FLOT icon

iShares Floating Rate Bond ETF
FLOT

Overview Fund Activity

624 hedge funds and large institutions have $5.16B invested in iShares Floating Rate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 195 increasing their positions, 277 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
+18
Holders Change %
+2.97%
% of All Funds
9.15%
Holding in Top 10
37
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-19.57%
% of All Funds
0.54%
New
74
Increased
195
Reduced
277
Closed
53
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$427M
2
Northern Trust
2
Northern Trust
Illinois
$218M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$76.6M
4
AWM
4
Apollon Wealth Management
South Carolina
$28.7M
5
AIA
5
Angeles Investment Advisors
California
$20.9M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$68M
2
Bank of America
2
Bank of America
North Carolina
$388M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$107M
4
BFG
4
Beacon Financial Group
Texas
$13.8M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$48M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
176
TAP Consulting
Missouri
$3.08M -$2.77M -54,635 -47%
Envestnet Portfolio Solutions
177
Envestnet Portfolio Solutions
Illinois
$2.99M -$1.38M -27,197 -31%
Baird Financial Group
178
Baird Financial Group
Wisconsin
$2.99M -$101K -1,998 -3%
VCM
179
Virtue Capital Management
Tennessee
$2.97M +$2.97M +58,605 New
PGAM
180
Princeton Global Asset Management
New Jersey
$2.94M +$62.7K +1,239 +2%
RFN
181
RDA Financial Network
Iowa
$2.91M -$8.05K -159 -0.3%
ACI
182
Alpha Cubed Investments
California
$2.91M -$195K -3,851 -6%
HPM
183
Hudson Portfolio Management
New York
$2.87M -$58.8K -1,162 -2%
M&T Bank
184
M&T Bank
New York
$2.82M -$637K -12,586 -18%
DWG
185
Darden Wealth Group
Michigan
$2.79M +$2.79M +55,031 New
Principal Financial Group
186
Principal Financial Group
Iowa
$2.78M +$304K +6,000 +12%
DL
187
DOHJ LLC
Washington
$2.77M +$2.77M +54,798 New
AWM
188
Axxcess Wealth Management
California
$2.77M -$1.47K -29 -0.1%
CAAS
189
Capital Asset Advisory Services
Michigan
$2.77M +$3.04K +60 +0.1%
WFPG
190
Waller Financial Planning Group
Ohio
$2.7M -$90.1K -1,780 -3%
IFA
191
Interactive Financial Advisors
Illinois
$2.7M +$2.7M +19,773 New
Kovitz Investment Group Partners
192
Kovitz Investment Group Partners
Illinois
$2.65M -$10.6K -210 -0.4%
VRM
193
Vectors Research Management
New York
$2.6M -$2.83M -27,164 -52%
EWA
194
EverSource Wealth Advisors
Alabama
$2.57M +$364K +7,188 +16%
NP
195
Nilsine Partners
Colorado
$2.55M +$1.26M +24,933 +98%
CAM
196
Cresset Asset Management
Illinois
$2.51M +$2.51M +49,566 New
Wealth Enhancement Advisory Services
197
Wealth Enhancement Advisory Services
Minnesota
$2.5M -$141K -2,784 -5%
CB
198
Cadence Bank
Mississippi
$2.42M +$109K +2,145 +5%
FAM
199
Forte Asset Management
New York
$2.41M -$3.68M -72,609 -60%
PCA
200
Prosperity Capital Advisors
Ohio
$2.39M -$1.22M -24,055 -34%
6 7
8
9 10