FLOT icon

iShares Floating Rate Bond ETF
FLOT

Overview Fund Activity

663 hedge funds and large institutions have $6.28B invested in iShares Floating Rate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 241 increasing their positions, 247 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+22
Holders Change %
+3.43%
% of All Funds
11.21%
Holding in Top 10
72
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+33.33%
% of All Funds
1.22%
New
97
Increased
241
Reduced
247
Closed
66
Calls
$110K
Puts
–
Net Calls
+$110K
Net Calls Change
+$110K

Top Buyers

1
Franklin Resources
Franklin Resources
California
$164M
2
Jane Street
Jane Street
New York
$117M
3
Bank of America
Bank of America
North Carolina
$709M
4
Truist Financial
Truist Financial
North Carolina
$58.7M
5
NYLIM
New York Life Investment Management
New York
$39.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$74.1M
2
RIG
Ramiah Investment Group
Wisconsin
$6.15M
3
BlackRock
BlackRock
New York
$263M
4
AWMS
Advocacy Wealth Management Services
Georgia
$42.4M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAWCM
651
Mine & Arao Wealth Creation & Management
California
$6K – – –
CJL
652
Cyrus J. Lawrence
New York
$5K – – –
HI
653
Hudock Inc
Pennsylvania
$5K +$5K +117 New
IFO
654
Independent Family Office
New York
$4.75K -$1.86K -37,327 -28%
IAS
655
IMA Advisory Services
Colorado
$4K -$198 -4 -5%
TCOV
656
Trust Company of Vermont
Vermont
$4K +$4K +90 New
ZIG
657
Zullo Investment Group
Pennsylvania
$3K – – –
PO
658
Private Ocean
California
$2K – – –
CP
659
Castleview Partners
Texas
$1.67K -$26.8K -481 -94%
BWL
660
Bogart Wealth LLC
Virginia
$1K – – –
KFI
661
Key Financial Inc
Pennsylvania
$1K – – –
WIM
662
Westside Investment Management
California
$117 – – –
ED
663
Exane Derivatives
France
$50 – – –
PI
664
PFS Investments
Georgia
– -$13.4M -265,760 Closed
MW
665
Marks Wealth
Maryland
– -$13.1M -258,663 Closed
WWM
666
Windsor Wealth Management
Indiana
– -$9.61M -190,117 Closed
KWA
667
Kellett Wealth Advisors
Ohio
– -$8.86M -175,347 Closed
BOC
668
Bull Oak Capital
California
– -$5.39M -106,599 Closed
SEM
669
Strategic Equity Management
Arizona
– -$5.09M -100,816 Closed
WA
670
Wilshire Advisors
California
– -$4.59M -90,912 Closed
5L
671
55I LLC
Massachusetts
– -$3.66M -72,433 Closed
VFIC
672
Valley Forge Investment Consultants
Pennsylvania
– -$2.49M -49,339 Closed
FA
673
FDx Advisors
Illinois
– -$2.38M -47,132 Closed
RA
674
RiverTree Advisors
Florida
– -$1.94M -38,390 Closed
CCM
675
Crabel Capital Management
California
– -$1.86M -36,743 Closed
25 26
27
28 29