We are live on ! Find out more
FLOT icon

iShares Floating Rate Bond ETF

604 hedge funds and large institutions have $4.8B invested in iShares Floating Rate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 208 increasing their positions, 254 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $5B → $4.8B (-$206M)

2.14% less ownership

Funds ownership: 66.72%64.58% (-2.1%)

3% less funds holding

Funds holding: 623604 (-19)

18% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 254

23% less funds holding in top 10

Funds holding in top 10: 3930 (-9)

27% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 63

Holders
604
Holders Change
-19
Holders Change %
-3.05%
% of All Funds
8.67%
Holding in Top 10
30
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-23.08%
% of All Funds
0.43%
New
46
Increased
208
Reduced
254
Closed
63
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
76
Probity Advisors
Texas
$9.84M -$1.29M -25,356 -12%
CC
77
Courier Capital
New York
$9.7M -$176K -3,461 -2%
CCP
78
Carmel Capital Partners
California
$9.64M +$1.14M +22,477 +14%
CW
79
CreativeOne Wealth
Kansas
$9.63M +$2M +39,178 +26%
CRWM
80
Castle Rock Wealth Management
California
$9.07M +$712K +13,975 +9%
UCFA
81
United Capital Financial Advisors
Texas
$9.04M -$750K -14,723 -8%
Jane Street
82
Jane Street
New York
$8.72M +$7.28M +142,943 +512%
AWM
83
Avior Wealth Management
Nebraska
$8.62M -$119K -2,340 -1%
WCM
84
Windsor Capital Management
Arizona
$8.61M +$206K +4,039 +2%
WMG
85
WESCAP Management Group
California
$8.6M -$208K -4,080 -2%
Citigroup
86
Citigroup
New York
$8.39M +$15.7K +308 +0.2%
JIR
87
James Investment Research
Ohio
$7.97M -$429K -8,414 -5%
PCMM
88
Piedmont Capital Management (Montana)
Montana
$7.83M +$378K +7,429 +5%
SPP
89
Single Point Partners
Massachusetts
$7.6M +$516K +10,126 +7%
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$7.57M -$1.78M -34,942 -19%
HVIA
91
Hudson Valley Investment Advisors
New York
$7.33M +$203K +3,979 +3%
PFWA
92
Paces Ferry Wealth Advisors
Georgia
$7.33M +$421K +8,255 +6%
HFS
93
Hoge Financial Services
Pennsylvania
$7.27M +$95.9K +1,883 +1%
GWM
94
GSB Wealth Management
Connecticut
$7.26M -$530K -10,398 -7%
RWP
95
RWA Wealth Partners
Massachusetts
$7.23M -$1.74M -34,066 -19%
PGFC
96
Peapack-Gladstone Financial Corp
New Jersey
$7.22M -$413K -8,115 -5%
RSS
97
Rosenblum Silverman Sutton
California
$7M -$693K -13,610 -9%
Natixis Advisors
98
Natixis Advisors
Massachusetts
$6.97M +$316K +6,194 +5%
OC
99
Oppenheimer & Co
New York
$6.97M +$284K +5,577 +4%
OPPS
100
Obsidian Personal Planning Solutions
Maryland
$6.95M +$761K +14,937 +12%

FLOT Hedge Fund Activity: Q3 2024 in Review

604 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q3 2024, worth a combined $4.8B — down 4.1% from $5B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of FLOT and 46 opened new positions — a net loss of 17 holders — while 254 trimmed existing stakes and 208 added.

The largest buyer was 1832 Asset Management, adding an estimated $88.5M. The largest seller was Crane Advisory, exiting entirely with an estimated $50M sold.

  • 604 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q3 2024, down from 623 in Q2 2024.
  • Funds reported $4.8B of iShares Floating Rate Bond ETF stock for Q3 2024, down 4.1% quarter-over-quarter.
  • 46 funds opened new iShares Floating Rate Bond ETF positions in Q3 2024 and 63 closed out, a net change of -17 holders.
  • The largest iShares Floating Rate Bond ETF buyer in Q3 2024 was 1832 Asset Management, an estimated $88.5M added.
  • The largest iShares Floating Rate Bond ETF seller in Q3 2024 was Crane Advisory, an estimated $50M sold.

Based on aggregated 13F filings for Q3 2024.