FLOT icon

iShares Floating Rate Bond ETF
FLOT

Overview Fund Activity

441 hedge funds and large institutions have $4.51B invested in iShares Floating Rate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 232 increasing their positions, 83 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+49
Holders Change %
+12.5%
% of All Funds
10.12%
Holding in Top 10
46
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+31.43%
% of All Funds
1.06%
New
77
Increased
232
Reduced
83
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$133M
2
Wells Fargo
Wells Fargo
California
+$88M
3
CFIA
Cantor Fitzgerald Investment Advisors
New York
+$80.3M
4
BS
Banco Santander
Spain
+$76.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$42M

Top Sellers

1
GC
Grimes & Company
Massachusetts
-$53M
2
Morgan Stanley
Morgan Stanley
New York
-$39.2M
3
LG
Leuthold Group
Minnesota
-$18.6M
4
CS
Credit Suisse
Switzerland
-$16.6M
5
BlackRock
BlackRock
New York
-$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
151
Guggenheim Capital
Illinois
$3.35M +$1.24M +24,413 +59%
DADC
152
D.A. Davidson & Co
Montana
$3.29M +$1.36M +26,710 +71%
BRF
153
B. Riley Financial
California
$3.28M +$37.7K +741 +1%
AC
154
AFAM Capital
Texas
$3.27M +$3.27M +64,269 New
TNBTD
155
Trustmark National Bank Trust Department
Mississippi
$3.27M +$2.28M +44,710 +229%
HFS
156
HL Financial Services
Kentucky
$3.22M +$3.22M +63,249 New
Citigroup
157
Citigroup
New York
$3.2M -$643K -12,617 -17%
HTC
158
Haverford Trust Company
Pennsylvania
$3.17M +$2.63M +51,571 +479%
CCM
159
Crabel Capital Management
California
$3.17M +$1.24M +24,395 +65%
GFPC
160
Global Financial Private Capital
Florida
$3.17M +$485K +9,528 +18%
HWP
161
Hefty Wealth Partners
Indiana
$3.11M +$6.72K +132 +0.2%
Creative Planning
162
Creative Planning
Kansas
$2.98M +$653K +12,827 +28%
WIC
163
Woodmont Investment Counsel
Tennessee
$2.98M -$235K -4,613 -7%
OIA
164
OneDigital Investment Advisors
Kansas
$2.92M +$728K +14,297 +33%
Comerica Bank
165
Comerica Bank
Texas
$2.91M +$2.52M +49,399 +641%
PIM
166
Penobscot Investment Management
Massachusetts
$2.87M +$132K +2,600 +5%
OC
167
Oppenheimer & Co
New York
$2.87M +$998K +19,589 +53%
SB
168
Suntrust Banks
Georgia
$2.86M -$1.4M -27,443 -33%
JAM
169
Jolley Asset Management
North Carolina
$2.79M +$2.79M +54,685 New
PA
170
PFG Advisors
Arizona
$2.74M +$1.51M +29,669 +123%
MA
171
MCF Advisors
Kentucky
$2.72M +$2.68M +52,566 +6,962%
DG
172
Delek Group
Israel
$2.69M +$141K +2,767 +6%
SI
173
Stephens Inc
Arkansas
$2.68M +$1.4M +27,406 +109%
Allianz Asset Management
174
Allianz Asset Management
Germany
$2.62M -$8.87M -174,211 -77%
FIM
175
Freedom Investment Management
Connecticut
$2.6M +$1.05M +20,674 +68%
5 6
7
8 9