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iShares Floating Rate Bond ETF
FLOT

623 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, 259 increasing their positions, 207 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 39

25% more repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 207

11% more funds holding in top 10

Funds holding in top 10: 35 → 39 (+4)

3% more funds holding

Funds holding: 604 → 623 (+19)

3% more capital invested

Capital invested by funds: $4.87B → $5B (+$127M)

0.15% less ownership

Funds ownership: 66.87% → 66.72% (-0.15%)

Holders
623
Holders Change
+19
Holders Change %
+3.15%
% 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
0.56%
New
65
Increased
259
Reduced
207
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$52.4M
2
CA
Crane Advisory
California
+$49.9M
3
Bank of America
Bank of America
North Carolina
+$33.4M
4
Morgan Stanley
Morgan Stanley
New York
+$19.9M
5
TPWA
TRUE Private Wealth Advisors
Oregon
+$16.5M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$43.1M
2
BlackRock
BlackRock
New York
-$41.1M
3
AWMS
Advocacy Wealth Management Services
Georgia
-$39.6M
4
AIA
Angeles Investment Advisors
California
-$33.1M
5
IWC
Integrated Wealth Concepts
Massachusetts
-$21.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
476
FSA Advisors
Michigan
$274K -$29.8K -584 -10%
FW
477
FullCircle Wealth
Texas
$273K +$273K +5,359 New
CWA
478
Clarus Wealth Advisors
Arizona
$273K – – –
HFS
479
Haverford Financial Services
Pennsylvania
$272K -$28.1K -552 -9%
RCAG
480
Rehmann Capital Advisory Group
Michigan
$271K +$57.2K +1,121 +27%
CAS
481
Coppell Advisory Solutions
Texas
$270K +$270K +5,294 New
IPW
482
Inlet Private Wealth
Florida
$263K – – –
MLIC
483
Mandatum Life Insurance Company
Finland
$259K – – –
AA
484
Addison Advisors
Vermont
$258K – – –
SAG
485
SageView Advisory Group
California
$256K – – –
SEP
486
Southland Equity Partners
Missouri
$256K +$55.2K +1,082 +27%
MC
487
Middleton & Co
Massachusetts
$255K – – –
WTC
488
WhitTier Trust Company
Nevada
$253K – – –
DWM
489
Diversify Wealth Management
Utah
$252K +$254K +4,982 New
SWM
490
Seaside Wealth Management
California
$252K +$3.77K +74 +2%
BFA
491
Beaumont Financial Advisors
Massachusetts
$252K – – –
CWP
492
CFM Wealth Partners
Texas
$248K – – –
CA
493
CoreCap Advisors
Michigan
$248K +$2.04K +40 +0.8%
RA
494
Rockingstone Advisors
Massachusetts
$243K +$242K +4,755 New
IFA
495
Interactive Financial Advisors
Illinois
$242K -$7.19K -141 -3%
RWM
496
RBA Wealth Management
California
$241K +$3.37K +66 +1%
SIC
497
Salem Investment Counselors
North Carolina
$240K -$16.1K -315 -6%
PFS
498
Prospera Financial Services
Texas
$239K -$21.4K -419 -8%
MCM
499
MontVue Capital Management
Virginia
$236K +$236K +4,620 New
TA
500
TrueWealth Advisors
Alabama
$232K – – –
18 19
20
21 22

FLOT Hedge Fund Activity: Q2 2024 in Review

623 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q2 2024, worth a combined $5B — up 2.6% from $4.87B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new FLOT positions and 39 closed out — a net gain of 26 holders — while 259 added to existing stakes and 207 trimmed.

The largest buyer was Northern Trust, adding an estimated $52.4M. The largest seller was Jane Street, cutting an estimated $43.1M.

  • 623 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q2 2024, up from 604 in Q1 2024.
  • Funds reported $5B of iShares Floating Rate Bond ETF stock for Q2 2024, up 2.6% quarter-over-quarter.
  • 65 funds opened new iShares Floating Rate Bond ETF positions in Q2 2024 and 39 closed out, a net change of +26 holders.
  • The largest iShares Floating Rate Bond ETF buyer in Q2 2024 was Northern Trust, an estimated $52.4M added.
  • The largest iShares Floating Rate Bond ETF seller in Q2 2024 was Jane Street, an estimated $43.1M sold.

Based on aggregated 13F filings for Q2 2024.