FLOT icon

iShares Floating Rate Bond ETF

619 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, 258 increasing their positions, 205 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
619
Holders Change
+18
Holders Change %
+3%
% 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
0.57%
New
65
Increased
258
Reduced
205
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
551
Sanctuary Wealth Management
Idaho
$68.1K
AAP
552
Arax Advisory Partners
Colorado
$65.8K +$29.7K +581 +82%
FFA
553
Founders Financial Alliance
North Carolina
$61.3K -$4.29K -84 -7%
MHR
554
Matthew Hamilton Rosenberg
$57.4K
SWM
555
Sugarloaf Wealth Management
Georgia
$56.7K +$868 +17 +2%
RL
556
Rogco LP
Oklahoma
$52.6K
DJSG
557
D.J. St. Germain
Massachusetts
$52.2K -$15.6K -305 -23%
BTI
558
Blue Trust Inc
Georgia
$52.1K
IA
559
IFS Advisors
Kansas
$51.1K
BFA
560
BBJS Financial Advisors
Washington
$50.8K
Fifth Third Bancorp
561
Fifth Third Bancorp
Ohio
$50.1K
OWA
562
Opal Wealth Advisors
New York
$49.6K +$49.6K +970 New
SIS
563
Sound Income Strategies
Florida
$47.7K +$47.7K +933 New
CFB
564
Cullen/Frost Bankers
Texas
$47.2K +$1.43K +28 +3%
CPA
565
Clear Point Advisors
New York
$43.2K -$1.18M -23,133 -96%
AGWCA
566
Annis Gardner Whiting Capital Advisors
Florida
$36.2K -$130K -2,535 -78%
HCM
567
Hollencrest Capital Management
California
$35.1K
WP
568
WealthShield Partners
North Carolina
$32.7K
EWP
569
Elevation Wealth Partners
California
$30.9K +$460 +9 +2%
SWC
570
Spectrum Wealth Counsel
Indiana
$30.4K -$1.99K -39 -6%
HIA
571
Harbor Investment Advisory
Maryland
$30K
GWSG
572
GPS Wealth Strategies Group
Colorado
$26K
CIA
573
Cape Investment Advisory
Georgia
$25.4K
NSIM
574
North Star Investment Management
Illinois
$25K
NS
575
NBC Securities
Alabama
$25K +$22.2K +447 +798%