iShares Floating Rate Bond ETF
FLOT
564 hedge funds and large institutions have $6.65B invested in iShares Floating Rate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 204 increasing their positions, 187 reducing their positions, and 56 closing their positions.
114% more first-time investments, than exits
New positions opened: 120 | Existing positions closed: 56
33% more funds holding in top 10
Funds holding in top 10: 64 → 85 (+21)
11% more funds holding
Funds holding: 506 → 564 (+58)
9% more capital invested
Capital invested by funds: $6.08B → $6.65B (+$565M)
2.04% more ownership
Funds ownership: 53.75% → 55.79% (+2%)
9% more repeat investments, than reductions
Existing positions increased: 204 | Existing positions reduced: 187
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IndexIQ Advisors
New York
|
+$65.1M |
| 2 |
Verition Fund Management
Greenwich,
Connecticut
|
+$59.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$58.3M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$48.2M |
| 5 |
Morgan Stanley
New York
|
+$47.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AMH
Apollo Management Holdings
New York
|
-$74M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$56.3M |
| 3 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$37.9M |
| 4 |
CFIA
Cantor Fitzgerald Investment Advisors
New York
|
-$36.1M |
| 5 |
MCM
MV Capital Management
Bethesda,
Maryland
|
-$32.8M |
FLOT Hedge Fund Activity: Q4 2018 in Review
564 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q4 2018, worth a combined $6.65B — up 9.3% from $6.08B a quarter earlier.
Buyers outnumbered sellers: 120 funds opened new FLOT positions and 56 closed out — a net gain of 64 holders — while 204 added to existing stakes and 187 trimmed.
The largest buyer was IndexIQ Advisors, adding an estimated $65.1M. The largest seller was Apollo Management Holdings, exiting entirely with an estimated $74M sold.
- 564 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q4 2018, up from 506 in Q3 2018.
- Funds reported $6.65B of iShares Floating Rate Bond ETF stock for Q4 2018, up 9.3% quarter-over-quarter.
- 120 funds opened new iShares Floating Rate Bond ETF positions in Q4 2018 and 56 closed out, a net change of +64 holders.
- The largest iShares Floating Rate Bond ETF buyer in Q4 2018 was IndexIQ Advisors, an estimated $65.1M added.
- The largest iShares Floating Rate Bond ETF seller in Q4 2018 was Apollo Management Holdings, an estimated $74M sold.
Based on aggregated 13F filings for Q4 2018.