iShares Floating Rate Bond ETF
FLOT
209 hedge funds and large institutions have $3.15B invested in iShares Floating Rate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 70 increasing their positions, 70 reducing their positions, and 28 closing their positions.
50% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 28
19% more capital invested
Capital invested by funds: $2.64B → $3.15B (+$501M)
5% more funds holding
Funds holding: 199 → 209 (+10)
5% more funds holding in top 10
Funds holding in top 10: 22 → 23 (+1)
0% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 70
7.03% less ownership
Funds ownership: 64.92% → 57.9% (-7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$26.2M |
| 2 |
BCM
Bluefin Capital Management
New York
|
+$18.5M |
| 3 |
Morgan Stanley
New York
|
+$17.3M |
| 4 |
Jane Street
New York
|
+$16.6M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
-$120M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$88.6M |
| 3 |
AssetMark Inc
Concord,
California
|
-$65.5M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$40.7M |
| 5 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$19.5M |
FLOT Hedge Fund Activity: Q4 2014 in Review
209 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q4 2014, worth a combined $3.15B — up 19% from $2.64B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new FLOT positions and 28 closed out — a net gain of 14 holders — while 70 added to existing stakes and 70 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $26.2M. The largest seller was F-Squared Investment Management, exiting entirely with an estimated $120M sold.
- 209 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q4 2014, up from 199 in Q3 2014.
- Funds reported $3.15B of iShares Floating Rate Bond ETF stock for Q4 2014, up 19% quarter-over-quarter.
- 42 funds opened new iShares Floating Rate Bond ETF positions in Q4 2014 and 28 closed out, a net change of +14 holders.
- The largest iShares Floating Rate Bond ETF buyer in Q4 2014 was Royal Bank of Canada, an estimated $26.2M added.
- The largest iShares Floating Rate Bond ETF seller in Q4 2014 was F-Squared Investment Management, an estimated $120M sold.
Based on aggregated 13F filings for Q4 2014.