iShares Floating Rate Bond ETF
FLOT
538 hedge funds and large institutions have $4B invested in iShares Floating Rate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 190 increasing their positions, 184 reducing their positions, and 34 closing their positions.
91% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 34
4% more funds holding
Funds holding: 515 → 538 (+23)
3% more repeat investments, than reductions
Existing positions increased: 190 | Existing positions reduced: 184
3% more capital invested
Capital invested by funds: $3.89B → $4B (+$112M)
0.54% more ownership
Funds ownership: 61.16% → 61.7% (+0.54%)
18% less funds holding in top 10
Funds holding in top 10: 28 → 23 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$149M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$54.3M |
| 3 |
CFG
CNO Financial Group
Carmel,
Indiana
|
+$25M |
| 4 |
Renaissance Technologies
New York
|
+$21.2M |
| 5 |
LPL Financial
San Diego,
California
|
+$18.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$111M |
| 2 |
BlackRock
New York
|
-$47.6M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$29.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$24.1M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$22.9M |
FLOT Hedge Fund Activity: Q2 2021 in Review
538 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q2 2021, worth a combined $4B — up 2.9% from $3.89B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new FLOT positions and 34 closed out — a net gain of 31 holders — while 190 added to existing stakes and 184 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $149M. The largest seller was Fidelity Investments, cutting an estimated $111M.
- 538 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q2 2021, up from 515 in Q1 2021.
- Funds reported $4B of iShares Floating Rate Bond ETF stock for Q2 2021, up 2.9% quarter-over-quarter.
- 65 funds opened new iShares Floating Rate Bond ETF positions in Q2 2021 and 34 closed out, a net change of +31 holders.
- The largest iShares Floating Rate Bond ETF buyer in Q2 2021 was AssetMark Inc, an estimated $149M added.
- The largest iShares Floating Rate Bond ETF seller in Q2 2021 was Fidelity Investments, an estimated $111M sold.
Based on aggregated 13F filings for Q2 2021.