iShares Floating Rate Bond ETF
FLOT
657 hedge funds and large institutions have $5.7B invested in iShares Floating Rate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 238 increasing their positions, 221 reducing their positions, and 40 closing their positions.
150% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 40
30% more funds holding in top 10
Funds holding in top 10: 30 → 39 (+9)
23.5% more ownership
Funds ownership: 64.58% → 88.08% (+23%)
19% more capital invested
Capital invested by funds: $4.8B → $5.7B (+$899M)
9% more funds holding
Funds holding: 604 → 657 (+53)
8% more repeat investments, than reductions
Existing positions increased: 238 | Existing positions reduced: 221
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DFG
Demars Financial Group
Spokane Valley,
Washington
|
+$1.9B |
| 2 |
JP Morgan Chase
New York
|
+$36.6M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$24M |
| 4 |
MC
McMorgan & Co
San Francisco,
California
|
+$21.1M |
| 5 |
NYLIM
New York Life Investment Management
New York
|
+$17.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$96.3M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$89.4M |
| 3 |
BlackRock
New York
|
-$72.5M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$24M |
| 5 |
TNBTD
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
-$20.9M |
FLOT Hedge Fund Activity: Q4 2024 in Review
657 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q4 2024, worth a combined $5.7B — up 19% from $4.8B a quarter earlier.
Buyers outnumbered sellers: 100 funds opened new FLOT positions and 40 closed out — a net gain of 60 holders — while 238 added to existing stakes and 221 trimmed.
The largest buyer was Demars Financial Group, adding an estimated $1.9B. The largest seller was Franklin Resources, cutting an estimated $96.3M.
- 657 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q4 2024, up from 604 in Q3 2024.
- Funds reported $5.7B of iShares Floating Rate Bond ETF stock for Q4 2024, up 19% quarter-over-quarter.
- 100 funds opened new iShares Floating Rate Bond ETF positions in Q4 2024 and 40 closed out, a net change of +60 holders.
- The largest iShares Floating Rate Bond ETF buyer in Q4 2024 was Demars Financial Group, an estimated $1.9B added.
- The largest iShares Floating Rate Bond ETF seller in Q4 2024 was Franklin Resources, an estimated $96.3M sold.
Based on aggregated 13F filings for Q4 2024.