FLOT icon

iShares Floating Rate Bond ETF
FLOT

Overview Fund Activity

488 hedge funds and large institutions have $5.51B invested in iShares Floating Rate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 201 increasing their positions, 194 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
-32
Holders Change %
-6.15%
% of All Funds
10.72%
Holding in Top 10
46
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8%
% of All Funds
1.01%
New
30
Increased
201
Reduced
194
Closed
58
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PP
Prudential plc
United Kingdom
$680M
2
AssetMark Inc
AssetMark Inc
California
$127M
3
MFM
MD Financial Management
Ontario, Canada
$51.1M
4
UBS Group
UBS Group
Switzerland
$242M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$22.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$843M
2
BlackRock
BlackRock
New York
$121M
3
Wells Fargo
Wells Fargo
California
$203M
4
UCFA
United Capital Financial Advisors
Texas
$28.9M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$2.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGA
501
Premia Global Advisors
Florida
– -$1.64M -32,254 Closed
SAM
502
Stringer Asset Management
Tennessee
– -$1.52M -29,883 Closed
TSS
503
Two Sigma Securities
New York
– -$1.23M -24,206 Closed
BCI
504
Brinker Capital Investments
Pennsylvania
– -$1.1M -21,640 Closed
ACM
505
AlphaStar Capital Management
North Carolina
– -$916K -17,981 Closed
RA
506
RFG Advisory
Alabama
– -$861K -16,865 Closed
LPT
507
Legacy Private Trust
Wisconsin
– -$811K -15,919 Closed
RCAG
508
Rehmann Capital Advisory Group
Michigan
– -$804K -15,786 Closed
UWM
509
USAdvisors Wealth Management
Minnesota
– -$697 -13,692 Closed
FPFS
510
First Personal Financial Services
North Carolina
– -$664K -13,028 Closed
CF
511
Centaurus Financial
California
– -$649K -12,745 Closed
B
512
Bailard
California
– -$529K -10,395 Closed
PWMG
513
Prestige Wealth Management Group
New Jersey
– -$472K -9,262 Closed
PPP
514
Private Portfolio Partners
New Jersey
– -$456K -8,968 Closed
FF
515
Friedenthal Financial
New Jersey
– -$434K -8,515 Closed
MYIA
516
Mount Yale Investment Advisors
Colorado
– -$413K -8,128 Closed
KP
517
Keel Point
Alabama
– -$346K -6,799 Closed
OMC
518
Old Mission Capital
Illinois
– -$322K -6,319 Closed
BFA
519
Beaumont Financial Advisors
Massachusetts
– -$318K -6,235 Closed
AFNAS
520
American Financial Network Advisory Services
California
– -$315K -6,183 Closed
AC
521
Alexandria Capital
Virginia
– -$294K -5,780 Closed
CMI
522
Clare Market Investments
Texas
– -$293K -5,750 Closed
IWA
523
IBEX Wealth Advisors
New Jersey
– -$266K -5,236 Closed
TCM
524
Twin Capital Management
Pennsylvania
– -$250K -4,910 Closed
CFG
525
CMC Financial Group
Georgia
– -$225K -4,417 Closed
18 19 20
21
22