iShares Floating Rate Bond EFLOTETF
13F holders, Q1 2024 (March 31)601holders
1famous investor
$51.07avg. 13F price*
At the end of Q1 2024, 601 institutions reported holding iShares Floating Rate Bond E (FLOT) in their 13F filings. The largest holders were Bank of America Corp. ($366.1M), BlackRock Inc. ($287.4M) and Morgan Stanley ($216.0M). One famous investor held it Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).
- Company
- iShares Floating Rate Bond E
- CUSIP
- 46429B655
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $37.1M |
| Exits | 66 | $57.5M |
Ownership 601 holders
| Bank of America Corp. | 0.04% | Reduce -6.3% | 7,169,762 | $366.1M |
| BlackRock Inc. | 0.01% | Reduce -21.8% | 5,629,611 | $287.4M |
| Morgan Stanley | 0.02% | Add +0.3% | 4,230,904 | $216.0M |
| Northern Trust Corp. | 0.04% | Reduce -3.0% | 4,181,423 | $213.5M |
| Franklin Resources Inc. | 0.06% | Reduce -1.1% | 3,483,507 | $177.9M |
| LPL Financial LLC | 0.09% | Add +6.3% | 3,198,183 | $163.3M |
| New York Life Investment Management LLC | 1.42% | Reduce -11.1% | 2,785,341 | $142.2M |
| UBS Group AG | 0.05% | Reduce -4.1% | 2,765,492 | $141.2M |
| PNC Financial Services Group, Inc. | 0.08% | Add +4.5% | 2,361,598 | $120.6M |
| Assetmark, Inc. | 0.39% | Reduce -3.6% | 2,347,791 | $119.9M |
| Wells Fargo & Company | 0.03% | Reduce -4.8% | 2,265,073 | $115.7M |
| Glenview Trust Co | 2.17% | Add +8.6% | 1,979,164 | $101.1M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -17.0% | 1,752,118 | $89.5M |
| Royal Bank of Canada | 0.02% | Add +3.0% | 1,505,204 | $76.9M |
| Angeles Investment Advisors, LLC | 4.05% | Add +261.6% | 1,491,500 | $76.2M |
| Renaissance Technologies | 0.12% | Reduce -3.8% | 1,455,500 | $74.3M |
| Ameriprise Financial Inc. | 0.02% | Reduce -0.2% | 1,339,061 | $68.4M |
| Haverford Trust Co | 0.63% | Add +5.3% | 1,186,233 | $60.6M |
| DAVENPORT & Co LLC | 0.34% | Add +3.3% | 1,068,425 | $54.6M |
| HSBC Holdings PLC | 0.04% | Add +17.3% | 1,065,079 | $54.4M |
| Flputnam Investment Management Co. | 1.08% | Add +9.1% | 995,324 | $50.8M |
| Advocacy Wealth Management, LLC | 4.11% | Reduce -8.5% | 935,314 | $47.8M |
| Truist Financial Corp. | 0.07% | Reduce -1.9% | 900,465 | $46.0M |
| Barings LLC | 1.14% | No change | 884,000 | $45.1M |
| Jane Street Group, LLC | 0.06% | Add +155.2% | 872,495 | $44.5M |
| Cetera Investment Advisers | 0.10% | Add +409.4% | 857,542 | $43.8M |
| TRUE Private Wealth Advisors | 4.78% | Add +0.2% | 816,830 | $41.7M |
| 1832 Asset Management L.P. | 0.07% | Reduce -1.9% | 753,503 | $38.5M |
| Demars Financial Group, LLC | 18.78% | Reduce -3.2% | 746,686 | $38.1M |
| MML Investors Services, LLC | 0.14% | Add +8.0% | 683,242 | $34.9M |
| Osaic Holdings, Inc. | 0.08% | Reduce -28.4% | 678,629 | $34.7M |
| Trustmark Bank Trust Department | 2.64% | Reduce -8.2% | 633,800 | $32.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -38.8% | 623,969 | $31.9M |
| Towercrest Capital Management | 5.37% | Add +6.0% | 623,098 | $31.8M |
| Modera Wealth Management, LLC | 0.45% | Reduce -30.2% | 580,154 | $29.6M |
| NewEdge Advisors, LLC | 0.25% | Add +5.9% | 556,957 | $28.4M |
| NorthCoast Asset Management LLC | 0.35% | Add +940.9% | 544,498 | $27.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -7.8% | 466,621 | $23.8M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.27% | Add +7.0% | 467,077 | $23.8M |
| Destination Wealth Management | 0.79% | Add +0.7% | 464,755 | $23.7M |
| Integrated Wealth Concepts LLC | 0.34% | Add +3.6% | 455,395 | $23.3M |
| Cape Cod Five Cents Savings Bank | 2.22% | Add +2.3% | 450,828 | $23.0M |
| Captrust Financial Advisors | 0.07% | Reduce -3.9% | 387,907 | $19.8M |
| Diversified Portfolios, Inc. | 2.77% | Add +93.0% | 385,168 | $19.7M |
| Willis Johnson & Associates, Inc. | 1.66% | Add +4.0% | 375,009 | $19.1M |
| Sigma Planning Corp | 0.60% | Add +119.0% | 371,010 | $18.9M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -0.6% | 366,536 | $18.7M |
| Stifel Financial Corp. | 0.02% | Reduce -7.8% | 366,229 | $18.7M |
| Rezny Wealth Management, Inc. | 6.41% | Reduce -3.8% | 352,600 | $18.0M |
| Atria Wealth Solutions, Inc. | 0.20% | Add +0.8% | 344,448 | $17.6M |
| Commonwealth Equity Services, LLC | 0.03% | Add +1.8% | 341,705 | $17.4M |
| Raymond James & Associates | 0.01% | Reduce -14.9% | 319,616 | $16.3M |
| LJI Wealth Management, LLC | 4.10% | Add +5.0% | 310,125 | $15.8M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +0.8% | 310,089 | $15.8M |
| Mariner, LLC | 0.03% | Reduce -6.5% | 307,911 | $15.7M |
| TCP Asset Management, LLC | 3.85% | Add +1185.9% | 285,081 | $14.6M |
| Probity Advisors, Inc. | 2.67% | Reduce -4.0% | 252,857 | $12.9M |
| Beacon Financial Group | 1.47% | Reduce -7.5% | 251,547 | $12.8M |
| Cwm, LLC | 0.06% | Reduce -1.8% | 247,448 | $12.6M |
| Betterment LLC | 0.03% | Add +40.8% | 238,709 | $12.2M |
| Semmax Financial Advisors Inc. | 3.99% | Add +1.3% | 237,653 | $12.1M |
| US Bancorp \de | 0.02% | Reduce -3.6% | 237,115 | $12.1M |
| HighTower Advisors, LLC | 0.02% | Reduce -59.1% | 232,972 | $11.9M |
| OneDigital Investment Advisors LLC | 0.19% | Add +12.8% | 231,114 | $11.8M |
| Alliance Wealth Management Group | 3.46% | Add +7.8% | 230,934 | $11.8M |
| Occidental Asset Management, LLC | 2.20% | Add +4.7% | 230,728 | $11.8M |
| Rockefeller Capital Management L.P. | 0.03% | Add +135.5% | 230,385 | $11.8M |
| Colonial Trust Advisors | 1.08% | Reduce -1.8% | 213,463 | $10.9M |
| Courier Capital LLC | 0.76% | Reduce -4.0% | 205,545 | $10.5M |
| Ifrah Financial Services, Inc. | 2.90% | Add +4.1% | 202,186 | $10.3M |
| Cary Street Partners Investment Advisory LLC | 0.43% | Reduce -5.4% | 200,352 | $10.2M |
| Cascade Wealth Advisors, Inc | 8.66% | — | 200,082 | $10.2M |
| RFG Advisory, LLC | 0.35% | Reduce -13.6% | 198,763 | $10.1M |
| United Capital Financial Advisors, LLC | 0.08% | Add +6.6% | 190,690 | $9.7M |
| Capital Advantage, Inc. | 1.95% | Reduce -37.1% | 188,344 | $9.6M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -8.1% | 187,012 | $9.5M |
| Rwa Wealth Partners, LLC | 0.13% | Reduce -0.0% | 184,090 | $9.4M |
| Castle Rock Wealth Management, LLC | 2.52% | Reduce -17.8% | 181,173 | $9.2M |
| McMorgan & Co. LLC | 1.53% | Reduce -50.3% | 174,043 | $8.9M |
| Ssi Investment Management LLC | 3.51% | Add +0.2% | 173,396 | $8.9M |
| Quantitative Strategies, Inc. | 4.98% | Add +7.1% | 169,271 | $8.6M |
| WESCAP Management Group, Inc. | 2.50% | Add +2.0% | 169,084 | $8.6M |
| James Investment Research, Inc. | 1.01% | Add +4.5% | 166,000 | $8.5M |
| MBM Wealth Consultants, LLC | 2.98% | Add +7.9% | 165,657 | $8.5M |
| Citigroup Inc. | 0.01% | Add +1.2% | 163,776 | $8.4M |
| Guggenheim Capital LLC | 0.06% | Add +22.0% | 163,445 | $8.3M |
| Windsor Capital Management, LLC | 2.57% | Reduce -0.1% | 162,406 | $8.3M |
| CreativeOne Wealth, LLC | 0.33% | Add +2.9% | 161,284 | $8.2M |
| Peapack Gladstone Financial Corp. | 0.13% | Reduce -0.7% | 158,847 | $8.1M |
| Scotia Capital Inc. | 0.05% | Reduce -14.6% | 157,924 | $8.1M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -4.0% | 152,697 | $7.8M |
| Carmel Capital Partners, LLC | 3.16% | Add +18.9% | 149,612 | $7.6M |
| Rosenblum Silverman Sutton S F Inc. | 2.14% | Add +1.4% | 147,955 | $7.6M |
| Piedmont Capital Management, LLC | 5.05% | Add +5.6% | 146,264 | $7.4M |
| Perennial Advisors, LLC | 1.72% | Add +3.3% | 144,623 | $7.4M |
| Proficio Capital Partners LLC | 0.80% | Reduce -10.4% | 142,285 | $7.3M |
| Allworth Financial LP | 0.05% | Reduce -56.1% | 141,701 | $7.2M |
| Grey Ledge Advisors, LLC | 2.03% | Add +22.2% | 141,053 | $7.2M |
| WealthTrust Asset Management, LLC | 5.40% | Add +9.7% | 138,810 | $7.1M |
| Thrivent Financial for Lutherans | 0.01% | Add +7.5% | 138,350 | $7.1M |
"% of holder's portfolio" is FLOT's weight in each manager's 13F, not the share of iShares Floating Rate Bond E the manager owns.