We are live on ! Find out more
FLOT icon

iShares Floating Rate Bond ETF

604 hedge funds and large institutions have $4.8B invested in iShares Floating Rate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 208 increasing their positions, 254 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $5B → $4.8B (-$206M)

2.14% less ownership

Funds ownership: 66.72%64.58% (-2.1%)

3% less funds holding

Funds holding: 623604 (-19)

18% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 254

23% less funds holding in top 10

Funds holding in top 10: 3930 (-9)

27% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 63

Holders
604
Holders Change
-19
Holders Change %
-3.05%
% of All Funds
8.67%
Holding in Top 10
30
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-23.08%
% of All Funds
0.43%
New
46
Increased
208
Reduced
254
Closed
63
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
151
Scarborough Advisors
Maryland
$3.94M +$72.8K +1,430 +2%
EWA
152
EverSource Wealth Advisors
Alabama
$3.86M +$242K +4,744 +7%
Creative Planning
153
Creative Planning
Kansas
$3.77M -$360K -7,075 -9%
DWG
154
Darden Wealth Group
Michigan
$3.73M +$193K +3,784 +5%
NA
155
NewEdge Advisors
Louisiana
$3.63M -$31.2M -611,939 -90%
CPBTD
156
Central Pacific Bank - Trust Division
Hawaii
$3.48M -$1.96M -38,459 -36%
MOS
157
MGO One Seven
Ohio
$3.39M -$164K -3,221 -5%
LG
158
LaFleur & Godfrey
Michigan
$3.36M -$15.3K -300 -0.5%
VFO
159
Virtus Family Office
Texas
$3.28M +$165K +3,238 +5%
DL
160
DOHJ LLC
Washington
$3.26M -$112K -2,207 -3%
BMCM
161
Bryn Mawr Capital Management
Pennsylvania
$3.24M +$5.86K +115 +0.2%
BFG
162
Bleakley Financial Group
New Jersey
$3.1M +$3.1M +60,811 New
SRWM
163
Shira Ridge Wealth Management
California
$3.05M -$951K -18,665 -24%
HPM
164
Hudson Portfolio Management
New York
$3.03M +$3.03M +59,386 New
PGAM
165
Princeton Global Asset Management
New Jersey
$3.01M -$15K -294 -0.5%
Bank of Montreal
166
Bank of Montreal
Ontario, Canada
$2.9M +$582K +11,426 +25%
CFP
167
Cascade Financial Partners
California
$2.89M -$45.8K -900 -2%
Baird Financial Group
168
Baird Financial Group
Wisconsin
$2.85M -$510K -10,019 -15%
EMAM
169
Encompass More Asset Management
California
$2.81M +$2.81M +55,113 New
EIA
170
Eldridge Investment Advisors
New Hampshire
$2.71M +$40K +786 +2%
GC
171
GFG Capital
Florida
$2.7M +$2.69M +52,835 New
AAS
172
Avantax Advisory Services
Texas
$2.7M -$104K -2,032 -4%
AWM
173
Axxcess Wealth Management
California
$2.69M -$208K -4,079 -7%
CAAS
174
Capital Asset Advisory Services
Michigan
$2.68M -$208K -4,074 -7%
LCWP
175
Legacy Capital Wealth Partners
Arkansas
$2.65M -$910K -17,864 -26%

FLOT Hedge Fund Activity: Q3 2024 in Review

604 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q3 2024, worth a combined $4.8B — down 4.1% from $5B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of FLOT and 46 opened new positions — a net loss of 17 holders — while 254 trimmed existing stakes and 208 added.

The largest buyer was 1832 Asset Management, adding an estimated $88.5M. The largest seller was Crane Advisory, exiting entirely with an estimated $50M sold.

  • 604 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q3 2024, down from 623 in Q2 2024.
  • Funds reported $4.8B of iShares Floating Rate Bond ETF stock for Q3 2024, down 4.1% quarter-over-quarter.
  • 46 funds opened new iShares Floating Rate Bond ETF positions in Q3 2024 and 63 closed out, a net change of -17 holders.
  • The largest iShares Floating Rate Bond ETF buyer in Q3 2024 was 1832 Asset Management, an estimated $88.5M added.
  • The largest iShares Floating Rate Bond ETF seller in Q3 2024 was Crane Advisory, an estimated $50M sold.

Based on aggregated 13F filings for Q3 2024.