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iShares Floating Rate Bond ETF
FLOT

623 hedge funds and large institutions have $5B invested in iShares Floating Rate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 259 increasing their positions, 207 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 39

25% more repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 207

11% more funds holding in top 10

Funds holding in top 10: 35 → 39 (+4)

3% more funds holding

Funds holding: 604 → 623 (+19)

3% more capital invested

Capital invested by funds: $4.87B → $5B (+$127M)

0.15% less ownership

Funds ownership: 66.87% → 66.72% (-0.15%)

Holders
623
Holders Change
+19
Holders Change %
+3.15%
% of All Funds
9%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.56%
New
65
Increased
259
Reduced
207
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$52.4M
2
CA
Crane Advisory
California
+$49.9M
3
Bank of America
Bank of America
North Carolina
+$33.4M
4
Morgan Stanley
Morgan Stanley
New York
+$19.9M
5
TPWA
TRUE Private Wealth Advisors
Oregon
+$16.5M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$43.1M
2
BlackRock
BlackRock
New York
-$41.1M
3
AWMS
Advocacy Wealth Management Services
Georgia
-$39.6M
4
AIA
Angeles Investment Advisors
California
-$33.1M
5
IWC
Integrated Wealth Concepts
Massachusetts
-$21.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
101
Sierra Capital
Florida
$7.51M +$578K +11,336 +8%
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$7.49M +$897K +17,592 +14%
PCMM
103
Piedmont Capital Management (Montana)
Montana
$7.44M – – –
PA
104
Perennial Advisors
New York
$7.39M +$4.38K +86 +0.1%
EH
105
Equitable Holdings
New York
$7.34M +$1.05M +20,548 +17%
HFS
106
Hoge Financial Services
Pennsylvania
$7.18M +$245K +4,804 +4%
SPP
107
Single Point Partners
Massachusetts
$7.09M +$145K +2,838 +2%
HVIA
108
Hudson Valley Investment Advisors
New York
$7.08M +$206K +4,031 +3%
GFG
109
Greystone Financial Group
Michigan
$6.95M +$6.65M +130,342 +2,294%
PFWA
110
Paces Ferry Wealth Advisors
Georgia
$6.92M +$484K +9,484 +8%
MA
111
Mutual Advisors
Nebraska
$6.7M +$6.31M +123,833 +1,693%
OC
112
Oppenheimer & Co
New York
$6.7M -$129K -2,536 -2%
Natixis Advisors
113
Natixis Advisors
Massachusetts
$6.67M -$182K -3,563 -3%
Thrivent Financial for Lutherans
114
Thrivent Financial for Lutherans
Minnesota
$6.53M -$535K -10,485 -8%
WC
115
Waterloo Capital
Texas
$6.48M +$3.26M +64,032 +102%
CCG
116
Chatham Capital Group
Georgia
$6.39M +$375K +7,347 +6%
PAG
117
Private Advisor Group
New Jersey
$6.37M +$424K +8,312 +7%
BCA
118
Bay Colony Advisors
Massachusetts
$6.35M +$2.15M +42,094 +51%
SPIA
119
Steward Partners Investment Advisory
New York
$6.28M +$227K +4,462 +4%
CTA
120
Chesley Taft & Associates
Illinois
$6.25M +$433K +8,500 +7%
OPPS
121
Obsidian Personal Planning Solutions
Maryland
$6.19M +$353K +6,918 +6%
SWP
122
Stratos Wealth Partners
Ohio
$6.09M +$251K +4,925 +4%
CIBC Private Wealth Group
123
CIBC Private Wealth Group
Georgia
$6.04M +$162K +3,170 +3%
KNW
124
Kesler Norman & Wride
Utah
$6.02M +$614K +12,038 +11%
TC
125
Toews Corporation
New Jersey
$5.99M -$493K -9,663 -8%
3 4
5
6 7

FLOT Hedge Fund Activity: Q2 2024 in Review

623 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q2 2024, worth a combined $5B — up 2.6% from $4.87B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new FLOT positions and 39 closed out — a net gain of 26 holders — while 259 added to existing stakes and 207 trimmed.

The largest buyer was Northern Trust, adding an estimated $52.4M. The largest seller was Jane Street, cutting an estimated $43.1M.

  • 623 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q2 2024, up from 604 in Q1 2024.
  • Funds reported $5B of iShares Floating Rate Bond ETF stock for Q2 2024, up 2.6% quarter-over-quarter.
  • 65 funds opened new iShares Floating Rate Bond ETF positions in Q2 2024 and 39 closed out, a net change of +26 holders.
  • The largest iShares Floating Rate Bond ETF buyer in Q2 2024 was Northern Trust, an estimated $52.4M added.
  • The largest iShares Floating Rate Bond ETF seller in Q2 2024 was Jane Street, an estimated $43.1M sold.

Based on aggregated 13F filings for Q2 2024.