iShares Floating Rate Bond ETF
FLOT
173 hedge funds and large institutions have $2.29B invested in iShares Floating Rate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 64 increasing their positions, 50 reducing their positions, and 10 closing their positions.
380% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 10
32% more funds holding in top 10
Funds holding in top 10: 19 → 25 (+6)
28% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 50
26% more funds holding
Funds holding: 137 → 173 (+36)
5.36% more ownership
Funds ownership: 59.73% → 65.1% (+5.4%)
28% less capital invested
Capital invested by funds: $3.18B → $2.29B (-$887M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$65.1M |
| 2 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
+$62M |
| 3 |
AA
Alesco Advisors
Pittsford,
New York
|
+$42.4M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$32M |
| 5 |
CAM
Capstone Asset Management
Houston,
Texas
|
+$29.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$56.4M |
| 2 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$35.4M |
| 3 |
NA
Navellier & Associates
Reno,
Nevada
|
-$33.2M |
| 4 |
AssetMark Inc
Concord,
California
|
-$8.82M |
| 5 |
AC
AFAM Capital
Austin,
Texas
|
-$7.49M |
FLOT Hedge Fund Activity: Q4 2013 in Review
173 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q4 2013, worth a combined $2.29B — down 28% from $3.18B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new FLOT positions and 10 closed out — a net gain of 38 holders — while 64 added to existing stakes and 50 trimmed.
The largest buyer was Bank of America, adding an estimated $65.1M. The largest seller was Ameriprise, cutting an estimated $56.4M.
- 173 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q4 2013, up from 137 in Q3 2013.
- Funds reported $2.29B of iShares Floating Rate Bond ETF stock for Q4 2013, down 28% quarter-over-quarter.
- 48 funds opened new iShares Floating Rate Bond ETF positions in Q4 2013 and 10 closed out, a net change of +38 holders.
- The largest iShares Floating Rate Bond ETF buyer in Q4 2013 was Bank of America, an estimated $65.1M added.
- The largest iShares Floating Rate Bond ETF seller in Q4 2013 was Ameriprise, an estimated $56.4M sold.
Based on aggregated 13F filings for Q4 2013.