FLOT icon

iShares Floating Rate Bond ETF
FLOT

Overview Fund Activity

624 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 74 funds opening new positions, 195 increasing their positions, 277 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
+18
Holders Change %
+2.97%
% of All Funds
9.15%
Holding in Top 10
37
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-19.57%
% of All Funds
0.54%
New
74
Increased
195
Reduced
277
Closed
53
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$427M
2
Northern Trust
2
Northern Trust
Illinois
$218M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$76.6M
4
AWM
4
Apollon Wealth Management
South Carolina
$28.7M
5
AIA
5
Angeles Investment Advisors
California
$20.9M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$68M
2
Bank of America
2
Bank of America
North Carolina
$388M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$107M
4
BFG
4
Beacon Financial Group
Texas
$13.8M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$48M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFN
476
Focus Financial Network
Minnesota
$272K +$607 +12 +0.2%
VHAM
477
Van Hulzen Asset Management
California
$270K -$9.62K -190 -3%
BFA
478
Beaumont Financial Advisors
Massachusetts
$264K -$6.07K -120 -2%
EWA
479
EP Wealth Advisors
California
$262K +$51.9K +1,025 +25%
IPW
480
Inlet Private Wealth
Florida
$261K +$25.6K +506 +11%
IA
481
Insight Advisors
Pennsylvania
$260K -$1.77K -35 -0.7%
SW
482
SteelPeak Wealth
California
$258K -$400K -7,893 -61%
NGA
483
Naples Global Advisors
Florida
$257K +$6.33K +125 +3%
MLIC
484
Mandatum Life Insurance Company
Finland
$256K – – –
AA
485
Addison Advisors
Vermont
$256K -$169K -3,345 -40%
SFP
486
Shepherd Financial Partners
Massachusetts
$255K +$152 +3 +0.1%
WA
487
Wealthstar Advisors
Texas
$255K +$152 +3 +0.1%
MC
488
Middleton & Co
Massachusetts
$253K – – –
FLA
489
Financial Life Advisors
Texas
$252K -$183K -3,616 -42%
GFPC
490
Global Financial Private Client
Florida
$251K -$44K -870 -15%
SWA
491
Stratos Wealth Advisors
Ohio
$251K +$101 +2 +0%
WTC
492
WhitTier Trust Company
Nevada
$251K – – –
SPWG
493
Syntegra Private Wealth Group
Missouri
$250K – – –
MWA
494
Muirfield Wealth Advisors
North Carolina
$249K +$249K +4,922 New
IIA
495
IPG Investment Advisors
California
$248K +$15.5K +307 +7%
EIP
496
Ellis Investment Partners
Pennsylvania
$247K +$35.7K +706 +17%
CWP
497
CFM Wealth Partners
Texas
$246K – – –
SIA
498
Strategic Investment Advisors
Michigan
$245K -$113K -2,235 -32%
SWM
499
Seaside Wealth Management
California
$243K +$4.76K +94 +2%
RWM
500
Revisor Wealth Management
Ohio
$242K +$17.4K +344 +8%
18 19
20
21 22