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iShares Floating Rate Bond ETF
FLOT

535 hedge funds and large institutions have $5.47B invested in iShares Floating Rate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 199 increasing their positions, 175 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 45

14% more repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 175

10% more funds holding

Funds holding: 488 → 535 (+47)

2% more funds holding in top 10

Funds holding in top 10: 46 → 47 (+1)

0.14% more ownership

Funds ownership: 55.82% → 55.96% (+0.14%)

1% less capital invested

Capital invested by funds: $5.51B → $5.47B (-$40.3M)

Holders
535
Holders Change
+47
Holders Change %
+9.63%
% of All Funds
10.54%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.93%
New
102
Increased
199
Reduced
175
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$36.5M
2
Jane Street
Jane Street
New York
+$31.2M
3
IAA
Independent Advisor Alliance
North Carolina
+$22.1M
4
Morgan Stanley
Morgan Stanley
New York
+$20.7M
5
Truist Financial
Truist Financial
North Carolina
+$11.7M

Top Sellers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
-$45.6M
2
Wells Fargo
Wells Fargo
California
-$41M
3
BlackRock
BlackRock
New York
-$39.8M
4
BOTW
Bank of the West
California
-$34.3M
5
AIM
Astor Investment Management
Illinois
-$28.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
ClearBridge Investments
526
ClearBridge Investments
New York
$5K – – –
SIAP
527
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5K +$5.04K +99 New
PFSC
528
Peoples Financial Services Corp
Pennsylvania
$4K – – –
DY
529
Dowling & Yahnke
California
$4K +$3.77K +74 New
EWM
530
EPG Wealth Management
Georgia
$4K +$3.82K +75 New
BL
531
Balentine LLC
Georgia
$3K – – –
KPW
532
Kore Private Wealth
New York
$2K +$1.78K +35 New
LAS
533
Lloyd Advisory Services
Georgia
$2K +$1.78K +35 New
JCM
534
Jacobi Capital Management
Pennsylvania
$1K – – –
NDSI
535
Newman Dignan & Sheerar Inc
Rhode Island
$458 +$1.32K +26 +0.3%
SHWM
536
Silicon Hills Wealth Management
Texas
$8 +$51 +1 New
PI
537
PineBridge Investments
New York
– -$15.6M -305,600 Closed
CS
538
Credit Suisse
Switzerland
– -$6.25M -122,693 Closed
Axa
539
Axa
France
– -$4.99M -97,870 Closed
ACA
540
Ackerman Capital Advisors
Texas
– -$1.98M -38,805 Closed
AP
541
Advisors Preferred
Maryland
– -$1.96M -38,500 Closed
BPCE
542
Bank Pictet & Cie (Europe)
Germany
– -$1.3M -25,422 Closed
M&T Bank
543
M&T Bank
New York
– -$1.05M -20,676 Closed
LA
544
LVW Advisors
New York
– -$922K -18,088 Closed
CHP
545
Cable Hill Partners
Oregon
– -$872K -17,100 Closed
PCIA
546
Prime Capital Investment Advisors
Kansas
– -$871K -17,080 Closed
VF
547
Virtu Financial
New York
– -$682K -13,383 Closed
NFP
548
Narus Financial Partners
Utah
– -$678K -13,310 Closed
JWS
549
Juncture Wealth Strategies
Arizona
– -$607K -11,912 Closed
Comerica Bank
550
Comerica Bank
Texas
– -$487K -9,561 Closed
20 21
22
23 24

FLOT Hedge Fund Activity: Q4 2019 in Review

535 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q4 2019, worth a combined $5.47B — down 0.73% from $5.51B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new FLOT positions and 45 closed out — a net gain of 57 holders — while 199 added to existing stakes and 175 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $36.5M. The largest seller was RiverFront Investment Group, cutting an estimated $45.6M.

  • 535 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q4 2019, up from 488 in Q3 2019.
  • Funds reported $5.47B of iShares Floating Rate Bond ETF stock for Q4 2019, down 0.73% quarter-over-quarter.
  • 102 funds opened new iShares Floating Rate Bond ETF positions in Q4 2019 and 45 closed out, a net change of +57 holders.
  • The largest iShares Floating Rate Bond ETF buyer in Q4 2019 was Royal Bank of Canada, an estimated $36.5M added.
  • The largest iShares Floating Rate Bond ETF seller in Q4 2019 was RiverFront Investment Group, an estimated $45.6M sold.

Based on aggregated 13F filings for Q4 2019.