We are live on ! Find out more
FLOT icon

iShares Floating Rate Bond ETF

392 hedge funds and large institutions have $3.57B invested in iShares Floating Rate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 148 increasing their positions, 103 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 28

44% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 103

17% more funds holding

Funds holding: 334392 (+58)

17% more funds holding in top 10

Funds holding in top 10: 3035 (+5)

10% more capital invested

Capital invested by funds: $3.23B → $3.57B (+$337M)

3.77% more ownership

Funds ownership: 49.71%53.48% (+3.8%)

Holders
392
Holders Change
+58
Holders Change %
+17.37%
% of All Funds
8.89%
Holding in Top 10
35
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.67%
% of All Funds
0.79%
New
87
Increased
148
Reduced
103
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GJIC
101
Gamble Jones Investment Counsel
California
$5M +$504K +9,901 +11%
FC
102
FCA Corp
Texas
$5M -$24.9K -489 -0.5%
NPP
103
New Potomac Partners
Maryland
$4.53M +$4.54M +89,130 New
LPT
104
Legacy Private Trust
Wisconsin
$4.5M -$4.49M -88,253 -50%
SI
105
SII Investments
Wisconsin
$4.45M +$341K +6,695 +8%
SB
106
Suntrust Banks
Georgia
$4.25M +$582K +11,441 +16%
Commonwealth Equity Services
107
Commonwealth Equity Services
Massachusetts
$4.22M -$58.3K -1,145 -1%
IAA
108
Ironsides Asset Advisors
North Carolina
$4.12M -$148K -2,900 -3%
BAAM
109
Baker Avenue Asset Management
California
$4.11M -$106K -2,078 -3%
IFS
110
Ifrah Financial Services
Arkansas
$4.06M +$50.6K +994 +1%
AIM
111
Astor Investment Management
Illinois
$4.04M -$2.39M -46,861 -37%
RFC
112
Regions Financial Corp
Alabama
$3.93M +$41.9K +824 +1%
FAAS
113
First Allied Advisory Services
California
$3.92M +$541K +10,624 +16%
CT
114
CPF Texas
Texas
$3.86M +$3.87M +75,984 New
Citigroup
115
Citigroup
New York
$3.83M +$365K +7,173 +11%
SC
116
Scotia Capital
Ontario, Canada
$3.76M -$23.9K -470 -0.6%
Millennium Management
117
Millennium Management
New York
$3.73M -$147K -2,894 -4%
Axa
118
Axa
France
$3.69M +$178K +3,500 +5%
RIA
119
Regal Investment Advisors
Michigan
$3.54M +$114K +2,240 +3%
AI
120
Atria Investments
North Carolina
$3.48M -$81.3K -1,598 -2%
WA
121
WestEnd Advisors
North Carolina
$3.45M +$548K +10,763 +19%
APA
122
American Portfolios Advisors
New York
$3.37M +$3.37M +66,297 New
PCA
123
Peddock Capital Advisors
Massachusetts
$3.36M +$12.4K +243 +0.4%
TCM
124
Towercrest Capital Management
Pennsylvania
$3.34M -$556K -10,925 -14%
BRF
125
B. Riley Financial
California
$3.24M +$100K +1,971 +3%

FLOT Hedge Fund Activity: Q4 2017 in Review

392 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q4 2017, worth a combined $3.57B — up 10% from $3.23B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new FLOT positions and 28 closed out — a net gain of 59 holders — while 148 added to existing stakes and 103 trimmed.

The largest buyer was Ameriprise, adding an estimated $76.5M. The largest seller was Fidelity Investments, cutting an estimated $55.9M.

  • 392 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q4 2017, up from 334 in Q3 2017.
  • Funds reported $3.57B of iShares Floating Rate Bond ETF stock for Q4 2017, up 10% quarter-over-quarter.
  • 87 funds opened new iShares Floating Rate Bond ETF positions in Q4 2017 and 28 closed out, a net change of +59 holders.
  • The largest iShares Floating Rate Bond ETF buyer in Q4 2017 was Ameriprise, an estimated $76.5M added.
  • The largest iShares Floating Rate Bond ETF seller in Q4 2017 was Fidelity Investments, an estimated $55.9M sold.

Based on aggregated 13F filings for Q4 2017.