FLOT icon

iShares Floating Rate Bond ETF
FLOT

Overview Fund Activity

564 hedge funds and large institutions have $6.65B invested in iShares Floating Rate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 204 increasing their positions, 187 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
+58
Holders Change %
+11.46%
% of All Funds
12.59%
Holding in Top 10
85
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+32.81%
% of All Funds
1.9%
New
120
Increased
204
Reduced
187
Closed
56
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DCM
DeGreen Capital Management
Arizona
$308M
2
IA
IndexIQ Advisors
New York
$65.8M
3
Verition Fund Management
Verition Fund Management
Connecticut
$58.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$190M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$47.8M

Top Sellers

1
AMH
Apollo Management Holdings
New York
$0
2
Wells Fargo
Wells Fargo
California
$350M
3
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
$43.3M
4
CFIA
Cantor Fitzgerald Investment Advisors
New York
$84.8M
5
MCM
MV Capital Management
Maryland
$44.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACI
151
Alpha Cubed Investments
California
$6.03M -$9.43M -187,293 -61%
FAAS
152
First Allied Advisory Services
California
$6M -$1.47M -29,257 -20%
HNB
153
Huntington National Bank
Ohio
$5.92M -$6.14M – –
CFGS
154
Concourse Financial Group Securities
Alabama
$5.91M +$2.81M +55,721 +90%
WAS
155
Winch Advisory Services
Wisconsin
$5.9M +$5.9M +117,241 New
WB
156
WesBanco Bank
West Virginia
$5.81M -$588K -11,670 -9%
FC
157
FCA Corp
Texas
$5.77M -$249K -4,937 -4%
SWM
158
Stockman Wealth Management
Montana
$5.76M +$815K +16,185 +16%
MIFH
159
Migdal Insurance & Financial Holdings
Israel
$5.7M +$5.54M +110,100 +3,695%
IFS
160
Ifrah Financial Services
Arkansas
$5.62M -$114K -2,258 -2%
SIM
161
SSI Investment Management
California
$5.61M -$25.8K -513 -0.5%
APA
162
American Portfolios Advisors
New York
$5.53M +$1.09M +21,648 +25%
CIBC World Market
163
CIBC World Market
Ontario, Canada
$5.53M +$2.63M +52,295 +91%
SAS
164
Sage Advisory Services
Texas
$5.51M -$10.6M -211,133 -66%
NCMW
165
Northern Capital Management (Wisconsin)
Wisconsin
$5.4M -$1.25M -24,730 -19%
Creative Planning
166
Creative Planning
Kansas
$5.38M +$1.91M +37,875 +55%
MPWT
167
MassMutual Private Wealth & Trust
Connecticut
$5.34M +$4.35M +86,376 +441%
MIA
168
MainStreet Investment Advisors
Illinois
$5.34M +$4.35M +86,376 +441%
NPP
169
New Potomac Partners
Maryland
$5.18M +$119K +2,360 +2%
S
170
Surevest
California
$5.14M +$5.14M +102,105 New
BS
171
Banco Santander
Spain
$4.96M -$12M -239,192 -71%
OIWM
172
OptiFour Integrated Wealth Management
Virginia
$4.93M -$14.9K -296 -0.3%
CI
173
Conning Inc
Connecticut
$4.84M – – –
LFASL
174
Lugano Financial Advisors SA (LFA)
Switzerland
$4.69M – – –
TNBTD
175
Trustmark National Bank Trust Department
Mississippi
$4.67M +$1.02M +20,339 +28%
5 6
7
8 9