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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
AWS
51
Atria Wealth Solutions
New York
$17.6M +$138K +2,721 +0.8%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$17.4M +$314K +6,168 +2%
RJA
53
Raymond James & Associates
Florida
$16.3M -$2.85M -55,963 -15%
LWM
54
LJI Wealth Management
Indiana
$15.8M +$744K +14,628 +5%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$15.8M +$117K +2,294 +0.7%
Mariner
56
Mariner
Kansas
$15.7M -$1.09M -21,444 -7%
TAM
57
TCP Asset Management
Ohio
$14.6M +$13.4M +262,911 +1,186%
PA
58
Probity Advisors
Texas
$12.9M -$539K -10,604 -4%
BFG
59
Beacon Financial Group
Texas
$12.8M -$1.05M -20,552 -8%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$12.6M -$225K -4,432 -2%
Betterment LLC
61
Betterment LLC
New York
$12.2M +$3.52M +69,157 +41%
SFA
62
Semmax Financial Advisors
North Carolina
$12.1M +$157K +3,095 +1%
US Bancorp
63
US Bancorp
Minnesota
$12.1M -$455K -8,950 -4%
HighTower Advisors
64
HighTower Advisors
Illinois
$11.9M -$17.1M -337,047 -59%
OIA
65
OneDigital Investment Advisors
Kansas
$11.8M +$1.34M +26,273 +13%
AWMG
66
Alliance Wealth Management Group
New Jersey
$11.8M +$851K +16,734 +8%
OAM
67
Occidental Asset Management
California
$11.8M +$523K +10,281 +5%
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$11.8M +$6.74M +132,561 +136%
CTA
69
Colonial Trust Advisors
South Carolina
$10.9M -$198K -3,901 -2%
CC
70
Courier Capital
New York
$10.5M -$438K -8,605 -4%
CA
71
Cetera Advisors
Colorado
$10.4M +$1.69M +33,243 +19%
IFS
72
Ifrah Financial Services
Arkansas
$10.3M +$409K +8,034 +4%
CSPIA
73
Cary Street Partners Investment Advisory
Virginia
$10.2M -$577K -11,349 -5%
CWA
74
Cascade Wealth Advisors
Washington
$10.2M +$10.2M +200,082 New
RA
75
RFG Advisory
Alabama
$10.1M -$1.6M -31,369 -14%
1 2
3
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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.