FLOT icon

iShares Floating Rate Bond ETF
FLOT

Overview Fund Activity

608 hedge funds and large institutions have $4.88B invested in iShares Floating Rate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 199 increasing their positions, 278 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
Holders Change
-26
Holders Change %
-4.1%
% of All Funds
9.59%
Holding in Top 10
42
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.67%
% of All Funds
0.66%
New
57
Increased
199
Reduced
278
Closed
75
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NYLIM
New York Life Investment Management
New York
$168M
2
AssetMark Inc
AssetMark Inc
California
$112M
3
MWM
Modera Wealth Management
New Jersey
$43.2M
4
BCM
BlueCrest Capital Management
Jersey
$46.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$146M

Top Sellers

1
Jane Street
Jane Street
New York
$14.8M
2
Bank of America
Bank of America
North Carolina
$457M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$101M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$6.42M
5
DC
Davenport & Co
Virginia
$71.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
176
Comerica Securities
Michigan
$3.11M +$8.69K +171 +0.3%
Bank of New York Mellon
177
Bank of New York Mellon
New York
$3.11M +$1.59M +31,218 +104%
CIBC World Market
178
CIBC World Market
Ontario, Canada
$3.1M -$1.45M -28,622 -32%
GJIA
179
Glass Jacobson Investment Advisors
Maryland
$3.1M +$3.1M +61,007 New
DWP
180
Destiny Wealth Partners
Florida
$3.07M -$129K -2,541 -4%
AI
181
AXS Investments
New York
$3.05M +$3.05M +60,000 New
PGAM
182
Princeton Global Asset Management
New Jersey
$3.01M -$73.7K -1,451 -2%
KAS
183
Kestra Advisory Services
Texas
$3.01M -$1.32M -25,971 -30%
RFN
184
RDA Financial Network
Iowa
$2.88M +$941K +18,520 +48%
WFPG
185
Waller Financial Planning Group
Ohio
$2.87M -$211K -4,160 -7%
HPM
186
Hudson Portfolio Management
New York
$2.84M +$17K +335 +0.6%
CAAS
187
Capital Asset Advisory Services
Michigan
$2.8M +$16.2K +319 +0.6%
MCA
188
MSH Capital Advisors
Arizona
$2.8M -$20.8K -410 -0.7%
VRM
189
Vectors Research Management
New York
$2.74M -$227K -4,471 -8%
SCA
190
Snowden Capital Advisors
New York
$2.63M -$149K -2,936 -5%
FHA
191
Flagship Harbor Advisors
Massachusetts
$2.62M -$3.24M -63,839 -55%
BS
192
Banco Santander
Spain
$2.55M +$185K +3,640 +8%
RFC
193
Regions Financial Corp
Alabama
$2.54M -$269K -5,289 -10%
SAM
194
Securian Asset Management
Minnesota
$2.54M – – –
IAN
195
Integrated Advisors Network
Texas
$2.52M +$1.68M +33,091 +201%
CA
196
Cetera Advisors
Colorado
$2.51M -$3.22M -63,320 -56%
BA
197
Bluesphere Advisors
Pennsylvania
$2.5M +$24.4K +481 +1%
PL
198
Protective Life
Alabama
$2.49M – – –
ZIM
199
Zacks Investment Management
Illinois
$2.44M +$45.1K +887 +2%
JIP
200
Jaffetilchin Investment Partners
Florida
$2.37M -$3.01M -59,269 -56%
6 7
8
9 10