FLOT icon

iShares Floating Rate Bond ETF

458 hedge funds and large institutions have $3.18B invested in iShares Floating Rate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 153 increasing their positions, 204 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
458
Holders Change
+5
Holders Change %
+1.1%
% of All Funds
9.27%
Holding in Top 10
25
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.79%
% of All Funds
0.51%
New
38
Increased
153
Reduced
204
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
201
Geneos Wealth Management
Colorado
$1.5M +$620K +12,224 +70%
Bank Julius Baer & Co
202
Bank Julius Baer & Co
Switzerland
$1.46M +$528K +10,407 +56%
MPPLM
203
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.45M +$226K +4,451 +18%
SFG
204
StrategIQ Financial Group
Indiana
$1.45M +$97.8K +1,928 +7%
HWM
205
Howard Wealth Management
Connecticut
$1.44M +$355K +6,990 +33%
FAIM
206
Financial Advocates Investment Management
Washington
$1.42M -$13.7K -269 -0.9%
WB
207
WesBanco Bank
West Virginia
$1.41M -$160K -3,156 -10%
BFG
208
Beacon Financial Group
Texas
$1.4M -$90.8K -1,789 -6%
CAPTRUST Financial Advisors
209
CAPTRUST Financial Advisors
North Carolina
$1.4M -$48.7K -960 -3%
CB
210
Community Bank
New York
$1.4M -$507K -10,000 -27%
NA
211
Nottingham Advisors
New York
$1.4M -$507K -10,000 -27%
COF
212
Capital One Financial
Virginia
$1.39M -$1.52K -30 -0.1%
MG
213
Mather Group
Illinois
$1.38M -$449K -8,856 -25%
Baird Financial Group
214
Baird Financial Group
Wisconsin
$1.37M -$20.7K -407 -1%
BWA
215
Beam Wealth Advisors
Louisiana
$1.32M +$197K +3,884 +18%
NA
216
NewEdge Advisors
Louisiana
$1.31M -$208K -4,095 -14%
PCM
217
Parsons Capital Management
Rhode Island
$1.29M -$15.2K -300 -1%
SIA
218
Strategic Investment Advisors
Michigan
$1.29M -$938K -18,495 -42%
GM
219
GeoWealth Management
Illinois
$1.29M -$1.19M -23,598 -48%
SP
220
Sarasin & Partners
United Kingdom
$1.27M
WPC
221
White Pine Capital
Minnesota
$1.27M -$97.3K -1,918 -7%
SW
222
SteelPeak Wealth
California
$1.27M -$44K -868 -3%
S
223
SignatureFD
Georgia
$1.25M
CW
224
CreativeOne Wealth
Kansas
$1.19M +$316K +6,222 +36%
CTA
225
Chesley Taft & Associates
Illinois
$1.17M -$63.9K -1,260 -5%