iShares Floating Rate Bond ETF
FLOT
609 hedge funds and large institutions have $5.05B invested in iShares Floating Rate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 204 increasing their positions, 253 reducing their positions, and 53 closing their positions.
10% more funds holding in top 10
Funds holding in top 10: 42 → 46 (+4)
1% more ownership
Funds ownership: 67.39% → 68.39% (+1%)
9% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 53
3% more capital invested
Capital invested by funds: $4.88B → $5.05B (+$164M)
0% less funds holding
Funds holding: 611 → 609 (-2)
19% less repeat investments, than reductions
Existing positions increased: 204 | Existing positions reduced: 253
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$91.5M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$36.1M |
| 3 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
+$29.5M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$22.3M |
| 5 |
CCFCSB
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
+$21.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$38.5M |
| 2 |
BCM
BlueCrest Capital Management
St Helier,
Jersey
|
-$28.1M |
| 3 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$25.2M |
| 4 |
DC
Davenport & Co
Richmond,
Virginia
|
-$19.7M |
| 5 |
Morgan Stanley
New York
|
-$17.5M |
FLOT Hedge Fund Activity: Q3 2023 in Review
609 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q3 2023, worth a combined $5.05B — up 3.4% from $4.88B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new FLOT positions and 53 closed out — a net gain of 5 holders — while 204 added to existing stakes and 253 trimmed.
The largest buyer was Ameriprise, adding an estimated $91.5M. The largest seller was Bank of America, cutting an estimated $38.5M.
- 609 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q3 2023, down from 611 in Q2 2023.
- Funds reported $5.05B of iShares Floating Rate Bond ETF stock for Q3 2023, up 3.4% quarter-over-quarter.
- 58 funds opened new iShares Floating Rate Bond ETF positions in Q3 2023 and 53 closed out, a net change of +5 holders.
- The largest iShares Floating Rate Bond ETF buyer in Q3 2023 was Ameriprise, an estimated $91.5M added.
- The largest iShares Floating Rate Bond ETF seller in Q3 2023 was Bank of America, an estimated $38.5M sold.
Based on aggregated 13F filings for Q3 2023.