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iShares Floating Rate Bond ETF
FLOT

628 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 75 funds opening new positions, 195 increasing their positions, 279 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 53

3% more funds holding

Funds holding: 609 → 628 (+19)

2% more capital invested

Capital invested by funds: $5.05B → $5.16B (+$113M)

0.64% more ownership

Funds ownership: 68.39% → 69.03% (+0.64%)

20% less funds holding in top 10

Funds holding in top 10: 46 → 37 (-9)

30% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 279

Holders
628
Holders Change
+19
Holders Change %
+3.12%
% of All Funds
9.16%
Holding in Top 10
37
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-19.57%
% of All Funds
0.54%
New
75
Increased
195
Reduced
279
Closed
53
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$223M
2
Northern Trust
Northern Trust
Illinois
+$32.2M
3
Renaissance Technologies
Renaissance Technologies
New York
+$29.6M
4
AWM
Apollon Wealth Management
South Carolina
+$27.8M
5
AIA
Angeles Investment Advisors
California
+$20.9M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$82M
2
Bank of America
Bank of America
North Carolina
-$29.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$27M
4
BFG
Beacon Financial Group
Texas
-$26.6M
5
Osaic Holdings
Osaic Holdings
Arizona
-$23.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
626
Atticus Wealth Management
Florida
$643 -$28.6K -564 -98%
LC
627
Lindbrook Capital
California
$506 +$507 +10 New
IHWM
628
Iron Horse Wealth Management
Iowa
$241 – – –
BMC
629
Bear Mountain Capital
Washington
$203 +$203 +4 New
SPWM
630
Spartan Planning & Wealth Management
North Carolina
$152 -$2.62M -51,585 -100%
State Street
631
State Street
Massachusetts
– -$15M -294,598 Closed
SAM
632
Synergy Asset Management
Washington
– -$9.87M -193,945 Closed
OPAM
633
Ocean Park Asset Management
California
– -$4.77M -93,800 Closed
BPC
634
Banque Pictet & Cie
Switzerland
– -$4.3M -84,500 Closed
WMR
635
Wealth Management Resources
Rhode Island
– -$4.2M -82,482 Closed
SWM
636
Seed Wealth Management
Illinois
– -$2.96M -58,255 Closed
SAM
637
Securian Asset Management
Minnesota
– -$2.54M -50,000 Closed
FAP
638
Financial Advisory Partners
Florida
– -$2.39M -46,946 Closed
PG
639
Patten Group
Tennessee
– -$1.77M -34,683 Closed
AFA
640
American Financial Advisors
Georgia
– -$1.07M -21,018 Closed
Citadel Advisors
641
Citadel Advisors
Florida
– -$1.07M -20,970 Closed
SEI Investments
642
SEI Investments
Pennsylvania
– -$969K -19,036 Closed
Allspring Global Investments
643
Allspring Global Investments
North Carolina
– -$943K -18,522 Closed
IC
644
Innealta Capital
Texas
– -$896K -17,599 Closed
ECM
645
Evergreen Capital Management
Washington
– -$738K -14,500 Closed
ARC
646
Advisor Resource Council
Texas
– -$636K -12,496 Closed
WAS
647
Wealth Advisory Solutions
Indiana
– -$580K -11,402 Closed
CWP
648
Core Wealth Partners
California
– -$418K -8,221 Closed
CF
649
Cantor Fitzgerald
New York
– -$382K -7,503 Closed
MIG
650
McGuire Investment Group
Rhode Island
– -$356K -6,997 Closed
24 25
26
27 28

FLOT Hedge Fund Activity: Q4 2023 in Review

628 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q4 2023, worth a combined $5.16B — up 2.2% from $5.05B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new FLOT positions and 53 closed out — a net gain of 22 holders — while 195 added to existing stakes and 279 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $223M. The largest seller was Ameriprise, cutting an estimated $82M.

  • 628 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q4 2023, up from 609 in Q3 2023.
  • Funds reported $5.16B of iShares Floating Rate Bond ETF stock for Q4 2023, up 2.2% quarter-over-quarter.
  • 75 funds opened new iShares Floating Rate Bond ETF positions in Q4 2023 and 53 closed out, a net change of +22 holders.
  • The largest iShares Floating Rate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $223M added.
  • The largest iShares Floating Rate Bond ETF seller in Q4 2023 was Ameriprise, an estimated $82M sold.

Based on aggregated 13F filings for Q4 2023.