We are live on ! Find out more
FLOT icon

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
FLA
501
Financial Life Advisors
Texas
$230K -$25.6K -503 -10%
IAG
502
Investment Advisory Group
Massachusetts
$230K – – –
SWA
503
Stratos Wealth Advisors
Ohio
$228K +$1.27K +25 +0.6%
KAS
504
KPP Advisory Services
Kentucky
$227K – – –
PTC
505
Private Trust Company
Ohio
$227K +$5.61K +110 +3%
Koshinski Asset Management
506
Koshinski Asset Management
Illinois
$225K -$14.3K -280 -6%
EB
507
Exchange Bank
California
$225K +$224K +4,401 New
First Manhattan
508
First Manhattan
New York
$225K – – –
BHBT
509
Burke & Herbert Bank & Trust
Virginia
$224K +$224K +4,385 New
WT
510
Whittier Trust
California
$223K -$9.94K -195 -4%
SPWM
511
Schrum Private Wealth Management
Florida
$222K – – –
RWA
512
Redhawk Wealth Advisors
Minnesota
$220K -$1.07K -21 -0.5%
EWA
513
Elevate Wealth Advisory
Georgia
$218K +$612 +12 +0.3%
WJWM
514
Williams Jones Wealth Management
New York
$217K – – –
EIP
515
Ellis Investment Partners
Pennsylvania
$216K -$10.6K -207 -5%
SWP
516
Summit Wealth Partners
Florida
$213K – – –
RIG
517
Ramiah Investment Group
Wisconsin
$213K -$103K -2,020 -33%
WAP
518
Wealthcare Advisory Partners
Pennsylvania
$213K -$75.2K -1,474 -26%
AAM
519
Advisors Asset Management
Colorado
$208K -$95.9K -1,881 -32%
LWANC
520
Laurel Wealth Advisors (North Carolina)
North Carolina
$207K -$3.16K -62 -2%
PA
521
Parallel Advisors
California
$206K +$969 +19 +0.5%
ML
522
McAdam LLC
Pennsylvania
$206K – – –
AA
523
Ancora Advisors
Ohio
$206K +$663 +13 +0.3%
TCWM
524
Total Clarity Wealth Management
Illinois
$204K +$204K +4,001 New
Invesco
525
Invesco
Georgia
$203K -$88.7K -1,740 -30%
19 20
21
22 23

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.