FLOT icon

iShares Floating Rate Bond ETF
FLOT

Overview Fund Activity

652 hedge funds and large institutions have $5.69B invested in iShares Floating Rate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 237 increasing their positions, 220 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+51
Holders Change %
+8.49%
% of All Funds
8.68%
Holding in Top 10
39
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+30%
% of All Funds
0.52%
New
98
Increased
237
Reduced
220
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DFG
Demars Financial Group
Washington
$748M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$72M
3
Wells Fargo
Wells Fargo
California
$135M
4
MC
McMorgan & Co
California
$35.6M
5
NYLIM
New York Life Investment Management
New York
$155M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$144M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$38.2M
3
BlackRock
BlackRock
New York
$160M
4
Northern Trust
Northern Trust
Illinois
$208M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
126
CIBC Private Wealth Group
Georgia
$5.74M +$26.6K +523 +0.5%
AFG
127
Atomi Financial Group
New York
$5.7M +$1.58M +31,098 +38%
CT
128
Colonial Trust
South Carolina
$5.67M +$216K +4,247 +4%
WCG
129
Weaver Consulting Group
California
$5.59M +$385K +7,560 +7%
WC
130
Waterloo Capital
Texas
$5.49M -$684K -13,438 -11%
Thrivent Financial for Lutherans
131
Thrivent Financial for Lutherans
Minnesota
$5.46M -$170K -3,347 -3%
FCIM
132
Fairview Capital Investment Management
California
$5.43M +$4.5M +88,450 +486%
AWM
133
AE Wealth Management
Kansas
$5.21M +$2.97M +58,463 +133%
BWCS
134
Beirne Wealth Consulting Services
Connecticut
$5.1M -$23K -451 -0.4%
AWMS
135
Advocacy Wealth Management Services
Georgia
$5.09M -$862K -16,951 -14%
CIC
136
Canal Insurance Company
South Carolina
$5.05M +$1.11M +22,000 +28%
HNB
137
Huntington National Bank
Ohio
$5.04M -$5.28M – –
SWP
138
Stratos Wealth Partners
Ohio
$5.03M -$668K -13,123 -12%
Envestnet Portfolio Solutions
139
Envestnet Portfolio Solutions
Illinois
$4.88M +$217K +4,271 +5%
SIM
140
SSI Investment Management
California
$4.71M +$79.6K +1,565 +2%
PDL
141
Portfolio Design Labs
California
$4.69M +$4.69M +92,199 New
HH
142
Hilltop Holdings
Texas
$4.62M +$273K +5,374 +6%
BCA
143
Bay Colony Advisors
Massachusetts
$4.58M -$1.25M -24,500 -21%
ASN
144
Advisory Services Network
Georgia
$4.57M +$344K +6,757 +8%
ICP
145
Impact Capital Partners
Colorado
$4.55M +$4.55M +89,346 New
RIA
146
Regal Investment Advisors
Michigan
$4.53M +$287K +5,638 +7%
SIA
147
Schechter Investment Advisors
Michigan
$4.42M -$238K -4,683 -5%
GC
148
Guidance Capital
Kentucky
$4.38M -$577K -11,304 -12%
Mercer Global Advisors
149
Mercer Global Advisors
Colorado
$4.36M +$1.77M +34,735 +68%
UFA
150
US Financial Advisors
Massachusetts
$4.35M +$193K +3,789 +5%
4 5
6
7 8