FLOT icon

iShares Floating Rate Bond ETF
FLOT

Overview Fund Activity

619 hedge funds and large institutions have $5B invested in iShares Floating Rate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 258 increasing their positions, 205 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
619
Holders Change
+18
Holders Change %
+3%
% of All Funds
9%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.57%
New
65
Increased
258
Reduced
205
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$266M
2
CA
Crane Advisory
California
$50M
3
Bank of America
Bank of America
North Carolina
$400M
4
Morgan Stanley
Morgan Stanley
New York
$236M
5
TPWA
TRUE Private Wealth Advisors
Oregon
$58.3M

Top Sellers

1
Jane Street
Jane Street
New York
$1.43M
2
BlackRock
BlackRock
New York
$246M
3
AWMS
Advocacy Wealth Management Services
Georgia
$8.08M
4
AIA
Angeles Investment Advisors
California
$43M
5
IWC
Integrated Wealth Concepts
Massachusetts
$1.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
151
Trek Financial
Arizona
$4.32M +$246K +4,814 +6%
BIP
152
Blueprint Investment Partners
North Carolina
$4.32M +$3.67M +71,788 +565%
SWA
153
Sax Wealth Advisors
New Jersey
$4.28M +$375K +7,331 +10%
ASN
154
Advisory Services Network
Georgia
$4.24M +$25.4K +498 +0.6%
WFS
155
Weitzel Financial Services
Iowa
$4.22M +$89.9K +1,768 +2%
Creative Planning
156
Creative Planning
Kansas
$4.13M -$1.04M -20,292 -20%
VWA
157
Visionary Wealth Advisors
Illinois
$4.12M +$136K +2,659 +3%
RIA
158
Regal Investment Advisors
Michigan
$4.1M +$104K +2,039 +3%
CIBC World Market
159
CIBC World Market
Ontario, Canada
$4.05M +$276K +5,394 +7%
SRWM
160
Shira Ridge Wealth Management
California
$4.01M +$72.8K +1,425 +2%
CIC
161
Canal Insurance Company
South Carolina
$3.99M – – –
CB
162
Cadence Bank
Mississippi
$3.94M +$494K +9,673 +14%
AFG
163
Atomi Financial Group
New York
$3.89M +$927K +18,138 +31%
SA
164
Scarborough Advisors
Maryland
$3.87M -$101K -1,978 -3%
GJIA
165
Glass Jacobson Investment Advisors
Maryland
$3.83M +$158K +3,086 +4%
HH
166
Hilltop Holdings
Texas
$3.76M +$1.55M +30,431 +71%
Envestnet Portfolio Solutions
167
Envestnet Portfolio Solutions
Illinois
$3.74M +$397K +7,773 +12%
IWS
168
Insight Wealth Strategies
California
$3.7M +$300K +5,863 +9%
EWA
169
EverSource Wealth Advisors
Alabama
$3.62M +$189K +3,696 +6%
FHB
170
First Hawaiian Bank
Hawaii
$3.59M -$651K -12,751 -15%
LCWP
171
Legacy Capital Wealth Partners
Arkansas
$3.57M +$3.57M +69,863 New
MOS
172
MGO One Seven
Ohio
$3.55M -$129K -2,518 -3%
DWG
173
Darden Wealth Group
Michigan
$3.54M -$9.2K -180 -0.3%
NW
174
NewEdge Wealth
Pennsylvania
$3.39M +$40.1K +785 +1%
DL
175
DOHJ LLC
Washington
$3.38M +$925K +18,106 +38%
5 6
7
8 9