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iShares Floating Rate Bond ETF (FLOT) Institutional Ownership

iShares Floating Rate Bond ETF logo
$50.91 +0.01 (+0.02%)
As of 01/3/2025

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

Number of
Institutional Buyers
(last 12 months)
363
Total
Institutional Inflows
(last 12 months)
$860.31M
Number of
Institutional Sellers
(last 12 months)
298
Total
Institutional Outflows
(last 12 months)
$528.85M
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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
1/3/2025Central Pacific Bank Trust Division40,870$2.08M0.3%-40.1%0.028%
1/3/2025Integrated Capital Management LLC6,514$331K0.2%-3.8%0.005%
1/3/2025Waller Financial Planning Group Inc.40,308$2.05M0.5%-2.6%0.028%
12/26/2024JPMorgan Chase & Co.695,321$35.49M0.0%+15.2%0.484%
12/19/2024Independent Solutions Wealth Management LLC14,562$743K0.2%N/A0.010%
12/19/2024Principal Financial Group Inc.20,300$1.04M0.0%-51.8%0.014%
12/13/2024B. Riley Wealth Advisors Inc.31,556$1.61M0.0%-2.2%0.022%
12/6/2024Logan Capital Management Inc.482$25K0.0%N/A0.000%
12/2/2024Beaird Harris Wealth Management LLC36,362$1.86M0.2%N/A0.025%
11/27/2024Franklin Resources Inc.4,723,569$240.43M0.1%+31.0%3.289%
11/26/2024Peapack Gladstone Financial Corp141,560$7.23M0.1%-5.4%0.099%
11/25/2024Synovus Financial Corp22,125$1.13M0.0%-2.6%0.015%
11/25/2024Destination Wealth Management474,747$24.23M0.8%+2.3%0.331%
11/25/2024World Investment Advisors LLC11,320$578K0.0%N/A0.008%
11/25/2024Sanctuary Advisors LLC103,726$5.29M0.0%+14.2%0.072%
11/25/2024Pine Valley Investments Ltd Liability Co14,350$732K0.0%+1.5%0.010%
11/19/2024Hohimer Wealth Management LLC8,255$421K0.1%-3.5%0.006%
11/18/2024Rehmann Capital Advisory Group3,971$203K0.0%-25.1%0.003%
11/18/2024Arete Wealth Advisors LLC51,068$2.61M0.2%+18.1%0.036%
11/18/2024Continental Investors Services Inc.7,884$401K0.8%+2.6%0.005%
11/15/2024M&T Bank Corp11,100$567K0.0%-34.5%0.008%
11/15/2024Continuum Advisory LLC2,190$112K0.0%-9.3%0.002%
11/15/2024Cape Cod Five Cents Savings Bank436,382$22.30M2.1%-3.2%0.304%
11/15/2024Glass Jacobson Investment Advisors llc77,630$3.96M1.3%+3.5%0.054%
11/15/2024MML Investors Services LLC659,035$33.64M0.1%-5.5%0.459%
11/15/2024Mosaic Financial Group LLC14,432$737K0.5%-17.0%0.010%
11/15/2024Orion Portfolio Solutions LLC42,455$2.17M0.0%+8.9%0.030%
11/15/2024Glen Eagle Advisors LLC1,490$76K0.0%-20.7%0.001%
11/15/2024EP Wealth Advisors LLC8,608$439K0.0%-3.3%0.006%
11/15/2024Jane Street Group LLC170,862$8.72M0.0%+512.0%0.119%
11/15/2024Kovitz Investment Group Partners LLC582,933$29.75M0.2%+2.3%0.406%
11/15/2024WESCAP Management Group Inc.168,469$8.60M2.2%-2.4%0.117%
11/15/2024Weaver Consulting Group102,336$5.22M1.7%+4.3%0.071%
11/15/2024Stifel Financial Corp424,002$21.64M0.0%-6.3%0.295%
11/15/2024IHT Wealth Management LLC6,669$340K0.0%+16.6%0.005%
11/15/2024Integrated Wealth Concepts LLC229,208$11.70M0.1%+510.0%0.160%
11/15/2024HighTower Advisors LLC323,873$16.52M0.0%+19.1%0.226%
11/15/2024Hilltop Holdings Inc.85,394$4.36M0.3%+16.1%0.059%
11/15/2024Ascent Group LLC5,777$295K0.0%-3.7%0.004%
11/14/2024Semmax Financial Advisors Inc.250,758$12.77M3.5%-2.0%0.175%
11/14/2024Encompass More Asset Management55,113$2.81M1.1%N/A0.038%
11/14/2024Edgestream Partners L.P.20,895$1.07M0.0%+17.9%0.015%
11/14/2024TRUE Private Wealth Advisors846,570$43.21M5.2%-25.8%0.590%
11/14/2024Captrust Financial Advisors386,649$19.74M0.1%-11.6%0.269%
11/14/2024Rockefeller Capital Management L.P.148,343$7.57M0.0%-19.1%0.103%
11/14/2024CreativeOne Wealth LLC188,627$9.63M0.3%+26.2%0.131%
11/13/2024Cadence Bank83,864$4.28M0.3%+8.6%0.058%
11/13/2024Transamerica Financial Advisors Inc.45,379$2.32M0.2%+140.4%0.032%
11/13/2024BNP Paribas Financial Markets226,764$11.57M0.0%+356.6%0.158%
11/13/2024FMR LLC2,697$138K0.0%-24.6%0.002%
11/13/2024D.A. Davidson & CO.46,482$2.37M0.0%+4.5%0.032%
11/13/2024Bank of Montreal Can56,848$2.90M0.0%+25.2%0.040%
11/13/2024Private Trust Co. NA10,358$529K0.1%+133.1%0.007%
11/13/2024Alliance Wealth Management Group240,330$12.27M3.2%-1.4%0.167%
11/12/2024Centaurus Financial Inc.19,455$993K0.1%+25.0%0.014%
11/12/2024MGB Wealth Management LLC19,836$1.01M0.4%+43.1%0.014%
11/12/2024Towercrest Capital Management633,385$32.33M5.1%-3.3%0.441%
11/12/2024Kingsview Wealth Management LLC30,290$1.55M0.0%-10.8%0.021%
11/12/2024Alesco Advisors LLC14,695$750K0.0%-2.2%0.010%
11/12/2024Certified Advisory Corp9,919$506K0.1%-6.2%0.007%
11/12/2024Flagstar Advisors Inc.22,307$1.14M0.3%+1.4%0.016%
11/12/2024Citigroup Inc.164,321$8.39M0.0%+0.2%0.114%
11/12/2024Darden Wealth Group Inc73,132$3.73M2.7%+5.5%0.051%
11/12/2024Banco Santander S.A.108,425$5.53M0.1%-3.0%0.076%
11/12/2024Smithfield Trust Co10,255$523K0.0%-6.3%0.007%
11/9/2024LPL Financial LLC3,406,304$173.86M0.1%-2.6%2.372%
11/9/2024Trustmark National Bank Trust Department664,437$33.91M2.6%+1.6%0.463%
11/9/2024SSI Investment Management LLC90,939$4.64M0.3%-47.0%0.063%
11/8/2024EverSource Wealth Advisors LLC75,611$3.86M0.2%+6.7%0.053%
11/8/2024Darwin Wealth Management LLC535$27K0.0%N/A0.000%
11/8/2024First Horizon Advisors Inc.7,455$381K0.0%+28.6%0.005%
11/8/2024Advisors Asset Management Inc.2,132$109K0.0%-47.7%0.001%
11/8/2024Northwest Bancshares Inc.8,164$417K0.1%-2.6%0.006%
11/8/2024Thompson Davis & CO. Inc.13,512$690K0.5%+46.9%0.009%
11/8/2024Kraft Davis & Associates LLC6,021$307K0.1%-26.0%0.004%
11/8/2024Avior Wealth Management LLC168,817$8.62M0.3%-1.4%0.118%
11/8/2024PNC Financial Services Group Inc.2,207,193$112.66M0.1%-5.8%1.537%
11/8/2024Banque Cantonale Vaudoise720$37K0.0%-79.3%0.001%
11/8/2024Wrapmanager Inc.45,794$2.34M0.6%+22.1%0.032%
11/8/2024Prospera Financial Services Inc15,579$795K0.0%+233.3%0.011%
11/7/2024Knuff & Co LLC7,000$357K0.1%-54.8%0.005%
11/7/2024OneAscent Wealth Management LLC12,600$643K0.2%N/A0.009%
11/7/2024ETF Store Inc.38,333$1.96M2.0%-6.3%0.027%
11/7/2024Thrivent Financial for Lutherans110,541$5.64M0.0%-13.5%0.077%
11/7/2024Obsidian Personal Planning Solutions LLC136,101$6.95M3.4%+12.3%0.095%
11/6/2024LJI Wealth Management LLC340,632$17.39M3.6%+3.6%0.237%
11/6/2024Coastline Trust Co6,905$352K0.0%N/A0.005%
11/6/2024Archer Investment Corp2,064$105K0.0%-71.3%0.001%
11/6/2024Vectors Research Management LLC40,716$2.08M0.6%-4.0%0.028%
11/6/2024OneDigital Investment Advisors LLC317,958$16.23M0.2%+17.5%0.221%
11/6/2024Diversified Portfolios Inc.654,493$33.41M3.8%+5.9%0.456%
11/6/2024Lifeworks Advisors LLC4,453$227K0.0%+13.5%0.003%
11/6/2024Black Swift Group LLC4,825$246K0.1%N/A0.003%
11/6/2024Oppenheimer & Co. Inc.136,647$6.97M0.1%+4.3%0.095%
11/6/2024Pinnacle Financial Partners Inc19,417$991K0.0%-17.7%0.014%
11/6/2024Hartline Investment Corp398,935$20.36M2.5%+284.6%0.278%
11/5/2024Haverford Trust Co1,167,867$59.61M0.6%+1.4%0.813%
11/5/2024First Heartland Consultants Inc.8,514$435K0.0%+10.5%0.006%
11/5/2024Prime Capital Investment Advisors LLC25,905$1.32M0.0%-11.3%0.018%
11/5/2024Harbour Investments Inc.20,349$1.04M0.0%+8.3%0.014%
(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, 770 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), Franklin Resources Inc. ($240.43M), Northern Trust Corp ($218.20M), LPL Financial LLC ($173.86M), Ameriprise Financial Inc. ($150.68M), UBS Group AG ($146.00M), and New York Life Investment Management LLC ($131.47M).Learn more on FLOT's institutional investors.

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

Of the 596 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), New York Life Investment Management LLC ($2.72M), Providence Capital Advisors LLC ($1.99M), Ameriprise Financial Inc. ($1.80M), Northern Trust Corp ($1.76M), Franklin Resources Inc. ($1.48M), and Assetmark Inc. ($1.36M).

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

Institutional investors have bought a total of 55,303,664 shares in the last 24 months. This purchase volume represents approximately $2.81B in transactions.

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

Of the 498 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 ($7.16M), Bank of America Corp DE ($4.00M), UBS Group AG ($1.70M), Envestnet Asset Management Inc. ($1.51M), PNC Financial Services Group Inc. ($1.19M), Osaic Holdings Inc. ($1.14M), and Advocacy Wealth Management Services LLC ($1.12M).

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

Institutional investors have sold a total of 45,422,570 shares in the last 24 months. This volume of shares sold represents approximately $2.30B in transactions.



This page (BATS:FLOT) was last updated on 1/6/2025 by MarketBeat.com Staff
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