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iShares Floating Rate Bond ETF
FLOT

334 hedge funds and large institutions have $3.23B invested in iShares Floating Rate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 170 increasing their positions, 82 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 82

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

14% more capital invested

Capital invested by funds: $2.85B → $3.23B (+$385M)

11% more funds holding in top 10

Funds holding in top 10: 27 → 30 (+3)

3% more funds holding

Funds holding: 325 → 334 (+9)

0.62% more ownership

Funds ownership: 49.09% → 49.71% (+0.62%)

Holders
334
Holders Change
+9
Holders Change %
+2.77%
% of All Funds
8.33%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.75%
New
28
Increased
170
Reduced
82
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$106M
2
Bank of America
Bank of America
North Carolina
+$64.5M
3
BlackRock
BlackRock
New York
+$42.2M
4
LG
Leuthold Group
Minnesota
+$26.3M
5
Wells Fargo
Wells Fargo
California
+$22.1M

Top Sellers

Rank Fund Capital Flow
1
PP
Prudential plc
United Kingdom
-$43.9M
2
SG Americas Securities
SG Americas Securities
New York
-$17.9M
3
Goldman Sachs
Goldman Sachs
New York
-$7.38M
4
IUHSA
Itau Unibanco Holding S.A.
Brazil
-$7.13M
5
Jane Street
Jane Street
New York
-$6.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
151
United Capital Financial Advisors
Texas
$1.84M +$435K +8,549 +31%
AP
152
Advisors Preferred
Maryland
$1.81M +$236K +4,640 +15%
NFP
153
Narus Financial Partners
Utah
$1.74M +$166K +3,262 +11%
SFM
154
Signet Financial Management
New Jersey
$1.74M +$683K +13,429 +65%
BFPW
155
BOK Financial Private Wealth
Colorado
$1.62M -$85.2K -1,675 -5%
EDRH
156
Edmond de Rothschild Holding
Switzerland
$1.61M -$392K -7,705 -20%
SI
157
Stephens Inc
Arkansas
$1.57M +$35.7K +701 +2%
Cambridge Investment Research Advisors
158
Cambridge Investment Research Advisors
Iowa
$1.57M -$1.64M -32,309 -51%
FIM
159
Freedom Investment Management
Connecticut
$1.56M +$1.56M +30,673 New
GT
160
Glenview Trust
Kentucky
$1.55M – – –
BTIS
161
BB&T Investment Services
North Carolina
$1.52M +$909K +17,872 +148%
KBFS
162
Kohmann Bosshard Financial Services
Ohio
$1.51M +$1.51M +29,661 New
SWM
163
Stockman Wealth Management
Montana
$1.49M +$989K +19,431 +200%
BGC
164
Blue Granite Capital
South Carolina
$1.46M +$763K +15,000 +109%
HA
165
Hays Advisory
Tennessee
$1.43M +$1.43M +28,127 New
PAMG
166
Patton Albertson Miller Group
Tennessee
$1.38M +$318K +6,240 +30%
AIP
167
ARS Investment Partners
New York
$1.36M +$101K +1,994 +8%
WPC
168
White Pine Capital
Minnesota
$1.35M +$194K +3,810 +17%
PA
169
Perennial Advisors
New York
$1.35M +$40.7K +800 +3%
CFMC
170
Curbstone Financial Management Corp
New Hampshire
$1.32M +$661K +13,000 +100%
SP
171
Sarasin & Partners
United Kingdom
$1.27M – – –
BAS
172
Brown Advisory Securities
Maryland
$1.24M -$39.3K -772 -3%
MM
173
Meridian Management
Arkansas
$1.2M – – –
PCM
174
Peak Capital Management
Colorado
$1.18M -$565K -11,103 -32%
CRC
175
Curi RMB Capital
Illinois
$1.15M -$205K -4,033 -15%
5 6
7
8 9

FLOT Hedge Fund Activity: Q3 2017 in Review

334 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q3 2017, worth a combined $3.23B — up 14% from $2.85B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FLOT positions and 14 closed out — a net gain of 14 holders — while 170 added to existing stakes and 82 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $106M. The largest seller was Prudential plc, cutting an estimated $43.9M.

  • 334 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q3 2017, up from 325 in Q2 2017.
  • Funds reported $3.23B of iShares Floating Rate Bond ETF stock for Q3 2017, up 14% quarter-over-quarter.
  • 28 funds opened new iShares Floating Rate Bond ETF positions in Q3 2017 and 14 closed out, a net change of +14 holders.
  • The largest iShares Floating Rate Bond ETF buyer in Q3 2017 was Morgan Stanley, an estimated $106M added.
  • The largest iShares Floating Rate Bond ETF seller in Q3 2017 was Prudential plc, an estimated $43.9M sold.

Based on aggregated 13F filings for Q3 2017.