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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
604
Holders Change
-24
Holders Change %
-3.82%
% of All Funds
8.7%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.5%
New
53
Increased
228
Reduced
236
Closed
66
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AIA
Angeles Investment Advisors
California
+$54.9M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$35.1M
3
Jane Street
Jane Street
New York
+$27M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$25M
5
TAM
TCP Asset Management
Ohio
+$13.4M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$214M
2
BlackRock
BlackRock
New York
-$79.8M
3
AWM
Apollon Wealth Management
South Carolina
-$27.7M
4
Bank of America
Bank of America
North Carolina
-$24.7M
5
JP Morgan Chase
JP Morgan Chase
New York
-$20.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
WTC
476
WhitTier Trust Company
Nevada
$253K – – –
BFA
477
Beaumont Financial Advisors
Massachusetts
$251K -$15K -295 -6%
IFA
478
Interactive Financial Advisors
Illinois
$249K -$758K -14,900 -75%
SWM
479
Seaside Wealth Management
California
$248K +$2.39K +47 +1%
CWP
480
CFM Wealth Partners
Texas
$248K – – –
CA
481
CoreCap Advisors
Michigan
$246K +$21.6K +424 +10%
Koshinski Asset Management
482
Koshinski Asset Management
Illinois
$240K +$239K +4,703 New
RWM
483
RBA Wealth Management
California
$237K -$6.21K -122 -3%
SFG
484
Summit Financial Group
West Virginia
$234K -$210K -4,127 -47%
IA
485
Insight Advisors
Pennsylvania
$233K -$29.1K -571 -11%
WT
486
Whittier Trust
California
$233K -$834K -16,385 -78%
TA
487
TrueWealth Advisors
Alabama
$232K – – –
IAG
488
Investment Advisory Group
Massachusetts
$230K – – –
FHA
489
First Horizon Advisors
Tennessee
$229K +$196K +3,862 +616%
KAS
490
KPP Advisory Services
Kentucky
$227K +$226K +4,450 New
SWA
491
Stratos Wealth Advisors
Ohio
$226K -$27.1K -533 -11%
EIP
492
Ellis Investment Partners
Pennsylvania
$226K -$23.6K -463 -9%
First Manhattan
493
First Manhattan
New York
$224K – – –
ERIC
494
Eagle Rock Investment Company
Georgia
$222K +$222K +4,354 New
FFS
495
Founders Financial Securities
Maryland
$222K +$221K +4,344 New
SPWM
496
Schrum Private Wealth Management
Florida
$222K – – –
PTC
497
Private Trust Company
Ohio
$221K +$12.2K +240 +6%
RWA
498
Redhawk Wealth Advisors
Minnesota
$221K +$1.07K +21 +0.5%
EWA
499
Elevate Wealth Advisory
Georgia
$218K -$179K -3,527 -45%
WJWM
500
Williams Jones Wealth Management
New York
$217K – – –
18 19
20
21 22

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.