iShares Floating Rate Bond ETF
FLOT
231 hedge funds and large institutions have $2.44B invested in iShares Floating Rate Bond ETF in 2015 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 80 increasing their positions, 82 reducing their positions, and 16 closing their positions.
106% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 16
39% more capital invested
Capital invested by funds: $1.75B → $2.44B (+$690M)
10% more funds holding in top 10
Funds holding in top 10: 21 → 23 (+2)
7.83% more ownership
Funds ownership: 56.83% → 64.66% (+7.8%)
6% more funds holding
Funds holding: 217 → 231 (+14)
2% less repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 82
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$496M |
| 2 |
AssetMark Inc
Concord,
California
|
+$74.3M |
| 3 |
WCM
Windham Capital Management
Boston,
Massachusetts
|
+$73M |
| 4 |
SPL
Smart Portfolios LLC
Seattle,
Washington
|
+$23.6M |
| 5 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
+$18.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$22.6M |
| 2 |
JG
Jefferies Group
New York
|
-$21.9M |
| 3 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$17.2M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$11.7M |
| 5 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$11.4M |
FLOT Hedge Fund Activity: Q3 2015 in Review
231 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q3 2015, worth a combined $2.44B — up 39% from $1.75B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new FLOT positions and 16 closed out — a net gain of 17 holders — while 80 added to existing stakes and 82 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $496M. The largest seller was Stifel Financial, cutting an estimated $22.6M.
- 231 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q3 2015, up from 217 in Q2 2015.
- Funds reported $2.44B of iShares Floating Rate Bond ETF stock for Q3 2015, up 39% quarter-over-quarter.
- 33 funds opened new iShares Floating Rate Bond ETF positions in Q3 2015 and 16 closed out, a net change of +17 holders.
- The largest iShares Floating Rate Bond ETF buyer in Q3 2015 was PNC Financial Services Group, an estimated $496M added.
- The largest iShares Floating Rate Bond ETF seller in Q3 2015 was Stifel Financial, an estimated $22.6M sold.
Based on aggregated 13F filings for Q3 2015.