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iShares Floating Rate Bond ETF
FLOT

604 hedge funds and large institutions have $4.87B invested in iShares Floating Rate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 228 increasing their positions, 236 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 236

2.16% less ownership

Funds ownership: 69.03% → 66.87% (-2.2%)

4% less funds holding

Funds holding: 628 → 604 (-24)

5% less funds holding in top 10

Funds holding in top 10: 37 → 35 (-2)

6% less capital invested

Capital invested by funds: $5.16B → $4.87B (-$287M)

20% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 66

Holders
604
Holders Change
-24
Holders Change %
-3.82%
% of All Funds
8.7%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.5%
New
53
Increased
228
Reduced
236
Closed
66
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AIA
Angeles Investment Advisors
California
+$54.9M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$35.1M
3
Jane Street
Jane Street
New York
+$27M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$25M
5
TAM
TCP Asset Management
Ohio
+$13.4M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$214M
2
BlackRock
BlackRock
New York
-$79.8M
3
AWM
Apollon Wealth Management
South Carolina
-$27.7M
4
Bank of America
Bank of America
North Carolina
-$24.7M
5
JP Morgan Chase
JP Morgan Chase
New York
-$20.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
576
Northwest Capital Management
Oregon
$15.1K – – –
KFS
577
Kelly Financial Services
Massachusetts
$14.3K +$153 +3 +1%
ADL
578
Asset Dedication LLC
California
$14K – – –
VAMG
579
Voisard Asset Management Group
Michigan
$10.9K – – –
ITIM
580
Indiana Trust & Investment Management
Indiana
$10.2K -$5.09K -100 -33%
TFGT
581
TS Financial Group (TSFG)
Illinois
$10K -$4.07K -80 -29%
C
582
Covestor
United Kingdom
$8K -$7.12K -140 -47%
PCM
583
Penserra Capital Management
California
$7K +$204 +4 +3%
MAWCM
584
Mine & Arao Wealth Creation & Management
California
$6.4K +$51 +1 +0.8%
PCTC
585
Perkins Coie Trust Company
Washington
$6.38K – – –
RFS
586
Richardson Financial Services
Massachusetts
$6.26K +$611 +12 +11%
HWA
587
HHM Wealth Advisors
Tennessee
$6.13K – – –
HBW
588
Hazlett, Burt & Watson
West Virginia
$6K – – –
CPG
589
Cornerstone Planning Group
New Jersey
$5.46K +$51 +1 +0.9%
PCWA
590
Pacific Capital Wealth Advisors
California
$5.11K – – –
SS
591
Sunbelt Securities
Texas
$5K – – –
PWA
592
Provenance Wealth Advisors
Florida
$4.03K – – –
PWM
593
Provident Wealth Management
Tennessee
$3.22K -$1.63K -32 -34%
QPBE
594
Quintet Private Bank (Europe)
Luxembourg
$3.15K -$407 -8 -13%
IPW
595
Impact Partnership Wealth
Georgia
$2.55K – – –
FGAM
596
Financial Gravity Asset Management
Texas
$2.5K +$2.49K +49 New
NS
597
NBC Securities
Alabama
$2K -$25.2K -496 -90%
GFPC
598
Global Financial Private Client
Florida
$1.32K -$251K -4,937 -99%
CIM
599
Contravisory Investment Management
Massachusetts
$1.28K – – –
HFS
600
Hantz Financial Services
Michigan
$1K +$763 +15 New
22 23
24
25 26

FLOT Hedge Fund Activity: Q1 2024 in Review

604 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q1 2024, worth a combined $4.87B — down 5.6% from $5.16B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of FLOT and 53 opened new positions — a net loss of 13 holders — while 236 trimmed existing stakes and 228 added.

The largest buyer was Angeles Investment Advisors, adding an estimated $54.9M. The largest seller was Morgan Stanley, cutting an estimated $214M.

  • 604 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q1 2024, down from 628 in Q4 2023.
  • Funds reported $4.87B of iShares Floating Rate Bond ETF stock for Q1 2024, down 5.6% quarter-over-quarter.
  • 53 funds opened new iShares Floating Rate Bond ETF positions in Q1 2024 and 66 closed out, a net change of -13 holders.
  • The largest iShares Floating Rate Bond ETF buyer in Q1 2024 was Angeles Investment Advisors, an estimated $54.9M added.
  • The largest iShares Floating Rate Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $214M sold.

Based on aggregated 13F filings for Q1 2024.