FLOT icon

iShares Floating Rate Bond ETF
FLOT

Overview Fund Activity

608 hedge funds and large institutions have $4.88B invested in iShares Floating Rate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 199 increasing their positions, 278 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
Holders Change
-26
Holders Change %
-4.1%
% of All Funds
9.59%
Holding in Top 10
42
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.67%
% of All Funds
0.66%
New
57
Increased
199
Reduced
278
Closed
75
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NYLIM
New York Life Investment Management
New York
$168M
2
AssetMark Inc
AssetMark Inc
California
$112M
3
MWM
Modera Wealth Management
New Jersey
$43.2M
4
BCM
BlueCrest Capital Management
Jersey
$46.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$146M

Top Sellers

1
Jane Street
Jane Street
New York
$14.8M
2
Bank of America
Bank of America
North Carolina
$457M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$101M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$6.42M
5
DC
Davenport & Co
Virginia
$71.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
551
Sugarloaf Wealth Management
Georgia
$53.2K -$60.2K -1,185 -53%
IA
552
IFS Advisors
Kansas
$50.8K – – –
YDMI
553
Y.D. More Investments
Israel
$50.7K -$30.4K -600 -38%
BFA
554
BBJS Financial Advisors
Washington
$50.5K – – –
Fifth Third Bancorp
555
Fifth Third Bancorp
Ohio
$49.9K -$120K -2,362 -71%
CFB
556
Cullen/Frost Bankers
Texas
$45.5K +$45.5K +895 New
CIA
557
Cape Investment Advisory
Georgia
$43.3K – – –
EWP
558
Elevation Wealth Partners
California
$38.9K -$37.5K -737 -49%
HCM
559
Hollencrest Capital Management
California
$34.9K – – –
RG
560
Retirement Group
California
$34.7K +$19.1K +375 +122%
OP
561
ORG Partners
Indiana
$34.3K +$34.3K +678 New
LWP
562
Lumature Wealth Partners
Georgia
$34.3K – – –
HIA
563
Harbor Investment Advisory
Maryland
$29.9K -$35.7K -702 -54%
GFL
564
Granite FO LLC
New Hampshire
$28.2K – – –
HS
565
Horan Securities
United States
$27.4K – – –
GWSG
566
GPS Wealth Strategies Group
Colorado
$25.9K -$50.8K -1,000 -66%
BLC
567
Brown, Lisle/Cummings
Rhode Island
$25.4K – – –
NSIM
568
North Star Investment Management
Illinois
$24.9K – – –
CA
569
Centerpoint Advisors
Massachusetts
$24K – – –
PWM
570
Provident Wealth Management
Tennessee
$23.6K – – –
PB
571
Pinnacle Bancorp
Nebraska
$23.3K – – –
FFL
572
Financial Freedom LLC
Ohio
$23.3K +$203 +4 +0.9%
CPG
573
Cornerstone Planning Group
New Jersey
$20.7K +$20.7K +408 New
National Bank of Canada
574
National Bank of Canada
Quebec, Canada
$19.5K – – –
C
575
Covestor
United Kingdom
$17K +$411 +8 +2%
21 22
23
24 25