iShares Floating Rate Bond ETF
FLOT
628 hedge funds and large institutions have $4.95B invested in iShares Floating Rate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 195 increasing their positions, 279 reducing their positions, and 53 closing their positions.
42% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 53
3% more funds holding
Funds holding: 609 → 628 (+19)
2% less capital invested
Capital invested by funds: $5.05B → $4.95B (-$102M)
2.24% less ownership
Funds ownership: 68.39% → 66.15% (-2.2%)
20% less funds holding in top 10
Funds holding in top 10: 46 → 37 (-9)
30% less repeat investments, than reductions
Existing positions increased: 195 | Existing positions reduced: 279
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$32.2M |
| 2 |
Renaissance Technologies
New York
|
+$29.6M |
| 3 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$27.8M |
| 4 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
+$20.9M |
| 5 |
BlackRock
New York
|
+$18.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$82M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$29.1M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$27M |
| 4 |
BFG
Beacon Financial Group
Dallas,
Texas
|
-$26.6M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$23.5M |
FLOT Hedge Fund Activity: Q4 2023 in Review
628 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q4 2023, worth a combined $4.95B — down 2% from $5.05B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new FLOT positions and 53 closed out — a net gain of 22 holders — while 195 added to existing stakes and 279 trimmed.
The largest buyer was Northern Trust, adding an estimated $32.2M. The largest seller was Ameriprise, cutting an estimated $82M.
- 628 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q4 2023, up from 609 in Q3 2023.
- Funds reported $4.95B of iShares Floating Rate Bond ETF stock for Q4 2023, down 2% quarter-over-quarter.
- 75 funds opened new iShares Floating Rate Bond ETF positions in Q4 2023 and 53 closed out, a net change of +22 holders.
- The largest iShares Floating Rate Bond ETF buyer in Q4 2023 was Northern Trust, an estimated $32.2M added.
- The largest iShares Floating Rate Bond ETF seller in Q4 2023 was Ameriprise, an estimated $82M sold.
Based on aggregated 13F filings for Q4 2023.