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 %
Jane Street
51
Jane Street
New York
$17.3M 341,885 +336,596 +6,364%
AWS
52
Atria Wealth Solutions
New York
$17.3M 341,727 -23,331 -6%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$17M 335,537 -7,217 -2%
Mariner
54
Mariner
Kansas
$16.7M 329,355 -7,596 -2%
GFG
55
Greystone Financial Group
Michigan
$16.5M 325,910 +23,833 +8%
AF
56
Allworth Financial
California
$16.3M 322,798 -26,572 -8%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$15.6M 307,795 -113,238 -27%
CA
58
Capital Advantage
California
$15.1M 299,245 +1,105 +0.4%
LWM
59
LJI Wealth Management
Indiana
$15M 295,497 +1,468 +0.5%
BFG
60
Beacon Financial Group
Texas
$13.8M 272,099 -525,588 -66%
PA
61
Probity Advisors
Texas
$13.3M 263,461 -20,245 -7%
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$12.8M 251,880 +96,787 +62%
US Bancorp
63
US Bancorp
Minnesota
$12.5M 246,065 -79,734 -24%
AP
64
Advisors Preferred
Maryland
$12M 236,701 -5,848 -2%
SFA
65
Semmax Financial Advisors
North Carolina
$11.9M 234,558 -29,838 -11%
RA
66
RFG Advisory
Alabama
$11.6M 230,132 +1,203 +0.5%
CRWM
67
Castle Rock Wealth Management
California
$11.2M 220,455 +30,630 +16%
OAM
68
Occidental Asset Management
California
$11.2M 220,447 -4,084 -2%
CTA
69
Colonial Trust Advisors
South Carolina
$11M 217,364 +6,034 +3%
AWMG
70
Alliance Wealth Management Group
New Jersey
$10.8M 214,200 +214,200 New
CC
71
Courier Capital
New York
$10.8M 214,150 +91,882 +75%
CSPIA
72
Cary Street Partners Investment Advisory
Virginia
$10.7M 211,701 -6,837 -3%
OIA
73
OneDigital Investment Advisors
Kansas
$10.4M 204,841 -231,739 -53%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$10.3M 203,519 +18,823 +10%
DPI
75
Diversified Portfolios Inc
Michigan
$10.1M 199,551 +89,698 +82%
1 2
3
4 5