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iShares Floating Rate Bond ETF
FLOT

107 hedge funds and large institutions have $1.24B invested in iShares Floating Rate Bond ETF in 2013 Q2 according to their latest regulatory filings, with 107 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

65.35% more ownership

Funds ownership: 0% → 65.35% (+65%)

Holders
107
Holders Change
+107
Holders Change %
–
% of All Funds
3.49%
Holding in Top 10
12
Holding in Top 10 Change
+12
Holding in Top 10 Change %
% of All Funds
0.39%
New
107
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$149M +$149M +2,940,945 New
Ameriprise
2
Ameriprise
Minnesota
$130M +$130M +2,575,611 New
WIM
3
Windhaven Investment Management
Massachusetts
$124M +$124M +2,443,778 New
Bank of America
4
Bank of America
North Carolina
$72.9M +$73M +1,440,993 New
U
5
UBS
Switzerland
$62.1M +$62.2M +1,226,950 New
Morgan Stanley
6
Morgan Stanley
New York
$49.8M +$49.8M +983,253 New
LPL Financial
7
LPL Financial
California
$44.2M +$44.3M +873,801 New
GF
8
Genworth Financial
Virginia
$43.2M +$43.3M +854,096 New
Goldman Sachs
9
Goldman Sachs
New York
$40.8M +$40.8M +805,801 New
EMA
10
Efficient Market Advisors
California
$39.1M +$39.2M +773,636 New
BCI
11
Brinker Capital Investments
Pennsylvania
$38.4M +$38.4M +758,160 New
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$37.4M +$37.4M +738,751 New
Wells Fargo
13
Wells Fargo
California
$34.6M +$34.6M +683,062 New
KCG
14
Knight Capital Group
$31.1M +$31.2M +615,077 New
AC
15
AFAM Capital
Texas
$27.9M +$27.9M +551,002 New
BFA
16
Beaumont Financial Advisors
Massachusetts
$21.7M +$21.7M +428,468 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$19.9M +$20M +394,042 New
SMM
18
Stadion Money Management
Georgia
$19.1M +$19.1M +377,554 New
SNC
19
Stifel Nicolaus & Co
Missouri
$18.7M +$18.7M +370,007 New
DC
20
Davenport & Co
Virginia
$18.1M +$18.1M +358,050 New
AUIM
21
Aegon USA Investment Management
Iowa
$14.2M +$14.2M +280,210 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$13.5M +$13.5M +266,768 New
LPT
23
Legacy Private Trust
Wisconsin
$11.5M +$11.5M +226,651 New
WCM
24
Weatherstone Capital Management
Colorado
$11.1M +$11.1M +219,391 New
NC
25
NewSquare Capital
Pennsylvania
$10.3M +$10.4M +204,453 New
1
2 3 4 5

FLOT Hedge Fund Activity: Q2 2013 in Review

107 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q2 2013, worth a combined $1.24B.

Buyers outnumbered sellers: 107 funds opened new FLOT positions and 0 closed out — a net gain of 107 holders — while 0 added to existing stakes and 0 trimmed.

  • 107 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $1.24B of iShares Floating Rate Bond ETF stock for Q2 2013.
  • 107 funds opened new iShares Floating Rate Bond ETF positions in Q2 2013 and 0 closed out, a net change of +107 holders.

Based on aggregated 13F filings for Q2 2013.