iShares Floating Rate Bond ETF
FLOT
473 hedge funds and large institutions have $5.63B invested in iShares Floating Rate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 240 increasing their positions, 105 reducing their positions, and 27 closing their positions.
133% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 27
129% more repeat investments, than reductions
Existing positions increased: 240 | Existing positions reduced: 105
28% more funds holding in top 10
Funds holding in top 10: 46 → 59 (+13)
25% more capital invested
Capital invested by funds: $4.51B → $5.63B (+$1.12B)
7% more funds holding
Funds holding: 441 → 473 (+32)
2.77% less ownership
Funds ownership: 57.19% → 54.42% (-2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$164M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$158M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$76.9M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$41.3M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$38.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
-$48.4M |
| 2 |
WCM
Windham Capital Management
Boston,
Massachusetts
|
-$38.9M |
| 3 |
Jane Street
New York
|
-$16.6M |
| 4 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$11.8M |
| 5 |
AA
Alesco Advisors
Pittsford,
New York
|
-$11.7M |
FLOT Hedge Fund Activity: Q2 2018 in Review
473 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q2 2018, worth a combined $5.63B — up 25% from $4.51B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new FLOT positions and 27 closed out — a net gain of 36 holders — while 240 added to existing stakes and 105 trimmed.
The largest buyer was FormulaFolio Investments, adding an estimated $164M. The largest seller was Valmark Advisers, exiting entirely with an estimated $48.4M sold.
- 473 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q2 2018, up from 441 in Q1 2018.
- Funds reported $5.63B of iShares Floating Rate Bond ETF stock for Q2 2018, up 25% quarter-over-quarter.
- 63 funds opened new iShares Floating Rate Bond ETF positions in Q2 2018 and 27 closed out, a net change of +36 holders.
- The largest iShares Floating Rate Bond ETF buyer in Q2 2018 was FormulaFolio Investments, an estimated $164M added.
- The largest iShares Floating Rate Bond ETF seller in Q2 2018 was Valmark Advisers, an estimated $48.4M sold.
Based on aggregated 13F filings for Q2 2018.