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iShares Floating Rate Bond ETF
FLOT

628 hedge funds and large institutions have $5.16B invested in iShares Floating Rate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 195 increasing their positions, 279 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 53

3% more funds holding

Funds holding: 609 → 628 (+19)

2% more capital invested

Capital invested by funds: $5.05B → $5.16B (+$113M)

0.64% more ownership

Funds ownership: 68.39% → 69.03% (+0.64%)

20% less funds holding in top 10

Funds holding in top 10: 46 → 37 (-9)

30% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 279

Holders
628
Holders Change
+19
Holders Change %
+3.12%
% of All Funds
9.16%
Holding in Top 10
37
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-19.57%
% of All Funds
0.54%
New
75
Increased
195
Reduced
279
Closed
53
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$223M
2
Northern Trust
Northern Trust
Illinois
+$32.2M
3
Renaissance Technologies
Renaissance Technologies
New York
+$29.6M
4
AWM
Apollon Wealth Management
South Carolina
+$27.8M
5
AIA
Angeles Investment Advisors
California
+$20.9M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$82M
2
Bank of America
Bank of America
North Carolina
-$29.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$27M
4
BFG
Beacon Financial Group
Texas
-$26.6M
5
Osaic Holdings
Osaic Holdings
Arizona
-$23.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
26
Modera Wealth Management
New Jersey
$42.1M -$2.71M -53,419 -6%
TPWA
27
TRUE Private Wealth Advisors
Oregon
$41.3M +$11.9M +234,758 +40%
DFG
28
Demars Financial Group
Washington
$39.1M -$3.89M -76,766 -9%
1832 Asset Management
29
1832 Asset Management
Ontario, Canada
$38.9M +$2.13M +41,983 +6%
TNBTD
30
Trustmark National Bank Trust Department
Mississippi
$35M -$1.03M -20,237 -3%
MML Investors Services
31
MML Investors Services
Massachusetts
$32M -$1.56M -30,807 -5%
TCM
32
Towercrest Capital Management
Pennsylvania
$29.7M +$1.73M +34,075 +6%
HighTower Advisors
33
HighTower Advisors
Illinois
$28.9M +$1.89M +37,268 +7%
AWM
34
Apollon Wealth Management
South Carolina
$28.7M +$27.8M +549,276 +3,178%
NA
35
NewEdge Advisors
Louisiana
$26.6M +$5.68M +111,999 +27%
Goldman Sachs
36
Goldman Sachs
New York
$25.6M +$2.08M +40,947 +9%
TC
37
Telemus Capital
Michigan
$23.9M +$1.24M +24,483 +5%
DWM
38
Destination Wealth Management
California
$23.4M +$506K +9,974 +2%
CAN
39
Cetera Advisor Networks
California
$22.9M +$2.56M +50,526 +13%
CCFCSB
40
Cape Cod Five Cents Savings Bank
Massachusetts
$22.3M -$20.3M -400,016 -48%
IWC
41
Integrated Wealth Concepts
Massachusetts
$22.2M -$2.3M -45,298 -9%
BBVA
42
Banco Bilbao Vizcaya Argentaria
Spain
$22.1M -$712K -14,052 -3%
AIA
43
Angeles Investment Advisors
California
$20.9M +$20.9M +412,500 New
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$20.4M -$1.42M -28,006 -6%
Stifel Financial
45
Stifel Financial
Missouri
$20.1M +$2.74M +54,056 +16%
RJA
46
Raymond James & Associates
Florida
$19M -$2.05M -40,365 -10%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$18.7M +$9.02M +177,868 +93%
RWM
48
Rezny Wealth Management
Florida
$18.5M +$11.3M +223,729 +157%
WJA
49
Willis Johnson & Associates
Texas
$18.3M -$7.08M -139,621 -28%
MC
50
McMorgan & Co
California
$17.7M +$3.06M +60,454 +21%
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FLOT Hedge Fund Activity: Q4 2023 in Review

628 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q4 2023, worth a combined $5.16B — up 2.2% from $5.05B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new FLOT positions and 53 closed out — a net gain of 22 holders — while 195 added to existing stakes and 279 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $223M. The largest seller was Ameriprise, cutting an estimated $82M.

  • 628 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q4 2023, up from 609 in Q3 2023.
  • Funds reported $5.16B of iShares Floating Rate Bond ETF stock for Q4 2023, up 2.2% quarter-over-quarter.
  • 75 funds opened new iShares Floating Rate Bond ETF positions in Q4 2023 and 53 closed out, a net change of +22 holders.
  • The largest iShares Floating Rate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $223M added.
  • The largest iShares Floating Rate Bond ETF seller in Q4 2023 was Ameriprise, an estimated $82M sold.

Based on aggregated 13F filings for Q4 2023.