227 → 265 (+38)
6% more capital invested
Capital invested by funds: $1.94B → $2.06B (+$115M)
9.44% less ownership
Funds ownership: 61.27% → 51.83% (-9.4%)
10% less funds holding in top 10
Funds holding in top 10: 20 → 18 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$57.9M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$53.9M |
| 3 |
Morgan Stanley
New York
|
+$14.7M |
| 4 |
Goldman Sachs
New York
|
+$13.5M |
| 5 |
SGAM
Steinberg Global Asset Management
Boca Raton,
Florida
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$120M |
| 2 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
-$23.3M |
| 3 |
WCM
Windham Capital Management
Boston,
Massachusetts
|
-$16.3M |
| 4 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$10.4M |
| 5 |
LG
Leuthold Group
Minneapolis,
Minnesota
|
-$7.22M |
FLOT Hedge Fund Activity: Q4 2016 in Review
265 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q4 2016, worth a combined $2.06B — up 5.9% from $1.94B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new FLOT positions and 15 closed out — a net gain of 44 holders — while 110 added to existing stakes and 61 trimmed.
The largest buyer was Bank of America, adding an estimated $57.9M. The largest seller was AssetMark Inc, cutting an estimated $120M.
- 265 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q4 2016, up from 227 in Q3 2016.
- Funds reported $2.06B of iShares Floating Rate Bond ETF stock for Q4 2016, up 5.9% quarter-over-quarter.
- 59 funds opened new iShares Floating Rate Bond ETF positions in Q4 2016 and 15 closed out, a net change of +44 holders.
- The largest iShares Floating Rate Bond ETF buyer in Q4 2016 was Bank of America, an estimated $57.9M added.
- The largest iShares Floating Rate Bond ETF seller in Q4 2016 was AssetMark Inc, an estimated $120M sold.
Based on aggregated 13F filings for Q4 2016.