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iShares Floating Rate Bond ETF
FLOT

604 hedge funds and large institutions have $4.87B invested in iShares Floating Rate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 228 increasing their positions, 236 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 236

2.16% less ownership

Funds ownership: 69.03% → 66.87% (-2.2%)

4% less funds holding

Funds holding: 628 → 604 (-24)

5% less funds holding in top 10

Funds holding in top 10: 37 → 35 (-2)

6% less capital invested

Capital invested by funds: $5.16B → $4.87B (-$287M)

20% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 66

Holders
604
Holders Change
-24
Holders Change %
-3.82%
% of All Funds
8.7%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.5%
New
53
Increased
228
Reduced
236
Closed
66
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AIA
Angeles Investment Advisors
California
+$54.9M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$35.1M
3
Jane Street
Jane Street
New York
+$27M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$25M
5
TAM
TCP Asset Management
Ohio
+$13.4M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$214M
2
BlackRock
BlackRock
New York
-$79.8M
3
AWM
Apollon Wealth Management
South Carolina
-$27.7M
4
Bank of America
Bank of America
North Carolina
-$24.7M
5
JP Morgan Chase
JP Morgan Chase
New York
-$20.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Portfolio Solutions
176
Envestnet Portfolio Solutions
Illinois
$3.34M +$321K +6,318 +11%
NW
177
NewEdge Wealth
Pennsylvania
$3.33M +$3.33M +65,530 New
PCIA
178
Prime Capital Investment Advisors
Kansas
$3.31M -$1.35M -26,550 -29%
Bank of Montreal
179
Bank of Montreal
Ontario, Canada
$3.26M -$1.09M -21,448 -25%
VCM
180
Virtue Capital Management
Tennessee
$3.24M +$253K +4,972 +8%
WC
181
Waterloo Capital
Texas
$3.21M +$939K +18,461 +42%
AAS
182
Ameritas Advisory Services
Nebraska
$3.17M +$1.2M +23,530 +61%
AWM
183
Axxcess Wealth Management
California
$3.11M +$316K +6,202 +11%
RAM
184
Riggs Asset Management
Pennsylvania
$3.07M -$90.1K -1,771 -3%
PGAM
185
Princeton Global Asset Management
New Jersey
$2.99M +$26.4K +518 +0.9%
AFG
186
Atomi Financial Group
New York
$2.97M +$1.2M +23,549 +68%
TC
187
TAP Consulting
Missouri
$2.93M -$168K -3,304 -5%
WSTAM
188
Wilbanks Smith & Thomas Asset Management
Virginia
$2.92M -$3.02M -59,267 -51%
RFN
189
RDA Financial Network
Iowa
$2.91M -$33.2K -653 -1%
FAIM
190
Financial Advocates Investment Management
Washington
$2.85M +$503K +9,880 +28%
CAAS
191
Capital Asset Advisory Services
Michigan
$2.85M +$64.4K +1,265 +2%
AAS
192
Avantax Advisory Services
Texas
$2.83M -$1.19M -23,414 -30%
Susquehanna International Group
193
Susquehanna International Group
Pennsylvania
$2.79M -$4.61M -90,540 -62%
Bank of New York Mellon
194
Bank of New York Mellon
New York
$2.73M +$448K +8,809 +20%
PCA
195
Prosperity Capital Advisors
Ohio
$2.69M +$276K +5,430 +11%
Baird Financial Group
196
Baird Financial Group
Wisconsin
$2.67M -$348K -6,836 -12%
CAM
197
Cresset Asset Management
Illinois
$2.62M +$90.9K +1,786 +4%
ACI
198
Alpha Cubed Investments
California
$2.6M -$334K -6,567 -11%
BCM
199
Brookstone Capital Management
Illinois
$2.59M -$560K -11,000 -18%
VRM
200
Vectors Research Management
New York
$2.57M +$1.29M +25,352 +101%
6 7
8
9 10

FLOT Hedge Fund Activity: Q1 2024 in Review

604 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q1 2024, worth a combined $4.87B — down 5.6% from $5.16B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of FLOT and 53 opened new positions — a net loss of 13 holders — while 236 trimmed existing stakes and 228 added.

The largest buyer was Angeles Investment Advisors, adding an estimated $54.9M. The largest seller was Morgan Stanley, cutting an estimated $214M.

  • 604 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q1 2024, down from 628 in Q4 2023.
  • Funds reported $4.87B of iShares Floating Rate Bond ETF stock for Q1 2024, down 5.6% quarter-over-quarter.
  • 53 funds opened new iShares Floating Rate Bond ETF positions in Q1 2024 and 66 closed out, a net change of -13 holders.
  • The largest iShares Floating Rate Bond ETF buyer in Q1 2024 was Angeles Investment Advisors, an estimated $54.9M added.
  • The largest iShares Floating Rate Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $214M sold.

Based on aggregated 13F filings for Q1 2024.