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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
+$54.9M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$35.1M |
| 3 |
Jane Street
New York
|
+$27M |
| 4 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$25M |
| 5 |
TAM
TCP Asset Management
Columbus,
Ohio
|
+$13.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$214M |
| 2 |
BlackRock
New York
|
-$79.8M |
| 3 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
-$27.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$24.7M |
| 5 |
JP Morgan Chase
New York
|
-$20.1M |
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.