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iShares Floating Rate Bond ETF
FLOT

528 hedge funds and large institutions have $4.2B invested in iShares Floating Rate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 220 increasing their positions, 164 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 164

22% more funds holding in top 10

Funds holding in top 10: 23 → 28 (+5)

5% more capital invested

Capital invested by funds: $4.01B → $4.2B (+$187M)

0.83% more ownership

Funds ownership: 61.92% → 62.75% (+0.83%)

3% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 39

2% less funds holding

Funds holding: 538 → 528 (-10)

Holders
528
Holders Change
-10
Holders Change %
-1.86%
% of All Funds
9.24%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.49%
New
38
Increased
220
Reduced
164
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$86.5M
2
LPL Financial
LPL Financial
California
+$26.8M
3
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
+$24.9M
4
DC
Davenport & Co
Virginia
+$22.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.7M

Top Sellers

Rank Fund Capital Flow
1
US Bancorp
US Bancorp
Minnesota
-$27.4M
2
Renaissance Technologies
Renaissance Technologies
New York
-$20.7M
3
WFS
Weitzel Financial Services
Iowa
-$14.4M
4
CCM
Crabel Capital Management
California
-$9.94M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$7.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
501
TCI Wealth Advisors
Arizona
$13K – – –
AIM
502
Astor Investment Management
Illinois
$12K -$102 -2 -0.8%
AAP
503
Arax Advisory Partners
Colorado
$12K +$1.63K +32 +16%
ASBI
504
American State Bank (Iowa)
Iowa
$10.2K – – –
FNBOSM
505
First National Bank of South Miami
Florida
$10K – – –
NSB
506
Norway Savings Bank
Maine
$10K – – –
LWA
507
Lenox Wealth Advisors
New York
$10K +$10.2K +200 New
TVWM
508
Tower View Wealth Management
Wisconsin
$10K +$10.2K +200 New
GGI
509
Godsey & Gibb Inc
Virginia
$7K – – –
CFD
510
Creative Financial Designs
Indiana
$6K – – –
First Manhattan
511
First Manhattan
New York
$6K – – –
MAWCM
512
Mine & Arao Wealth Creation & Management
California
$6K – – –
IWMWV
513
Ironwood Wealth Management (West Virginia)
West Virginia
$5K – – –
SWM
514
Selective Wealth Management
Virginia
$5K – – –
TAM
515
Tucker Asset Management
Colorado
$4.06K – – –
FCB
516
First Command Bank
Texas
$4K – – –
FCFS
517
First Command Financial Services
Texas
$4K – – –
IAS
518
IMA Advisory Services
Colorado
$4K – – –
MAM
519
Meeder Asset Management
Ohio
$4K +$3.81K +75 New
IWP
520
IAG Wealth Partners
Wisconsin
$2K -$2.18K -43 -54%
WT
521
Washington Trust
Rhode Island
$2K – – –
SWA
522
Sutton Wealth Advisors
Florida
$1.63K – – –
VCWA
523
Vanguard Capital Wealth Advisors
Colorado
$1.34K +$1.32K +26 +0.1%
BWM
524
Baystate Wealth Management
Massachusetts
$1K – – –
KFI
525
Key Financial Inc
Pennsylvania
$1K – – –
19 20
21
22 23

FLOT Hedge Fund Activity: Q3 2021 in Review

528 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q3 2021, worth a combined $4.2B — up 4.7% from $4.01B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of FLOT and 38 opened new positions — a net loss of 1 holder — while 164 trimmed existing stakes and 220 added.

The largest buyer was BlackRock, adding an estimated $86.5M. The largest seller was US Bancorp, cutting an estimated $27.4M.

  • 528 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q3 2021, down from 538 in Q2 2021.
  • Funds reported $4.2B of iShares Floating Rate Bond ETF stock for Q3 2021, up 4.7% quarter-over-quarter.
  • 38 funds opened new iShares Floating Rate Bond ETF positions in Q3 2021 and 39 closed out, a net change of -1 holder.
  • The largest iShares Floating Rate Bond ETF buyer in Q3 2021 was BlackRock, an estimated $86.5M added.
  • The largest iShares Floating Rate Bond ETF seller in Q3 2021 was US Bancorp, an estimated $27.4M sold.

Based on aggregated 13F filings for Q3 2021.