We are live on ! Find out more
FLOT icon

iShares Floating Rate Bond ETF

637 hedge funds and large institutions have $5.54B invested in iShares Floating Rate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 184 increasing their positions, 290 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.25% more ownership

Funds ownership: 66.15%72.4% (+6.2%)

7% less funds holding

Funds holding: 682637 (-45)

11% less capital invested

Capital invested by funds: $6.2B → $5.54B (-$659M)

26% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 103

30% less funds holding in top 10

Funds holding in top 10: 6445 (-19)

37% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 290

Holders
637
Holders Change
-45
Holders Change %
-6.6%
% of All Funds
10.15%
Holding in Top 10
45
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-29.69%
% of All Funds
0.72%
New
76
Increased
184
Reduced
290
Closed
103
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
551
Atticus Wealth Management
Florida
$167K +$167K +3,316 New
CT
552
Caldwell Trust
Florida
$158K -$101K -2,000 -39%
RFA
553
Resurgent Financial Advisors
Georgia
$156K -$3.58K -71 -2%
CAL
554
Capital Analysts LLC
Pennsylvania
$150K +$30.7K +609 +26%
TCOV
555
Trust Company of Vermont
Vermont
$148K +$138K +2,735 +1,334%
OHWP
556
Oak Harbor Wealth Partners
North Carolina
$141K
FRA
557
Front Row Advisors
California
$134K +$5.05K +100 +4%
AIP
558
Ameritas Investment Partners
Nebraska
$125K -$117K -2,323 -48%
WBC
559
West Branch Capital
Massachusetts
$124K -$12.1K -240 -9%
PPWM
560
PFG Private Wealth Management
Florida
$122K -$185K -3,658 -60%
BCV
561
Banque Cantonale Vaudoise
Switzerland
$121K -$50.5K -1,000 -29%
WIM
562
Westside Investment Management
California
$119K
SWM
563
Sugarloaf Wealth Management
Georgia
$112K +$404 +8 +0.4%
BL
564
Balentine LLC
Georgia
$103K +$103K +2,039 New
BONH
565
Bank of New Hampshire
New Hampshire
$103K
KM
566
Kalos Management
Georgia
$103K +$103K +2,035 New
FCA
567
Fortis Capital Advisors
Kansas
$101K -$694K -13,750 -87%
CLOS
568
Compagnie Lombard Odier SCmA
Switzerland
$101K
BNP Paribas Financial Markets
569
BNP Paribas Financial Markets
France
$95.2K -$529K -10,486 -85%
PFBT
570
Parkside Financial Bank & Trust
Missouri
$89.4K
S
571
SignatureFD
Georgia
$87.5K +$87.6K +1,736 New
YDMI
572
Y.D. More Investments
Israel
$80.4K
GWSG
573
GPS Wealth Strategies Group
Colorado
$76K +$76.1K +1,509 New
AAM
574
Advisors Asset Management
Colorado
$76K +$76.1K +1,508 New
EWP
575
Elevation Wealth Partners
California
$75.7K +$75.8K +1,502 New

FLOT Hedge Fund Activity: Q1 2023 in Review

637 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q1 2023, worth a combined $5.54B — down 11% from $6.2B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of FLOT and 76 opened new positions — a net loss of 27 holders — while 290 trimmed existing stakes and 184 added.

The largest buyer was Jane Street, adding an estimated $662M. The largest seller was Wells Fargo, cutting an estimated $101M.

  • 637 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q1 2023, down from 682 in Q4 2022.
  • Funds reported $5.54B of iShares Floating Rate Bond ETF stock for Q1 2023, down 11% quarter-over-quarter.
  • 76 funds opened new iShares Floating Rate Bond ETF positions in Q1 2023 and 103 closed out, a net change of -27 holders.
  • The largest iShares Floating Rate Bond ETF buyer in Q1 2023 was Jane Street, an estimated $662M added.
  • The largest iShares Floating Rate Bond ETF seller in Q1 2023 was Wells Fargo, an estimated $101M sold.

Based on aggregated 13F filings for Q1 2023.