FLOT icon

iShares Floating Rate Bond ETF
FLOT

Overview Fund Activity

624 hedge funds and large institutions have $5.16B invested in iShares Floating Rate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 195 increasing their positions, 277 reducing their positions, and 53 closing their positions.

Holders
624
Holders Change
+18
Holders Change %
+2.97%
% of All Funds
9.15%
Holding in Top 10
37
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-19.57%
% of All Funds
0.54%
New
74
Increased
195
Reduced
277
Closed
53
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$427M
2
Northern Trust
2
Northern Trust
Illinois
$218M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$76.6M
4
AWM
4
Apollon Wealth Management
South Carolina
$28.7M
5
AIA
5
Angeles Investment Advisors
California
$20.9M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$68M
2
Bank of America
2
Bank of America
North Carolina
$388M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$107M
4
BFG
4
Beacon Financial Group
Texas
$13.8M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$48M
Name Market Value Shares Shares
Change 		Shares
Change %
MAWCM
601
Mine & Arao Wealth Creation & Management
California
$6.28K 124 +2 +2%
HWA
602
HHM Wealth Advisors
Tennessee
$6.08K 120 – –
HBW
603
Hazlett, Burt & Watson
West Virginia
$6K 127 – –
RFS
604
Richardson Financial Services
Massachusetts
$5.62K 111 +111 New
CPG
605
Cornerstone Planning Group
New Jersey
$5.42K 107 -156 -59%
NEAM
606
New England Asset Management
Connecticut
$5.06K 100 – –
PCWA
607
Pacific Capital Wealth Advisors
California
$5.06K 100 +100 New
SS
608
Sunbelt Securities
Texas
$4.96K 98 – –
PWM
609
Provident Wealth Management
Tennessee
$4.81K 95 -352 -79%
AFG
610
Albion Financial Group
Utah
$4.35K 86 +86 New
PWA
611
Provenance Wealth Advisors
Florida
$4K 79 – –
QPBE
612
Quintet Private Bank (Europe)
Luxembourg
$3.14K 62 – –
AWM
613
Avior Wealth Management
Nebraska
$2.58K 51 – –
IPW
614
Impact Partnership Wealth
Georgia
$2.53K 50 – –
CIM
615
Contravisory Investment Management
Massachusetts
$1.27K 25 – –
CAM
616
Creekmur Asset Management
Illinois
$1.27K 25 +25 New
ACA
617
Aptus Capital Advisors
Alabama
$1.16K 23 +23 New
CP
618
Castleview Partners
Texas
$1.01K 20 – –
BTI
619
Blue Trust Inc
Georgia
$1K 10 – –
KFI
620
Key Financial Inc
Pennsylvania
$962 19 – –
RBA
621
Richard Bernstein Advisors
New York
$911 18 +18 New
AWM
622
Atticus Wealth Management
Florida
$643 13 -564 -98%
LC
623
Lindbrook Capital
California
$506 10 +10 New
IHWM
624
Iron Horse Wealth Management
Iowa
$241 5 – –
BMC
625
Bear Mountain Capital
Washington
$203 4 +4 New
23 24
25
26 27