FLOT icon

iShares Floating Rate Bond ETF

634 hedge funds and large institutions have $5.54B invested in iShares Floating Rate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 183 increasing their positions, 289 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
-45
Holders Change %
-6.63%
% of All Funds
10.15%
Holding in Top 10
45
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-29.69%
% of All Funds
0.72%
New
76
Increased
183
Reduced
289
Closed
103
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Renaissance Technologies
76
Renaissance Technologies
New York
$9.19M -$20M -396,600 -69%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$8.94M -$646K -12,812 -7%
SSWG
78
Seven Springs Wealth Group
Tennessee
$8.52M +$219K +4,356 +3%
WCM
79
Windsor Capital Management
Arizona
$8.45M -$75K -1,488 -0.9%
IC
80
Innealta Capital
Texas
$8.27M -$5.25M -104,281 -39%
WMG
81
WESCAP Management Group
California
$8.15M +$589K +11,697 +8%
TC
82
TAP Consulting
Missouri
$8.06M +$33.5K +664 +0.4%
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$8.05M -$1.38M -27,388 -15%
Citigroup
84
Citigroup
New York
$8.02M -$2.52M -50,104 -24%
AWM
85
AE Wealth Management
Kansas
$8M -$11.3M -224,567 -59%
MAG
86
MRA Advisory Group
New Jersey
$7.99M +$1.82M +36,133 +30%
MA
87
Mutual Advisors
Nebraska
$7.91M +$982K +19,485 +14%
GRP
88
Global Retirement Partners
California
$7.87M +$3.37M +66,777 +75%
RC
89
Roundview Capital
New Jersey
$7.81M +$1.71M +33,987 +28%
PCM
90
Piedmont Capital Management
Montana
$7.74M -$34K -675 -0.4%
MC
91
McMorgan & Co
California
$7.74M -$5.75M -114,190 -43%
TA
92
TKG Advisors
Indiana
$7.57M +$7.57M +150,227 New
Betterment LLC
93
Betterment LLC
New York
$7.5M -$961K -19,075 -11%
RWM
94
Rezny Wealth Management
Florida
$7.45M -$4.94M -98,058 -40%
Natixis Advisors
95
Natixis Advisors
Massachusetts
$7.42M +$17.3K +344 +0.2%
WMR
96
Wealth Management Resources
Rhode Island
$7.38M +$83.1K +1,649 +1%
HVIA
97
Hudson Valley Investment Advisors
New York
$7.37M +$312K +6,183 +4%
PA
98
Perennial Advisors
New York
$7.32M -$179K -3,544 -2%
ASN
99
Advisory Services Network
Georgia
$7.26M -$989K -19,635 -12%
CFG
100
CNO Financial Group
Indiana
$7.16M -$29.5M -585,000 -80%