FLOT icon

iShares Floating Rate Bond ETF

520 hedge funds and large institutions have $5.3B invested in iShares Floating Rate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 189 increasing their positions, 225 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
-27
Holders Change %
-4.94%
% of All Funds
11.31%
Holding in Top 10
50
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15.25%
% of All Funds
1.09%
New
41
Increased
189
Reduced
225
Closed
58
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SBWM
76
Sunflower Bank Wealth Management
Arizona
$10.9M +$95.8K +1,880 +0.9%
HH
77
Hilltop Holdings
Texas
$10.8M +$78.4K +1,539 +0.7%
CCFCSB
78
Cape Cod Five Cents Savings Bank
Massachusetts
$10.7M +$1.27M +25,020 +14%
TC
79
Trilogy Capital
California
$10.6M +$2.49M +49,034 +31%
RWM
80
Rezny Wealth Management
Florida
$10.4M +$1.85M +36,422 +22%
MIA
81
MainStreet Investment Advisors
Illinois
$10.1M -$131K -2,566 -1%
Millennium Management
82
Millennium Management
New York
$10M +$4.68M +91,832 +87%
Mirae Asset Global Investments
83
Mirae Asset Global Investments
South Korea
$9.95M +$2.04M +40,042 +26%
LWANC
84
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.87M -$168K -3,298 -2%
Kovitz Investment Group Partners
85
Kovitz Investment Group Partners
Illinois
$9.64M -$490K -9,616 -5%
WSTAM
86
Wilbanks Smith & Thomas Asset Management
Virginia
$9.6M -$4.37M -85,862 -31%
MPWT
87
MassMutual Private Wealth & Trust
Connecticut
$9.45M -$39.3K -771 -0.4%
PCP
88
Proficio Capital Partners
Massachusetts
$9.17M +$3.25M +63,756 +55%
BAAM
89
Baker Avenue Asset Management
California
$9.14M +$409K +8,022 +5%
PA
90
Probity Advisors
Texas
$9.12M +$81K +1,591 +0.9%
BOH
91
Bank of Hawaii
Hawaii
$8.94M +$1.01M +19,776 +13%
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$8.65M +$4.81M +94,485 +125%
CAGAS
93
Capital Advisory Group Advisory Services
Minnesota
$8.59M -$912K -17,888 -10%
SPL
94
Smart Portfolios LLC
Washington
$8.59M -$6.37M -125,041 -43%
RCA
95
Rowland Carmichael Advisors
Arizona
$8.58M -$127K -2,488 -1%
VC
96
Vicus Capital
Pennsylvania
$8.57M +$1.48M +29,040 +21%
PA
97
Pinnacle Associates
New York
$8.39M -$757K -14,870 -8%
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$8.28M -$3.14M -61,597 -27%
ASN
99
Advisory Services Network
Georgia
$8.27M -$605K -11,873 -7%
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
$8.02M +$1.66M +3,399 +26%