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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
KFI
601
Key Financial Inc
Pennsylvania
$970 – – –
IHWM
602
Iron Horse Wealth Management
Iowa
$246 – – –
BMC
603
Bear Mountain Capital
Washington
$204 – – –
AWM
604
Atticus Wealth Management
Florida
$58 -$611 -12 -92%
AP
605
Advisors Preferred
Maryland
– -$12M -236,701 Closed
Pictet Asset Management
606
Pictet Asset Management
Switzerland
– -$6.28M -124,020 Closed
OMC
607
Old Mission Capital
Illinois
– -$3.58M -70,760 Closed
LCWP
608
Legacy Capital Wealth Partners
Arkansas
– -$3.46M -68,420 Closed
BCM
609
BlueCrest Capital Management
Jersey
– -$3.43M -67,772 Closed
FAM
610
Forte Asset Management
New York
– -$2.41M -47,547 Closed
Toronto Dominion Bank
611
Toronto Dominion Bank
Ontario, Canada
– -$2.28M -45,000 Closed
PCA
612
Providence Capital Advisors
North Carolina
– -$1.98M -39,094 Closed
AI
613
Atria Investments
North Carolina
– -$1.81M -35,668 Closed
VWM
614
Vigilare Wealth Management
Arizona
– -$1.47M -29,067 Closed
ACM
615
AlphaStar Capital Management
North Carolina
– -$1.42M -28,101 Closed
AC
616
AlphaCore Capital
California
– -$1.4M -27,700 Closed
MCA
617
MSH Capital Advisors
Arizona
– -$1.04M -20,605 Closed
SP
618
Sarasin & Partners
United Kingdom
– -$1.01M -20,000 Closed
NA
619
Navellier & Associates
Nevada
– -$941K -18,594 Closed
TSS
620
Two Sigma Securities
New York
– -$886K -17,507 Closed
TB
621
Treynor Bancshares
Iowa
– -$808K -15,969 Closed
TCMP
622
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$685K -13,542 Closed
CWA
623
Capital Wealth Alliance
Arizona
– -$486K -9,609 Closed
EWM
624
Executive Wealth Management
Michigan
– -$483K -9,551 Closed
QWP
625
Quotient Wealth Partners
Texas
– -$473K -9,347 Closed
23 24
25
26 27

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.