FLOT icon

iShares Floating Rate Bond ETF

601 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, 227 increasing their positions, 234 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
-23
Holders Change %
-3.69%
% of All Funds
8.71%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.51%
New
53
Increased
227
Reduced
234
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DL
201
DOHJ LLC
Washington
$2.46M -$340K -6,657 -12%
SCA
202
Snowden Capital Advisors
New York
$2.44M +$195K +3,816 +9%
WFPG
203
Waller Financial Planning Group
Ohio
$2.4M -$321K -6,286 -12%
IA
204
IFP Advisors
Florida
$2.39M -$14.9K -292 -0.6%
VFO
205
Virtus Family Office
Texas
$2.39M +$72.3K +1,415 +3%
OPWM
206
Oxinas Partners Wealth Management
Indiana
$2.3M -$5.87K -115 -0.3%
BIA
207
Bigelow Investment Advisors
Maine
$2.27M +$124K +2,433 +6%
RFC
208
Regions Financial Corp
Alabama
$2.25M -$150K -2,944 -6%
EGA
209
Eagle Global Advisors
Texas
$2.22M -$24K -470 -1%
HH
210
Hilltop Holdings
Texas
$2.2M +$222K +4,356 +11%
DWP
211
Destiny Wealth Partners
Florida
$2.19M -$61.3K -1,200 -3%
DADC
212
D.A. Davidson & Co
Montana
$2.16M +$417K +8,168 +24%
BA
213
Bluesphere Advisors
Pennsylvania
$2.11M -$89.8K -1,759 -4%
OPS
214
Orion Portfolio Solutions
Nebraska
$2.03M +$352K +6,891 +21%
BCI
215
Brinker Capital Investments
Pennsylvania
$2.03M +$352K +6,891 +21%
BFO
216
Boston Family Office
Massachusetts
$2.02M -$151K -2,958 -7%
RC
217
Roundview Capital
New Jersey
$2M -$42.4K -830 -2%
M&T Bank
218
M&T Bank
New York
$1.98M -$864K -16,919 -30%
WI
219
WrapManager Inc
California
$1.98M -$1.72M -33,716 -47%
RA
220
RiverTree Advisors
Florida
$1.96M -$23.4K -458 -1%
PA
221
PFG Advisors
Arizona
$1.93M +$4.8K +94 +0.2%
OWA
222
Octavia Wealth Advisors
Ohio
$1.9M -$102K -1,991 -5%
GWANC
223
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.89M -$14.9K -293 -0.8%
FWA
224
FOCUS Wealth Advisors
Texas
$1.88M +$97.3K +1,905 +5%
LIM
225
Leavell Investment Management
Alabama
$1.87M +$295K +5,776 +19%