FLOT icon

iShares Floating Rate Bond ETF

520 hedge funds and large institutions have $5.3B invested in iShares Floating Rate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 189 increasing their positions, 225 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
-27
Holders Change %
-4.94%
% of All Funds
11.31%
Holding in Top 10
50
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15.25%
% of All Funds
1.09%
New
41
Increased
189
Reduced
225
Closed
58
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWMAG
201
Pinnacle Wealth Management Advisory Group
New Jersey
$2.01M -$352K -6,920 -15%
CS
202
Comerica Securities
Michigan
$2.01M -$190K -3,727 -9%
RMAM
203
Raab & Moskowitz Asset Management
New Jersey
$2M -$11.5K -225 -0.6%
NA
204
Nottingham Advisors
New York
$1.99M -$4.08K -80 -0.2%
Bank of Montreal
205
Bank of Montreal
Ontario, Canada
$1.95M -$335K -6,578 -15%
SWP
206
Stratos Wealth Partners
Ohio
$1.92M -$71.3K -1,401 -4%
SCA
207
STALEY CAPITAL ADVISERS
Pennsylvania
$1.89M
FA
208
Fortis Advisors
Pennsylvania
$1.81M +$13.7K +268 +0.8%
SRSA
209
S.R. Schill & Associates
Washington
$1.79M -$1.78M -34,953 -50%
BFG
210
Beacon Financial Group
Texas
$1.79M
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$1.79M +$1.24M +24,299 +226%
FAIM
212
Financial Advocates Investment Management
Washington
$1.77M +$312K +6,134 +21%
AP
213
Advisors Preferred
Maryland
$1.77M -$179K -3,520 -9%
PA
214
Perennial Advisors
New York
$1.76M -$101K -1,980 -5%
GVAG
215
Great Valley Advisor Group
Delaware
$1.75M +$1.3M +25,635 +293%
MBT
216
Montecito Bank & Trust
California
$1.75M +$24.2K +475 +1%
FA
217
FDx Advisors
Illinois
$1.74M +$94K +1,845 +6%
AWS
218
AJ Wealth Strategies
New York
$1.66M -$52.3M -1,026,241 -97%
PGA
219
Premia Global Advisors
Florida
$1.64M +$41.9K +823 +3%
CCA
220
Clearwater Capital Advisors
Illinois
$1.63M -$43.3K -850 -3%
BPCE
221
Bank Pictet & Cie (Europe)
Germany
$1.62M -$35.7K -700 -2%
Citigroup
222
Citigroup
New York
$1.61M -$1.89M -37,072 -54%
EDRH
223
Edmond de Rothschild Holding
Switzerland
$1.6M +$430K +8,450 +37%
WP
224
WealthSource Partners
California
$1.58M +$1.3M +25,589 +472%
M&T Bank
225
M&T Bank
New York
$1.54M +$373K +7,332 +32%