iShares Floating Rate Bond ETF (FLOT) Institutional Ownership

$50.96
-0.01 (-0.02%)
(As of 05/14/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares Floating Rate Bond ETF (BATS:FLOT)

Number of
Institutional Buyers
(last 12 months)
372
Total
Institutional Inflows
(last 12 months)
$1.78B
Number of
Institutional Sellers
(last 12 months)
341
Total
Institutional Outflows
(last 12 months)
$812.90M
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FLOT Institutional Buying and Selling by Quarter

iShares Floating Rate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2024LRI Investments LLC1,615$82K0.0%N/A0.001%
5/15/20241832 Asset Management L.P.753,503$38.47M0.0%-1.9%0.525%
5/15/2024Quadrature Capital Ltd15,851$809K0.0%N/A0.011%
5/14/2024Cadence Bank67,528$3.45M0.3%+41.2%0.047%
5/14/2024Advisors Asset Management Inc.5,958$304K0.0%-5.0%0.004%
5/14/2024Axxcess Wealth Management LLC60,892$3.11M0.1%+11.3%0.042%
5/14/2024CreativeOne Wealth LLC161,284$8.24M0.3%+2.9%0.112%
5/14/2024Sax Wealth Advisors LLC76,493$3.91M0.5%+5.6%0.053%
5/13/2024 Penobscot Investment Management Company Inc.91,016$4.65M0.5%+4.0%0.063%
5/11/2024 Trustmark National Bank Trust Department633,800$32.36M2.6%-8.2%0.441%
5/11/2024 Beaumont Financial Advisors LLC4,924$251K0.0%-5.7%0.003%
5/11/2024 Edgestream Partners L.P.35,642$1.82M0.1%+12.6%0.025%
5/10/2024 Osaic Holdings Inc.678,629$34.65M0.1%-28.4%0.473%
5/10/2024 Towercrest Capital Management623,098$31.82M5.3%+6.1%0.434%
5/10/2024 ARK & TLK Investments LLC5,736$293K0.1%-43.5%0.004%
5/10/2024 Banco Santander S.A.89,609$4.58M0.1%-15.0%0.062%
5/10/2024 Wintrust Investments LLC96,717$4.94M0.4%+23.7%0.067%
5/9/2024 Orion Portfolio Solutions LLC39,812$2.03M0.0%+20.9%0.028%
5/9/2024 Midwest Professional Planners LTD.16,514$843K0.3%+2.2%0.012%
5/9/2024 Kingsview Wealth Management LLC79,742$4.07M0.1%+13.3%0.056%
5/9/2024 Fortis Capital Advisors LLC8,527$435K0.2%N/A0.006%
5/9/2024 New Insight Wealth Advisors13,413$685K0.4%-35.0%0.009%
5/9/2024 Koshinski Asset Management Inc.4,703$240K0.0%N/A0.003%
5/8/2024 Darden Wealth Group Inc69,528$3.55M2.8%+26.3%0.048%
5/8/2024 Avantax Advisory Services Inc.55,476$2.83M0.0%-29.7%0.039%
5/8/2024 US Bancorp DE237,115$12.11M0.0%-3.6%0.165%
5/7/2024 WNY Asset Management LLC21,329$1.09M0.2%-5.0%0.015%
5/7/2024 Significant Wealth Partners LLC14,959$764K0.5%N/A0.010%
5/7/2024 Atomi Financial Group Inc.58,083$2.97M0.3%+68.2%0.040%
5/7/2024 Smithfield Trust Co10,948$558K0.0%-60.1%0.008%
5/7/2024 NTV Asset Management LLC30,701$1.57M0.2%+83.5%0.021%
5/7/2024 Benedetti & Gucer Inc.12,440$635K0.3%-15.7%0.009%
5/7/2024 Oppenheimer & Co. Inc.133,606$6.82M0.1%+1.0%0.093%
5/7/2024 Insight Advisors LLC PA4,570$233K0.0%-11.1%0.003%
5/7/2024 Howard Wealth Management LLC5,659$289K0.2%-11.4%0.004%
5/6/2024 Envestnet Portfolio Solutions Inc.65,471$3.34M0.0%+10.7%0.046%
5/6/2024 Advisory Services Network LLC82,579$4.22M0.1%+5.4%0.058%
5/4/2024 Geneos Wealth Management Inc.16,444$840K0.0%-4.8%0.011%
5/4/2024 DAVENPORT & Co LLC1,068,425$54.55M0.3%+3.3%0.744%
5/4/2024 Riggs Asset Managment Co. Inc.60,030$3.07M0.9%-2.9%0.042%
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5/4/2024 Csenge Advisory Group30,701$1.57M0.1%+7.9%0.021%
5/4/2024 Joseph P. Lucia & Associates LLC23,101$1.18M0.6%-3.0%0.016%
5/3/2024 Embree Financial Group7,284$372K0.1%-4.0%0.005%
5/3/2024 Avidian Wealth Solutions LLC22,646$1.16M0.1%+7.0%0.016%
5/3/2024 WealthTrust Asset Management LLC138,810$7.09M5.4%+9.7%0.097%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors52,730$2.69M0.3%+11.5%0.037%
5/3/2024 Rehmann Capital Advisory Group4,180$213K0.0%-41.0%0.003%
5/3/2024 Proficio Capital Partners LLC142,285$7.27M0.8%-10.4%0.099%
5/3/2024 Central Pacific Bank Trust Division86,286$4.39M0.5%N/A0.060%
5/3/2024 Whittier Trust Co.4,555$233K0.0%-78.2%0.003%
5/2/2024 Financial Counselors Inc.24,833$1.27M0.0%+514.7%0.017%
5/2/2024 Haverford Trust Co1,186,233$60.57M0.6%+5.3%0.826%
5/2/2024 GSB Wealth Management LLC141,053$7.20M2.0%+22.2%0.098%
5/2/2024 Thompson Davis & CO. Inc.7,945$406K0.3%-7.4%0.006%
5/2/2024 Elevate Wealth Advisory Inc.4,262$218K0.2%-45.3%0.003%
5/2/2024 Bryn Mawr Capital Management LLC3,754$192K0.0%-77.5%0.003%
5/2/2024 Alliance Wealth Management Group230,934$11.79M3.4%+7.8%0.161%
5/1/2024 Paces Ferry Wealth Advisors LLC125,877$6.43M4.1%+1.9%0.088%
5/1/2024 5th Street Advisors LLC82,759$4.23M2.4%N/A0.058%
5/1/2024 Janney Montgomery Scott LLC187,012$9.55M0.0%-8.1%0.130%
5/1/2024 BNP Paribas Financial Markets77,567$3.96M0.0%+70.5%0.054%
5/1/2024 Concourse Financial Group Securities Inc.3,695$189K0.0%+8.0%0.003%
5/1/2024 Avior Wealth Management LLC83,505$4.26M0.2%+163,635.3%0.058%
5/1/2024 Retirement Group LLC22,731$1.16M0.4%+1,051.5%0.016%
5/1/2024 Sequoia Financial Advisors LLC6,771$346K0.0%+12.5%0.005%
5/1/2024 Diversify Advisory Services LLC11,408$580K0.0%N/A0.008%
4/30/2024 Private Advisor Group LLC116,422$5.95M0.0%+4.3%0.081%
4/30/2024 J.W. Cole Advisors Inc.18,544$947K0.0%+29.3%0.013%
4/30/2024 Astor Investment Management LLC28,161$1.44M0.6%-59.6%0.020%
4/30/2024 Hartline Investment Corp82,201$4.20M0.7%+270.8%0.057%
4/30/2024 SpiderRock Advisors LLC6,151$314K0.0%N/A0.004%
4/30/2024 Arkadios Wealth Advisors73,120$3.73M0.3%-8.4%0.051%
4/30/2024 Naples Global Advisors LLC5,280$270K0.0%+3.9%0.004%
4/30/2024 Perigon Wealth Management LLC34,984$1.79M0.1%+73.7%0.024%
4/30/2024 Independent Family Office LLC9,420$481K0.3%-9.6%0.007%
4/30/2024 Unionview LLC4,011$205K0.2%-11.1%0.003%
4/29/2024Commonwealth Equity Services LLC341,705$17.45M0.0%+1.8%0.238%
4/29/2024 Principal Financial Group Inc.23,475$1.20M0.0%-57.3%0.016%
4/29/2024 ETF Store Inc.67,937$3.47M2.0%+1.7%0.047%
4/29/2024 Sierra Capital LLC135,644$6.93M0.9%-5.6%0.094%
4/29/2024 Union Savings Bank31,284$1.60M0.8%-1.0%0.022%
4/27/2024 Glass Jacobson Investment Advisors llc71,952$3.67M1.4%+2.4%0.050%
4/26/2024 Pinnacle Associates Ltd.14,810$756K0.0%-35.3%0.010%
4/26/2024 Northwest Bancshares Inc.8,814$450K0.1%-7.4%0.006%
4/26/2024 Schmidt P J Investment Management Inc.5,362$274K0.1%N/A0.004%
4/26/2024 Farmers & Merchants Trust Co of Chambersburg PA3,548$181K0.1%+152.2%0.002%
4/26/2024 SlateStone Wealth LLC16,875$862K0.1%+34.2%0.012%
4/26/2024 Verdence Capital Advisors LLC66,363$3.39M0.3%-11.7%0.046%
4/25/2024 TRUE Private Wealth Advisors816,830$41.71M4.8%+0.2%0.569%
4/25/2024 Carmel Capital Partners LLC149,612$7.64M3.2%+18.9%0.104%
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4/25/2024 Professional Financial Advisors LLC16,806$858K0.2%-28.4%0.012%
4/25/2024 Capital Investment Advisory Services LLC11,060$565K0.1%+94.7%0.008%
4/25/2024 Triumph Capital Management14,175$724K0.3%-63.3%0.010%
4/25/2024 Klaas Financial Asset Advisors LLC14,762$754K0.2%-4.8%0.010%
4/25/2024 Summit Financial LLC25,309$1.29M0.1%+17.0%0.018%
4/24/2024 Leavell Investment Management Inc.36,648$1.87M0.1%+18.7%0.026%
4/24/2024 CENTRAL TRUST Co16,929$864K0.0%+5.9%0.012%
4/24/2024 Demars Financial Group LLC746,686$38.13M18.8%-3.2%0.520%
4/24/2024 Spire Wealth Management6,758$345K0.0%-9.1%0.005%
4/23/2024 Charter Oak Capital Management LLC10,262$524K0.1%-29.4%0.007%
(Data available from 1/1/2016 forward)

FLOT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FLOT shares?

During the previous two years, 823 institutional investors and hedge funds held shares of iShares Floating Rate Bond ETF. The most heavily invested institutionals were Bank of America Corp DE ($534.43M), BlackRock Inc. ($257.11M), Northern Trust Corp ($218.20M), Franklin Resources Inc. ($178.37M), LPL Financial LLC ($158.78M), New York Life Investment Management LLC ($158.55M), and Ameriprise Financial Inc. ($150.68M).Learn more on FLOT's institutional investors.

Which institutional investors have been buying iShares Floating Rate Bond ETF stock?

Of the 677 institutional investors that purchased iShares Floating Rate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($7.48M), Rezny Wealth Management Inc. ($6.23M), Franklin Resources Inc. ($3.65M), Bank of America Corp DE ($2.76M), New York Life Investment Management LLC ($2.72M), Jane Street Group LLC ($2.26M), and Providence Capital Advisors LLC ($1.99M).

How much institutional buying is happening at iShares Floating Rate Bond ETF?

Institutional investors have bought a total of 79,654,159 shares in the last 24 months. This purchase volume represents approximately $4.02B in transactions.

Which iShares Floating Rate Bond ETF major shareholders have been selling company stock?

Of the 535 institutional investors that sold iShares Floating Rate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allworth Financial LP ($8.09M), Bank of America Corp DE ($4.00M), FMR LLC ($2.57M), UBS Group AG ($2.19M), Envestnet Asset Management Inc. ($2.05M), US Bancorp DE ($1.32M), and Advocacy Wealth Management Services LLC ($1.18M).

How much institutional selling is happening at iShares Floating Rate Bond ETF?

Institutional investors have sold a total of 55,714,885 shares in the last 24 months. This volume of shares sold represents approximately $2.81B in transactions.


This page (BATS:FLOT) was last updated on 5/15/2024 by MarketBeat.com Staff

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