FLOT icon

iShares Floating Rate Bond ETF
FLOT

Overview Fund Activity

606 hedge funds and large institutions have $5.04B invested in iShares Floating Rate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 203 increasing their positions, 252 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
-2
Holders Change %
-0.33%
% of All Funds
9.66%
Holding in Top 10
46
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.52%
% of All Funds
0.73%
New
58
Increased
203
Reduced
252
Closed
53
Calls
$43K
Puts
–
Net Calls
+$43K
Net Calls Change
+$43K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$151M
2
Northern Trust
Northern Trust
Illinois
$187M
3
TPWA
TRUE Private Wealth Advisors
Oregon
$29.6M
4
Osaic Holdings
Osaic Holdings
Arizona
$71.8M
5
CCFCSB
Cape Cod Five Cents Savings Bank
Massachusetts
$42.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$419M
2
BCM
BlueCrest Capital Management
Jersey
$18.5M
3
SFS
Sowell Financial Services
Arkansas
$3.43M
4
DC
Davenport & Co
Virginia
$52.2M
5
Morgan Stanley
Morgan Stanley
New York
$205M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
476
WhitTier Trust Company
Nevada
$252K – – –
SPWG
477
Syntegra Private Wealth Group
Missouri
$251K -$18.3K -360 -7%
PTC
478
Private Trust Company
Ohio
$249K +$37.1K +729 +17%
PFS
479
Prospera Financial Services
Texas
$248K +$29.9K +587 +14%
CWP
480
CFM Wealth Partners
Texas
$247K – – –
RWM
481
RBA Wealth Management
California
$246K +$11.8K +231 +5%
JBA
482
Johnson Bixby & Associates
Washington
$244K -$346K -6,801 -59%
CB
483
Commerce Bank
Missouri
$242K +$242K +4,760 New
PIA
484
Perennial Investment Advisors
California
$240K +$240K +4,722 New
SWM
485
Seaside Wealth Management
California
$240K +$3.51K +69 +1%
IPW
486
Inlet Private Wealth
Florida
$237K +$7.79K +153 +3%
IIA
487
IPG Investment Advisors
California
$234K +$234K +4,593 New
PPC
488
Park Place Capital
Alabama
$232K – – –
RB
489
Renasant Bank
Mississippi
$232K -$4.73K -93 -2%
IAG
490
Investment Advisory Group
Massachusetts
$229K – – –
PMG
491
ProVise Management Group
Florida
$229K -$83.8K -1,646 -27%
KAS
492
KPP Advisory Services
Kentucky
$226K +$226K +4,450 New
WAM
493
Weatherly Asset Management
California
$226K – – –
RWM
494
Revisor Wealth Management
Ohio
$226K +$226K +4,434 New
UL
495
Unionview LLC
Washington
$225K -$87K -1,709 -28%
First Manhattan
496
First Manhattan
New York
$224K – – –
CFA
497
Cahill Financial Advisors
Minnesota
$222K +$222K +4,357 New
SPWM
498
Schrum Private Wealth Management
Florida
$221K – – –
CA
499
Continuum Advisory
Idaho
$220K -$1.22K -24 -0.6%
IAG
500
Investmark Advisory Group
Connecticut
$219K +$458 +9 +0.2%
18 19
20
21 22