FLOT icon

iShares Floating Rate Bond ETF
FLOT

Overview Fund Activity

641 hedge funds and large institutions have $6.06B invested in iShares Floating Rate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 277 increasing their positions, 163 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
641
Holders Change
+59
Holders Change %
+10.14%
% of All Funds
10.14%
Holding in Top 10
54
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+63.64%
% of All Funds
0.85%
New
117
Increased
277
Reduced
163
Closed
49
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Allworth Financial
California
$412M
2
Bank of America
2
Bank of America
North Carolina
$650M
3
Morgan Stanley
3
Morgan Stanley
New York
$317M
4
GT
4
Glenview Trust
Kentucky
$133M
5
UBS Group
5
UBS Group
Switzerland
$220M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$59K
2
BBVA
2
Banco Bilbao Vizcaya Argentaria
Spain
$32.7M
3
AWMS
3
Advocacy Wealth Management Services
Georgia
$87.2M
4
CFIA
4
Cantor Fitzgerald Investment Advisors
New York
$11M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFS
101
Ifrah Financial Services
Arkansas
$8.21M +$66.5K +1,317 +0.8%
PCM
102
Piedmont Capital Management
Montana
$8.17M +$2.1M +41,587 +35%
MIG
103
McGuire Investment Group
Rhode Island
$7.72M +$3.18M +62,982 +70%
Natixis Advisors
104
Natixis Advisors
Massachusetts
$7.57M +$2.44M +48,253 +48%
BFO
105
Boston Family Office
Massachusetts
$7.54M -$392K -7,757 -5%
IIA
106
IPG Investment Advisors
California
$7.33M +$4.34M +85,808 +145%
AWM
107
Axxcess Wealth Management
California
$7.02M -$159K -3,143 -2%
PA
108
Perennial Advisors
New York
$6.98M +$169K +3,343 +2%
LG
109
LaFleur & Godfrey
Michigan
$6.89M +$434K +8,600 +7%
AI
110
Atria Investments
North Carolina
$6.83M +$644K +12,739 +10%
LG
111
Leuthold Group
Minnesota
$6.83M -$2.54M -50,259 -27%
IFO
112
Independent Family Office
New York
$6.69M -$282K -5,576 -4%
VRM
113
Vectors Research Management
New York
$6.61M -$3.53M -69,837 -35%
PPWM
114
PFG Private Wealth Management
Florida
$6.6M -$4.21M -83,255 -39%
AFWM
115
AMJ Financial Wealth Management
Virginia
$6.58M -$8.5M -168,154 -56%
SA
116
SWM Advisors
Florida
$6.55M +$6.55M +129,683 New
Cetera Investment Advisers
117
Cetera Investment Advisers
Illinois
$6.54M +$2.38M +47,026 +57%
HC
118
HNP Capital
New York
$6.46M -$3.65M -72,219 -36%
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$6.41M +$5.06M +100,067 +372%
UCFA
120
United Capital Financial Advisors
Texas
$6.36M +$1.92M +38,014 +43%
PFA
121
Pinnacle Family Advisors
Missouri
$6.28M +$6.28M +124,281 New
SC
122
Sierra Capital
Florida
$6.2M +$1.26M +25,021 +26%
PWAG
123
Polaris Wealth Advisory Group
California
$6.19M +$6.19M +122,490 New
BEC
124
Blue Edge Capital
Virginia
$6.19M +$6.19M +122,442 New
GC
125
Guggenheim Capital
Illinois
$6.18M -$677K -13,410 -10%
3 4
5
6 7