FLOT icon

iShares Floating Rate Bond ETF
FLOT

Overview Fund Activity

230 hedge funds and large institutions have $1.88B invested in iShares Floating Rate Bond ETF in 2016 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 107 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+4
Holders Change %
+1.77%
% of All Funds
6.15%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.53%
New
24
Increased
70
Reduced
107
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$24.1M
2
DCM
2
DeGreen Capital Management
Arizona
$10.9M
3
BA
3
BlackRock Advisors
Delaware
$49.3M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.6M
5
AA
5
Alesco Advisors
New York
$57.1M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$201M
2
AssetMark Inc
2
AssetMark Inc
California
$36.2M
3
WCM
3
Windham Capital Management
Massachusetts
$47.3M
4
SMA
4
Simply Money Advisors
Ohio
$2K
5
LPL Financial
5
LPL Financial
California
$16.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
126
AFAM Capital
Texas
$713K -$1.06M -20,916 -60%
PCA
127
Peddock Capital Advisors
Massachusetts
$683K +$36K +711 +6%
OC
128
Oppenheimer & Co
New York
$683K +$181K +3,570 +36%
BTNA
129
Bremer Trust National Association
Minnesota
$676K – – –
SCA
130
Snowden Capital Advisors
New York
$666K -$928K -18,331 -58%
ACM
131
Alethea Capital Management
Washington
$658K – – –
ATC
132
Argent Trust Co
Tennessee
$652K – – –
FUBT
133
First United Bank & Trust
Maryland
$635K -$26.4K -522 -4%
FA
134
FDx Advisors
Illinois
$634K -$1.04M -20,485 -62%
MC
135
Mathes Company
New York
$607K – – –
Citadel Advisors
136
Citadel Advisors
Florida
$593K -$10.4M -206,120 -95%
KC
137
Kingfisher Capital
North Carolina
$587K -$9.31K -184 -2%
SEI Investments
138
SEI Investments
Pennsylvania
$578K -$233K -4,602 -29%
KeyBank National Association
139
KeyBank National Association
Ohio
$564K -$55.7K -1,100 -9%
IAA
140
Ironsides Asset Advisors
North Carolina
$548K -$687K -13,557 -56%
IFA
141
Interactive Financial Advisors
Illinois
$504K -$19.8K -391 -4%
VC
142
Vicus Capital
Pennsylvania
$499K +$117K +2,308 +31%
LTI
143
Laffer Tengler Investments
Tennessee
$483K -$13.3K -262 -3%
PA
144
Pinnacle Associates
New York
$478K -$103K -2,040 -18%
Neuberger Berman Group
145
Neuberger Berman Group
New York
$478K +$478K +9,449 New
NPC
146
National Planning Corporation
California
$473K +$8.23K +163 +2%
WAM
147
Wealthspire Advisors (Maryland)
Maryland
$470K +$19K +375 +4%
Citigroup
148
Citigroup
New York
$467K +$16.3K +321 +4%
EDRH
149
Edmond de Rothschild Holding
Switzerland
$454K – – –
Cetera Investment Advisers
150
Cetera Investment Advisers
Illinois
$453K +$21.6K +426 +5%
4 5
6
7 8