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iShares Floating Rate Bond ETF
FLOT

604 hedge funds and large institutions have $4.87B invested in iShares Floating Rate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 228 increasing their positions, 236 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 236

2.16% less ownership

Funds ownership: 69.03% → 66.87% (-2.2%)

4% less funds holding

Funds holding: 628 → 604 (-24)

5% less funds holding in top 10

Funds holding in top 10: 37 → 35 (-2)

6% less capital invested

Capital invested by funds: $5.16B → $4.87B (-$287M)

20% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 66

Holders
604
Holders Change
-24
Holders Change %
-3.82%
% of All Funds
8.7%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.5%
New
53
Increased
228
Reduced
236
Closed
66
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AIA
Angeles Investment Advisors
California
+$54.9M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$35.1M
3
Jane Street
Jane Street
New York
+$27M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$25M
5
TAM
TCP Asset Management
Ohio
+$13.4M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$214M
2
BlackRock
BlackRock
New York
-$79.8M
3
AWM
Apollon Wealth Management
South Carolina
-$27.7M
4
Bank of America
Bank of America
North Carolina
-$24.7M
5
JP Morgan Chase
JP Morgan Chase
New York
-$20.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAGAS
126
Capital Advisory Group Advisory Services
Minnesota
$5.36M +$309K +6,077 +6%
Creative Planning
127
Creative Planning
Kansas
$5.17M +$745K +14,646 +17%
RFM
128
Royal Fund Management
Florida
$4.94M -$4.08M -80,130 -45%
WI
129
Wintrust Investments
Illinois
$4.94M +$943K +18,538 +24%
BWCS
130
Beirne Wealth Consulting Services
Connecticut
$4.84M -$67.6K -1,328 -1%
HNB
131
Huntington National Bank
Ohio
$4.73M – – –
PIM
132
Penobscot Investment Management
Massachusetts
$4.65M +$176K +3,467 +4%
BS
133
Banco Santander
Spain
$4.58M -$807K -15,853 -15%
CMS
134
Capital Market Strategies
Florida
$4.56M +$4.07M +80,021 +868%
AF
135
Advisornet Financial
Minnesota
$4.49M -$4.78K -94 -0.1%
WCG
136
Weaver Consulting Group
California
$4.46M +$246K +4,841 +6%
CPBTD
137
Central Pacific Bank - Trust Division
Hawaii
$4.39M +$4.39M +86,286 New
MSWM
138
Mowery & Schoenfeld Wealth Management
Illinois
$4.37M -$949K -18,652 -18%
SIA
139
Schechter Investment Advisors
Michigan
$4.36M -$35.5K -697 -0.8%
GC
140
Guidance Capital
Kentucky
$4.32M +$796K +15,653 +23%
AWM
141
Avior Wealth Management
Nebraska
$4.26M +$4.25M +83,454 +163,635%
WPC
142
White Pine Capital
Minnesota
$4.24M -$1.35M -26,570 -24%
FHB
143
First Hawaiian Bank
Hawaii
$4.24M -$20.6K -404 -0.5%
5SA
144
5th Street Advisors
Connecticut
$4.23M +$4.21M +82,759 New
ASN
145
Advisory Services Network
Georgia
$4.22M +$215K +4,234 +5%
BCA
146
Bay Colony Advisors
Massachusetts
$4.2M +$547K +10,756 +15%
HIC
147
Hartline Investment Corp
Illinois
$4.2M +$3.05M +60,031 +271%
Mercer Global Advisors
148
Mercer Global Advisors
Colorado
$4.18M +$2.77M +54,363 +198%
WFS
149
Weitzel Financial Services
Iowa
$4.13M -$2.58M -50,642 -38%
BWM
150
Buska Wealth Management
Wisconsin
$4.12M +$4.1M +80,604 New
4 5
6
7 8

FLOT Hedge Fund Activity: Q1 2024 in Review

604 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q1 2024, worth a combined $4.87B — down 5.6% from $5.16B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of FLOT and 53 opened new positions — a net loss of 13 holders — while 236 trimmed existing stakes and 228 added.

The largest buyer was Angeles Investment Advisors, adding an estimated $54.9M. The largest seller was Morgan Stanley, cutting an estimated $214M.

  • 604 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q1 2024, down from 628 in Q4 2023.
  • Funds reported $4.87B of iShares Floating Rate Bond ETF stock for Q1 2024, down 5.6% quarter-over-quarter.
  • 53 funds opened new iShares Floating Rate Bond ETF positions in Q1 2024 and 66 closed out, a net change of -13 holders.
  • The largest iShares Floating Rate Bond ETF buyer in Q1 2024 was Angeles Investment Advisors, an estimated $54.9M added.
  • The largest iShares Floating Rate Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $214M sold.

Based on aggregated 13F filings for Q1 2024.