FLOT icon

iShares Floating Rate Bond ETF
FLOT

Overview Fund Activity

582 hedge funds and large institutions have $4.55B invested in iShares Floating Rate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 205 increasing their positions, 171 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
+58
Holders Change %
+11.07%
% of All Funds
8.99%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.51%
New
112
Increased
205
Reduced
171
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$185M
2
GT
Glenview Trust
Kentucky
$68.9M
3
Bank of America
Bank of America
North Carolina
$513M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$30.6M
5
Prudential Financial
Prudential Financial
New Jersey
$34.6M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$52.2M
2
CI
CX Institutional
Indiana
$550K
3
DC
Davenport & Co
Virginia
$79M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$24.3M
5
LG
Leuthold Group
Minnesota
$9.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
201
Kingsview Wealth Management
Oregon
$2.32M +$436K +8,601 +23%
PAG
202
Private Advisor Group
New Jersey
$2.25M -$637K -12,555 -22%
Thrivent Financial for Lutherans
203
Thrivent Financial for Lutherans
Minnesota
$2.24M -$4.99M – –
BAM
204
Byrne Asset Management
New Jersey
$2.22M +$2.22M +43,825 New
HAIM
205
Hunter Associates Investment Management
Pennsylvania
$2.17M +$2.17M +42,700 New
CTA
206
Chesley Taft & Associates
Illinois
$2.16M +$514K +10,125 +31%
CTC
207
Central Trust Company
Missouri
$2.11M +$598K +11,781 +39%
EA
208
Emerald Advisors
Washington
$2.06M +$525K +10,339 +34%
SI
209
Stephens Inc
Arkansas
$2.06M +$355K +7,000 +21%
Baird Financial Group
210
Baird Financial Group
Wisconsin
$2.02M -$9.28K -183 -0.5%
RA
211
RFG Advisory
Alabama
$2.01M +$2.01M +39,670 New
VAM
212
Verity Asset Management
North Carolina
$1.95M +$172K +3,381 +10%
JWCA
213
J.W. Cole Advisors
Florida
$1.95M +$1.95M +38,351 New
PCA
214
Peddock Capital Advisors
Massachusetts
$1.94M +$36.4K +718 +2%
HTC
215
Haverford Trust Company
Pennsylvania
$1.92M +$71K +1,400 +4%
ZIM
216
Zacks Investment Management
Illinois
$1.92M +$693K +13,656 +57%
DADC
217
D.A. Davidson & Co
Montana
$1.88M -$303K -5,981 -14%
CIBC World Market
218
CIBC World Market
Ontario, Canada
$1.83M -$129K -2,538 -7%
JBA
219
Johnson Bixby & Associates
Washington
$1.82M -$442K -8,710 -20%
BNP Paribas Financial Markets
220
BNP Paribas Financial Markets
France
$1.81M +$1.81M +35,743 New
HWM
221
Howard Wealth Management
Connecticut
$1.8M -$23.6K -465 -1%
DAS
222
Dynamic Advisor Solutions
Arizona
$1.76M -$1.2M -23,577 -40%
SAS
223
Stelac Advisory Services
New York
$1.75M +$145K +2,851 +9%
CAPTRUST Financial Advisors
224
CAPTRUST Financial Advisors
North Carolina
$1.72M +$126K +2,484 +8%
DG
225
DMC Group
Alabama
$1.7M +$1.7M +33,543 New
7 8
9
10 11