FLOT icon

iShares Floating Rate Bond ETF
FLOT

Overview Fund Activity

619 hedge funds and large institutions have $5B invested in iShares Floating Rate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 258 increasing their positions, 205 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
619
Holders Change
+18
Holders Change %
+3%
% of All Funds
9%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.57%
New
65
Increased
258
Reduced
205
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$266M
2
CA
Crane Advisory
California
$50M
3
Bank of America
Bank of America
North Carolina
$400M
4
Morgan Stanley
Morgan Stanley
New York
$236M
5
TPWA
TRUE Private Wealth Advisors
Oregon
$58.3M

Top Sellers

1
Jane Street
Jane Street
New York
$1.43M
2
BlackRock
BlackRock
New York
$246M
3
AWMS
Advocacy Wealth Management Services
Georgia
$8.08M
4
AIA
Angeles Investment Advisors
California
$43M
5
IWC
Integrated Wealth Concepts
Massachusetts
$1.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
476
Clarus Wealth Advisors
Arizona
$273K – – –
HFS
477
Haverford Financial Services
Pennsylvania
$272K -$28.2K -552 -9%
RCAG
478
Rehmann Capital Advisory Group
Michigan
$271K +$57.3K +1,121 +27%
CAS
479
Coppell Advisory Solutions
Texas
$270K +$270K +5,294 New
IPW
480
Inlet Private Wealth
Florida
$263K – – –
MLIC
481
Mandatum Life Insurance Company
Finland
$259K – – –
AA
482
Addison Advisors
Vermont
$258K – – –
SAG
483
SageView Advisory Group
California
$256K – – –
SEP
484
Southland Equity Partners
Missouri
$256K +$55.3K +1,082 +27%
MC
485
Middleton & Co
Massachusetts
$255K – – –
WTC
486
WhitTier Trust Company
Nevada
$253K – – –
DWM
487
Diversify Wealth Management
Utah
$252K +$252K +4,982 New
SWM
488
Seaside Wealth Management
California
$252K +$3.78K +74 +2%
BFA
489
Beaumont Financial Advisors
Massachusetts
$252K – – –
CWP
490
CFM Wealth Partners
Texas
$248K – – –
CA
491
CoreCap Advisors
Michigan
$248K +$2.04K +40 +0.8%
RA
492
Rockingstone Advisors
Massachusetts
$243K +$243K +4,755 New
IFA
493
Interactive Financial Advisors
Illinois
$242K -$7.21K -141 -3%
RWM
494
RBA Wealth Management
California
$241K +$3.37K +66 +1%
SIC
495
Salem Investment Counselors
North Carolina
$240K -$16.1K -315 -6%
PFS
496
Prospera Financial Services
Texas
$239K -$21.4K -419 -8%
MCM
497
MontVue Capital Management
Virginia
$236K +$236K +4,620 New
TA
498
TrueWealth Advisors
Alabama
$232K – – –
FLA
499
Financial Life Advisors
Texas
$230K -$25.7K -503 -10%
IAG
500
Investment Advisory Group
Massachusetts
$230K – – –
18 19
20
21 22