iShares Floating Rate Bond ETF
FLOT
325 hedge funds and large institutions have $2.85B invested in iShares Floating Rate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 138 increasing their positions, 87 reducing their positions, and 20 closing their positions.
130% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 20
59% more repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 87
17% more funds holding in top 10
Funds holding in top 10: 23 → 27 (+4)
8% more capital invested
Capital invested by funds: $2.63B → $2.85B (+$214M)
6% more funds holding
Funds holding: 308 → 325 (+17)
0.32% less ownership
Funds ownership: 49.41% → 49.09% (-0.32%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Alesco Advisors
Pittsford,
New York
|
+$54.7M |
| 2 |
PP
Prudential plc
London, England,
United Kingdom
|
+$50.3M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$32.9M |
| 4 |
AssetMark Inc
Concord,
California
|
+$25.1M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$21.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$28.9M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$20.8M |
| 3 |
BlackRock
New York
|
-$19.6M |
| 4 |
SAS
Sage Advisory Services
Austin,
Texas
|
-$11.9M |
| 5 |
CAM
Caprin Asset Management
Henrico,
Virginia
|
-$11.8M |
FLOT Hedge Fund Activity: Q2 2017 in Review
325 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q2 2017, worth a combined $2.85B — up 8.1% from $2.63B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new FLOT positions and 20 closed out — a net gain of 26 holders — while 138 added to existing stakes and 87 trimmed.
The largest buyer was Alesco Advisors, adding an estimated $54.7M. The largest seller was Wells Fargo, cutting an estimated $28.9M.
- 325 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q2 2017, up from 308 in Q1 2017.
- Funds reported $2.85B of iShares Floating Rate Bond ETF stock for Q2 2017, up 8.1% quarter-over-quarter.
- 46 funds opened new iShares Floating Rate Bond ETF positions in Q2 2017 and 20 closed out, a net change of +26 holders.
- The largest iShares Floating Rate Bond ETF buyer in Q2 2017 was Alesco Advisors, an estimated $54.7M added.
- The largest iShares Floating Rate Bond ETF seller in Q2 2017 was Wells Fargo, an estimated $28.9M sold.
Based on aggregated 13F filings for Q2 2017.