FLOT Institutional Ownership
iShares Floating Rate Bond ETF
1W: +0.1%
1M: +0.0%
3M: -0.1%
YTD: +0.7%
1Y: +1.1%
3Y: +13.6%
5Y: +20.6%
$50.89
+0.03 (+0.06%)
Weekly Expected Move ±0.2%
$51
$51
$51
$51
$51
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FLOT
742
Institutional Holders
+30 vs prior quarter
0.0%
Ownership
+0.00pp
6B
Total Invested
89
New Positions
286
Increased
266
Reduced
53
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (788 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 8,544,057 | 435M | -186,001 | -2.1% | 15Q | SEC ↗ |
| 2 | AMERIPRISE FINANCIAL INC | 7,372,129 | 375M | +1,092,553 | +17.4% | 16Q | SEC ↗ |
| 3 | MORGAN STANLEY | 6,592,155 | 335M | +193,963 | +3.0% | 60Q | SEC ↗ |
| 4 | NORTHERN TRUST CORP | 5,762,305 | 293M | +286,253 | +5.2% | 17Q | SEC ↗ |
| 5 | LPL Financial LLC | 5,466,922 | 278M | +974,441 | +21.7% | 54Q | SEC ↗ |
| 6 | New York Life Investment Management LL | 3,955,418 | 201M | +909,626 | +29.9% | 17Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN | 3,520,077 | 179M | +43,947 | +1.3% | 60Q | SEC ↗ |
| 8 | Glenview Trust Co | 3,145,977 | 160M | +15,849 | +0.5% | 39Q | SEC ↗ |
| 9 | FRANKLIN RESOURCES INC | 3,050,266 | 155M | +36,594 | +1.2% | 22Q | SEC ↗ |
| 10 | BlackRock, Inc. | 3,039,586 | 155M | +412,542 | +15.7% | 8Q | SEC ↗ |
| 11 | UBS Group AG | 2,314,490 | 118M | -196,743 | -7.8% | 47Q | SEC ↗ |
| 12 | HARTLINE INVESTMENT CORP | 2,163,813 | 110M | +755,890 | +53.7% | 15Q | SEC ↗ |
| 13 | ROYAL BANK OF CANADA | 2,143,534 | 109M | +380,659 | +21.6% | 60Q | SEC ↗ |
| 14 | Kensington Asset Management, LLC | 2,101,238 | 107M | +576,500 | +37.8% | 6Q | SEC ↗ |
| 15 | ASSETMARK, INC | 2,084,199 | 106M | +118,721 | +6.0% | 52Q | SEC ↗ |
| 16 | PNC Financial Services Group, Inc. | 2,075,529 | 106M | +46,075 | +2.3% | 15Q | SEC ↗ |
| 17 | RAYMOND JAMES FINANCIAL INC | 1,843,094 | 94M | +240,372 | +15.0% | 7Q | SEC ↗ |
| 18 | DAVENPORT & Co LLC | 1,474,897 | 75M | -7,111 | -0.5% | 15Q | SEC ↗ |
| 19 | JPMORGAN CHASE & CO | 1,354,166 | 69M | -41,612 | -3.0% | 57Q | SEC ↗ |
| 20 | NOMURA ASSET MANAGEMENT CO LTD NEW | 1,226,500 | 62M | — | +0.0% | 1Q | SEC ↗ |
| 21 | FLPUTNAM INVESTMENT MANAGEMENT CO | 1,108,482 | 56M | -177,856 | -13.8% | 19Q | SEC ↗ |
| 22 | Cetera Investment Advisers | 1,011,845 | 51M | -74,439 | -6.9% | 38Q | SEC ↗ |
| 23 | TRUIST FINANCIAL CORP | 1,010,394 | 51M | +8,521 | +0.9% | 32Q | SEC ↗ |
| 24 | OSAIC HOLDINGS, INC. | 879,949 | 45M | +113,207 | +14.8% | 26Q | SEC ↗ |
| 25 | Demars Financial Group, LLC | 841,052 | 43M | +133,658 | +18.9% | 27Q | SEC ↗ |
| 26 | ENVESTNET ASSET MANAGEMENT INC | 819,802 | 42M | -179,299 | -17.9% | 58Q | SEC ↗ |
| 27 | BARINGS LLC | 780,000 | 40M | — | +0.0% | 31Q | SEC ↗ |
| 28 | Walker Financial Services, Inc. | 732,529 | 37M | +82,249 | +12.6% | 4Q | SEC ↗ |
| 29 | LJI Wealth Management, LLC | 722,584 | 37M | +71,125 | +10.9% | 15Q | SEC ↗ |
| 30 | Cambridge Investment Research Advisors | 696,961 | 35M | +88,891 | +14.6% | 53Q | SEC ↗ |
| 31 | RMG Wealth Management LLC | 685,102 | 35M | +84,012 | +14.0% | 2Q | SEC ↗ |
| 32 | Destination Wealth Management | 681,091 | 35M | +3,053 | +0.5% | 52Q | SEC ↗ |
| 33 | Verdence Capital Advisors LLC | 675,708 | 34M | -96,581 | -12.5% | 35Q | SEC ↗ |
| 34 | Steward Partners Investment Advisory, | 666,239 | 34M | -443,372 | -40.0% | 39Q | SEC ↗ |
| 35 | GOLDMAN SACHS GROUP INC | 627,723 | 32M | +281,005 | +81.0% | 15Q | SEC ↗ |
| 36 | Focus Partners Wealth | 607,692 | 31M | +1,631 | +0.3% | 8Q | SEC ↗ |
| 37 | COMMONWEALTH EQUITY SERVICES, LLC | 597,003 | 30M | +65,396 | +12.3% | 35Q | SEC ↗ |
| 38 | US BANCORP \DE | 542,453 | 28M | +48,079 | +9.7% | 51Q | SEC ↗ |
| 39 | Towercrest Capital Management | 527,506 | 27M | -9,703 | -1.8% | 47Q | SEC ↗ |
| 40 | Occidental Asset Management, LLC | 520,622 | 26M | -18,340 | -3.4% | 14Q | SEC ↗ |
| 41 | LaFleur & Godfrey LLC | 484,553 | 25M | +18,419 | +4.0% | 53Q | SEC ↗ |
| 42 | CAPE COD FIVE CENTS SAVINGS BANK NEW | 481,741 | 25M | — | +0.0% | 1Q | SEC ↗ |
| 43 | Avior Wealth Management, LLC | 473,378 | 24M | +162,133 | +52.1% | 16Q | SEC ↗ |
| 44 | Mutual Advisors, LLC | 466,052 | 24M | +430,004 | +1192.9% | 35Q | SEC ↗ |
| 45 | STIFEL FINANCIAL CORP | 448,144 | 23M | +171,395 | +61.9% | 49Q | SEC ↗ |
| 46 | MCMORGAN & CO LLC | 441,517 | 22M | +144,256 | +48.5% | 18Q | SEC ↗ |
| 47 | HighTower Advisors, LLC | 436,810 | 22M | -33,227 | -7.1% | 52Q | SEC ↗ |
| 48 | Willis Johnson & Associates, Inc. | 429,723 | 22M | +22,879 | +5.6% | 23Q | SEC ↗ |
| 49 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 415,334 | 21M | +7,744 | +1.9% | 48Q | SEC ↗ |
| 50 | MML INVESTORS SERVICES, LLC | 413,476 | 21M | +74,141 | +21.8% | 37Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 1,226,500 | 62M |
| CAPE COD FIVE CENTS SAVINGS BANK | 481,741 | 25M |
| DDFG, Inc | 406,989 | 21M |
| ALLSTATE CORP | 333,563 | 17M |
| Tandem Wealth Advisors LLC | 269,317 | 14M |
| JANE STREET GROUP, LLC | 260,824 | 13M |
| BAILARD, INC. | 240,655 | 12M |
| Vertrix Wealth Management, LLC | 232,862 | 12M |
| Summit Portfolio Management, LTD. | 222,056 | 11M |
| CITADEL ADVISORS LLC | 162,640 | 8M |
| Corus Family Wealth Advisors | 161,383 | 8M |
| Cornerstone Wealth Management, LLC | 146,696 | 7M |
| R2 Capital Strategies, LLC | 121,159 | 6M |
| COMPASS FINANCIAL MANAGEMENT LLC | 116,171 | 6M |
| Riggs Asset Managment Co. Inc. | 113,820 | 6M |
| Global Retirement Partners, LLC | 103,912 | 5M |
| Lake Hills Wealth Management, LLC | 102,776 | 5M |
| Monument Capital Management | 99,394 | 5M |
| Alpine Bank Wealth Management | 93,608 | 5M |
| Knuff & Co LLC | 87,524 | 4M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MANUFACTURERS LIFE INSURANCE COMPAN | 937,692 | 48M |
| Tower Research Capital LLC (TRC) | 205,745 | 10M |
| Capital Advisory Group Advisory Ser | 177,457 | 9M |
| OLD MISSION CAPITAL LLC | 163,050 | 8M |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 57,365 | 3M |
| Advisors Preferred, LLC | 49,149 | 3M |
| MEITAV INVESTMENT HOUSE LTD | 40,364 | 2M |
| FLOW TRADERS U.S. LLC | 21,670 | 1M |
| INVENIO WEALTH PARTNERS LLC | 21,000 | 1M |
| Heck Capital Advisors, LLC | 20,629 | 1M |
| EFG International AG | 19,091 | 972K |
| Holos Integrated Wealth LLC | 15,670 | 797K |
| UNION SAVINGS BANK | 15,594 | 794K |
| Meridian Financial Partners LLC | 15,539 | 791K |
| Alexis Investment Partners, LLC | 14,764 | 751K |
| RiverTree Advisors, LLC | 13,889 | 707K |
| OBSIDIAN CIO, LLC | 13,775 | 701K |
| KFA Private Wealth Group, LLC | 13,627 | 693K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 13,301 | 677K |
| Wealthspire Advisors, LLC | 12,786 | 651K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AMERIPRISE FINANCIAL INC | +1,092,553 | +17.4% | 7,372,129 |
| LPL Financial LLC | +974,441 | +21.7% | 5,466,922 |
| New York Life Investment Management | +909,626 | +29.9% | 3,955,418 |
| HARTLINE INVESTMENT CORP | +755,890 | +53.7% | 2,163,813 |
| Kensington Asset Management, LLC | +576,500 | +37.8% | 2,101,238 |
| Mutual Advisors, LLC | +430,004 | +1192.9% | 466,052 |
| BlackRock, Inc. | +412,542 | +15.7% | 3,039,586 |
| ROYAL BANK OF CANADA | +380,659 | +21.6% | 2,143,534 |
| NORTHERN TRUST CORP | +286,253 | +5.2% | 5,762,305 |
| GOLDMAN SACHS GROUP INC | +281,005 | +81.0% | 627,723 |
| RAYMOND JAMES FINANCIAL INC | +240,372 | +15.0% | 1,843,094 |
| Turning Point Benefit Group, Inc. | +207,808 | +145.5% | 350,665 |
| MORGAN STANLEY | +193,963 | +3.0% | 6,592,155 |
| STIFEL FINANCIAL CORP | +171,395 | +61.9% | 448,144 |
| Avior Wealth Management, LLC | +162,133 | +52.1% | 473,378 |
| MCMORGAN & CO LLC | +144,256 | +48.5% | 441,517 |
| Demars Financial Group, LLC | +133,658 | +18.9% | 841,052 |
| Alesco Advisors, LLC, An ESL Co | +126,172 | +91.1% | 264,672 |
| ASSETMARK, INC | +118,721 | +6.0% | 2,084,199 |
| J.W. COLE ADVISORS, INC. | +115,355 | +535.6% | 136,894 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Steward Partners Investment Advisor | -443,372 | -40.0% | 666,239 |
| Proficio Capital Partners LLC | -338,379 | -98.6% | 4,943 |
| TriaGen Wealth Management LLC | -324,252 | -47.5% | 358,003 |
| CWM, LLC | -225,224 | -68.0% | 106,179 |
| UBS Group AG | -196,743 | -7.8% | 2,314,490 |
| BANK OF AMERICA CORP /DE | -186,001 | -2.1% | 8,544,057 |
| ENVESTNET ASSET MANAGEMENT INC | -179,299 | -17.9% | 819,802 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | -177,856 | -13.8% | 1,108,482 |
| Allianz Asset Management GmbH | -123,300 | -79.7% | 31,400 |
| OneDigital Investment Advisors LLC | -111,322 | -85.9% | 18,262 |
| Compound Planning, Inc. | -109,630 | -73.9% | 38,743 |
| Atria Investments, Inc | -106,142 | -64.6% | 58,137 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -101,604 | -95.8% | 4,408 |
| Verdence Capital Advisors LLC | -96,581 | -12.5% | 675,708 |
| Betterment LLC | -82,062 | -57.9% | 59,553 |
| Cetera Investment Advisers | -74,439 | -6.9% | 1,011,845 |
| Independent Advisor Alliance | -72,458 | -66.0% | 37,291 |
| Ascentis Independent Advisors | -52,356 | -75.4% | 17,082 |
| Financial Sense Advisors, Inc. | -49,153 | -12.7% | 338,106 |
| JPMORGAN CHASE & CO | -41,612 | -3.0% | 1,354,166 |