FLOT icon

iShares Floating Rate Bond ETF
FLOT

Overview Fund Activity

506 hedge funds and large institutions have $6.08B invested in iShares Floating Rate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 239 increasing their positions, 146 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+33
Holders Change %
+6.98%
% of All Funds
11.59%
Holding in Top 10
64
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.47%
% of All Funds
1.47%
New
63
Increased
239
Reduced
146
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$411M
2
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$82M
3
AMH
3
Apollo Management Holdings
New York
$74M
4
Bank of America
4
Bank of America
North Carolina
$1.02B
5
UCFA
5
United Capital Financial Advisors
Texas
$58.8M

Top Sellers

1
BS
1
Banco Santander
Spain
$17.2M
2
AA
2
Alesco Advisors
New York
$50.2M
3
SR
3
Swiss Re
Switzerland
$0
4
CS
4
Credit Suisse
Switzerland
$0
5
GLA
5
Great Lakes Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
76
Advisors Capital Management
New Jersey
$14.3M +$841K +16,475 +6%
PA
77
Pinnacle Associates
New York
$13.2M -$32.7K -640 -0.2%
PAG
78
Private Advisor Group
New Jersey
$13.1M +$4.71M +92,396 +56%
HH
79
Hilltop Holdings
Texas
$12.9M +$279K +5,460 +2%
JCP
80
Jabre Capital Partners
Switzerland
$12.8M +$12.8M +250,000 New
MML Investors Services
81
MML Investors Services
Massachusetts
$12.7M +$3.92M +76,821 +45%
IAA
82
Ironsides Asset Advisors
North Carolina
$12.6M -$5.1K -100 -0%
IA
83
IFP Advisors
Florida
$12.5M +$2.07M +40,649 +20%
SGAM
84
Steinberg Global Asset Management
Florida
$12.4M -$224K -4,390 -2%
SCI
85
Stableford Capital II
Arizona
$12.2M -$9.42M -184,583 -44%
WA
86
WestEnd Advisors
North Carolina
$12.2M +$1.17M +23,000 +11%
MA
87
Mutual Advisors
Nebraska
$12M +$10.4M +203,253 +646%
MIG
88
McGuire Investment Group
Rhode Island
$11.4M +$11.4M +223,950 New
LNC
89
Lincoln National Corp
Pennsylvania
$11.4M +$397K +7,783 +4%
BCWM
90
Bartlett & Co Wealth Management
Ohio
$11.4M +$3.38M +66,201 +42%
BC
91
Bartlett & Co
Ohio
$11.4M +$3.38M +66,201 +42%
CAGAS
92
Capital Advisory Group Advisory Services
Minnesota
$11.3M -$7.38M -144,638 -40%
CCWA
93
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$11M -$2.93M -57,340 -21%
PCP
94
Proficio Capital Partners
Massachusetts
$10.9M +$10.6M +206,895 +2,945%
FCIM
95
Fairview Capital Investment Management
California
$10.9M +$1.38M +27,125 +15%
ERIM
96
Eagle Ridge Investment Management
Connecticut
$10.7M +$1.22M +23,830 +13%
SBWM
97
Sunflower Bank Wealth Management
Arizona
$10.7M -$831K -16,295 -7%
SFM
98
Signet Financial Management
New Jersey
$10.6M +$2.6M +50,941 +33%
WF
99
WealthTrust Fairport
Ohio
$10.4M +$639K +12,522 +7%
AFNAS
100
American Financial Network Advisory Services
California
$10.3M +$10.2M +200,837 +38,109%
2 3
4
5 6