iShares Floating Rate Bond ETF
FLOT
392 hedge funds and large institutions have $3.57B invested in iShares Floating Rate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 147 increasing their positions, 103 reducing their positions, and 28 closing their positions.
211% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 28
43% more repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 103
21% more funds holding in top 10
Funds holding in top 10: 29 → 35 (+6)
17% more funds holding
Funds holding: 334 → 392 (+58)
10% more capital invested
Capital invested by funds: $3.23B → $3.57B (+$337M)
3.76% more ownership
Funds ownership: 49.71% → 53.48% (+3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$76.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$75.5M |
| 3 |
GC
Grimes & Company
Westborough,
Massachusetts
|
+$53.1M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$39.5M |
| 5 |
VA
Valmark Advisers
Akron,
Ohio
|
+$29.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$55.9M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$53.9M |
| 3 |
AssetMark Inc
Concord,
California
|
-$43.1M |
| 4 |
Morgan Stanley
New York
|
-$42.1M |
| 5 |
CCA
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
-$16.7M |
FLOT Hedge Fund Activity: Q4 2017 in Review
392 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q4 2017, worth a combined $3.57B — up 10% from $3.23B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new FLOT positions and 28 closed out — a net gain of 59 holders — while 147 added to existing stakes and 103 trimmed.
The largest buyer was Ameriprise, adding an estimated $76.5M. The largest seller was Fidelity Investments, cutting an estimated $55.9M.
- 392 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q4 2017, up from 334 in Q3 2017.
- Funds reported $3.57B of iShares Floating Rate Bond ETF stock for Q4 2017, up 10% quarter-over-quarter.
- 87 funds opened new iShares Floating Rate Bond ETF positions in Q4 2017 and 28 closed out, a net change of +59 holders.
- The largest iShares Floating Rate Bond ETF buyer in Q4 2017 was Ameriprise, an estimated $76.5M added.
- The largest iShares Floating Rate Bond ETF seller in Q4 2017 was Fidelity Investments, an estimated $55.9M sold.
Based on aggregated 13F filings for Q4 2017.