iShares Floating Rate Bond ETF
FLOT
199 hedge funds and large institutions have $2.64B invested in iShares Floating Rate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 88 increasing their positions, 62 reducing their positions, and 8 closing their positions.
175% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 8
42% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 62
18% more capital invested
Capital invested by funds: $2.24B → $2.64B (+$409M)
6% more funds holding
Funds holding: 187 → 199 (+12)
2.75% more ownership
Funds ownership: 62.17% → 64.92% (+2.8%)
0% more funds holding in top 10
Funds holding in top 10: 22 → 22 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AUIM
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
+$213M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$46.6M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$42.4M |
| 4 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
+$27.1M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$24.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMA
Simply Money Advisors
Cincinnati,
Ohio
|
-$18.8M |
| 2 |
WCWM
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
-$11.6M |
| 3 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$6.96M |
| 4 |
Goldman Sachs
New York
|
-$6.2M |
| 5 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$3.51M |
FLOT Hedge Fund Activity: Q3 2014 in Review
199 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q3 2014, worth a combined $2.64B — up 18% from $2.24B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new FLOT positions and 8 closed out — a net gain of 14 holders — while 88 added to existing stakes and 62 trimmed.
The largest buyer was Aegon USA Investment Management, adding an estimated $213M. The largest seller was Simply Money Advisors, cutting an estimated $18.8M.
- 199 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q3 2014, up from 187 in Q2 2014.
- Funds reported $2.64B of iShares Floating Rate Bond ETF stock for Q3 2014, up 18% quarter-over-quarter.
- 22 funds opened new iShares Floating Rate Bond ETF positions in Q3 2014 and 8 closed out, a net change of +14 holders.
- The largest iShares Floating Rate Bond ETF buyer in Q3 2014 was Aegon USA Investment Management, an estimated $213M added.
- The largest iShares Floating Rate Bond ETF seller in Q3 2014 was Simply Money Advisors, an estimated $18.8M sold.
Based on aggregated 13F filings for Q3 2014.