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iShares Floating Rate Bond ETF
FLOT

535 hedge funds and large institutions have $5.47B invested in iShares Floating Rate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 199 increasing their positions, 175 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 45

14% more repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 175

10% more funds holding

Funds holding: 488 → 535 (+47)

2% more funds holding in top 10

Funds holding in top 10: 46 → 47 (+1)

0.14% more ownership

Funds ownership: 55.82% → 55.96% (+0.14%)

1% less capital invested

Capital invested by funds: $5.51B → $5.47B (-$40.3M)

Holders
535
Holders Change
+47
Holders Change %
+9.63%
% of All Funds
10.54%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.93%
New
102
Increased
199
Reduced
175
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$36.5M
2
Jane Street
Jane Street
New York
+$31.2M
3
IAA
Independent Advisor Alliance
North Carolina
+$22.1M
4
Morgan Stanley
Morgan Stanley
New York
+$20.7M
5
Truist Financial
Truist Financial
North Carolina
+$11.7M

Top Sellers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
-$45.6M
2
Wells Fargo
Wells Fargo
California
-$41M
3
BlackRock
BlackRock
New York
-$39.8M
4
BOTW
Bank of the West
California
-$34.3M
5
AIM
Astor Investment Management
Illinois
-$28.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
476
Meeder Asset Management
Ohio
$52K – – –
BCV
477
Banque Cantonale Vaudoise
Switzerland
$51K +$50.9K +1,000 New
BWP
478
Baldwin Wealth Partners
Massachusetts
$50K – – –
MPCG
479
Matrix Private Capital Group
New York
$50K +$50K +981 New
SWA
480
Sutton Wealth Advisors
Florida
$49.2K – – –
PCTC
481
Perkins Coie Trust Company
Washington
$49K – – –
HDIM
482
Hanson & Doremus Investment Management
Vermont
$48K – – –
BWM
483
Baystate Wealth Management
Massachusetts
$46K +$46.4K +910 New
ACM
484
Allred Capital Management
Texas
$45.8K +$45.8K +899 New
TF
485
TimeScale Financial
Massachusetts
$45K – – –
HR
486
Howe & Rusling
New York
$45K +$26.2K +515 +138%
ADL
487
Asset Dedication LLC
California
$43K – – –
TA
488
TFG Advisers
Michigan
$39K +$39.6K +777 New
IF
489
Ironwood Financial
Arizona
$36K – – –
BFC
490
Bedel Financial Consulting
Indiana
$34K – – –
PP
491
Pacifica Partners
Canada
$32K +$31.8K +625 New
HIA
492
Harbor Investment Advisory
Maryland
$32K +$32.1K +630 New
GTAM
493
Global Trust Asset Management
Florida
$30K – – –
APC
494
Aspire Private Capital
North Carolina
$28K -$995K -19,526 -97%
IAS
495
IMA Advisory Services
Colorado
$28K – – –
RG
496
Retirement Group
California
$28K +$27.9K +547 New
BFEC
497
Benjamin F. Edwards & Company
Missouri
$27K -$16.8K -329 -39%
CFG
498
Capstone Financial Group
Oklahoma
$25K +$24.7K +484 New
GI
499
Gradient Investments
Minnesota
$24K -$3.16K -62 -12%
BCI
500
Brinker Capital Investments
Pennsylvania
$24K +$24K +472 New
18 19
20
21 22

FLOT Hedge Fund Activity: Q4 2019 in Review

535 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q4 2019, worth a combined $5.47B — down 0.73% from $5.51B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new FLOT positions and 45 closed out — a net gain of 57 holders — while 199 added to existing stakes and 175 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $36.5M. The largest seller was RiverFront Investment Group, cutting an estimated $45.6M.

  • 535 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q4 2019, up from 488 in Q3 2019.
  • Funds reported $5.47B of iShares Floating Rate Bond ETF stock for Q4 2019, down 0.73% quarter-over-quarter.
  • 102 funds opened new iShares Floating Rate Bond ETF positions in Q4 2019 and 45 closed out, a net change of +57 holders.
  • The largest iShares Floating Rate Bond ETF buyer in Q4 2019 was Royal Bank of Canada, an estimated $36.5M added.
  • The largest iShares Floating Rate Bond ETF seller in Q4 2019 was RiverFront Investment Group, an estimated $45.6M sold.

Based on aggregated 13F filings for Q4 2019.