iShares Floating Rate Bond EFLOTETF
13F holders, Q2 2024 (June 30)623holders +22
53new positions
38sold out
1famous investor
$50.98avg. 13F price*
At the end of Q2 2024, 623 institutions reported holding iShares Floating Rate Bond E (FLOT) in their 13F filings, up 22 from Q1 2024. 53 opened new positions and 38 sold out. The largest holders were Bank of America Corp. ($399.8M), Northern Trust Corp. ($266.2M) and BlackRock Inc. ($246.4M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $46.2M |
| Exits | 38 | $39.2M |
All 13F filers, Q1 2024 → Q2 2024: 9,632,782 shares bought and 6,345,896 shares sold, net +3,286,886 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 623 holders
| Bank of America Corp. | 0.04% | Add +9.1% | 7,825,249 | $399.8M |
| Northern Trust Corp. | 0.04% | Add +24.6% | 5,209,796 | $266.2M |
| BlackRock Inc. | 0.01% | Reduce -14.3% | 4,823,677 | $246.4M |
| Morgan Stanley | 0.02% | Add +9.2% | 4,620,296 | $236.1M |
| Franklin Resources Inc. | 0.06% | Add +3.5% | 3,605,326 | $184.2M |
| LPL Financial LLC | 0.09% | Add +9.3% | 3,496,186 | $178.6M |
| UBS Group AG | 0.04% | Reduce -2.8% | 2,689,038 | $137.4M |
| New York Life Investment Management LLC | 1.32% | Reduce -7.6% | 2,573,228 | $131.5M |
| Wells Fargo & Company | 0.03% | Add +7.3% | 2,429,922 | $124.1M |
| Assetmark, Inc. | 0.38% | Add +1.2% | 2,375,122 | $121.3M |
| PNC Financial Services Group, Inc. | 0.08% | Reduce -0.8% | 2,343,771 | $119.7M |
| Glenview Trust Co | 2.27% | Add +11.8% | 2,211,852 | $113.0M |
| Envestnet Asset Management Inc. | 0.04% | Add +12.3% | 1,968,004 | $100.5M |
| Royal Bank of Canada | 0.02% | Add +6.3% | 1,599,936 | $81.7M |
| Renaissance Technologies | 0.13% | Reduce -0.1% | 1,454,300 | $74.3M |
| HSBC Holdings PLC | 0.04% | Add +18.3% | 1,259,703 | $64.4M |
| Ameriprise Financial Inc. | 0.02% | Reduce -11.4% | 1,185,749 | $60.6M |
| Haverford Trust Co | 0.62% | Reduce -2.9% | 1,151,755 | $58.8M |
| TRUE Private Wealth Advisors | 6.60% | Add +39.6% | 1,140,216 | $58.3M |
| DAVENPORT & Co LLC | 0.35% | Add +1.2% | 1,081,646 | $55.3M |
| Crane Advisory, LLC | 9.65% | Add +24865.5% | 982,642 | $50.0M |
| Cetera Investment Advisers | 0.11% | Add +13.8% | 975,934 | $49.9M |
| Flputnam Investment Management Co. | 0.91% | Reduce -4.6% | 949,878 | $48.5M |
| Truist Financial Corp. | 0.07% | Reduce -1.1% | 890,570 | $45.5M |
| Barings LLC | 1.09% | Reduce -1.6% | 870,000 | $44.4M |
| Angeles Investment Advisors, LLC | 2.19% | Reduce -43.5% | 842,000 | $43.0M |
| 1832 Asset Management L.P. | 0.07% | Add +1.8% | 766,924 | $39.2M |
| Demars Financial Group, LLC | 18.03% | Reduce -1.4% | 736,303 | $37.6M |
| MML Investors Services, LLC | 0.14% | Add +2.1% | 697,727 | $35.6M |
| NewEdge Advisors, LLC | 0.25% | Add +22.7% | 683,157 | $34.9M |
| Towercrest Capital Management | 5.51% | Add +5.1% | 654,748 | $33.5M |
| Trustmark Bank Trust Department | 2.68% | Add +3.2% | 653,973 | $33.4M |
| Diversified Portfolios, Inc. | 4.16% | Add +60.4% | 617,966 | $31.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.3% | 603,635 | $30.8M |
| Osaic Holdings, Inc. | 0.07% | Reduce -13.9% | 584,431 | $29.9M |
| NorthCoast Asset Management LLC | 0.25% | Add +4.6% | 569,726 | $29.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.30% | Add +18.4% | 552,979 | $28.3M |
| Modera Wealth Management, LLC | 0.41% | Reduce -7.0% | 539,374 | $27.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.3% | 465,088 | $23.8M |
| Destination Wealth Management | 0.78% | Reduce -0.1% | 464,156 | $23.7M |
| Stifel Financial Corp. | 0.03% | Add +23.5% | 452,347 | $23.1M |
| Captrust Financial Advisors | 0.07% | Add +12.8% | 437,507 | $22.4M |
| Cape Cod Five Cents Savings Bank | 2.16% | Reduce -3.2% | 436,382 | $22.3M |
| Willis Johnson & Associates, Inc. | 1.71% | Add +9.1% | 409,278 | $20.9M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +11.0% | 406,856 | $20.8M |
| Comerica Bank | 0.08% | Add +406.1% | 365,835 | $18.7M |
| Sigma Planning Corp | 0.57% | Reduce -4.5% | 354,437 | $18.1M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -3.8% | 328,883 | $16.8M |
| LJI Wealth Management, LLC | 3.72% | Add +6.0% | 328,860 | $16.8M |
| Atria Wealth Solutions, Inc. | 0.18% | Reduce -5.6% | 325,187 | $16.6M |
| Mariner, LLC | 0.03% | Add +2.5% | 315,751 | $16.1M |
| Raymond James & Associates | 0.01% | Reduce -1.2% | 315,638 | $16.1M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +0.0% | 310,182 | $15.8M |
| TCP Asset Management, LLC | 3.87% | Add +5.1% | 299,580 | $15.3M |
| Rezny Wealth Management, Inc. | 3.85% | Reduce -20.0% | 281,979 | $14.4M |
| HighTower Advisors, LLC | 0.02% | Add +16.8% | 272,010 | $13.9M |
| OneDigital Investment Advisors LLC | 0.17% | Add +17.1% | 270,514 | $13.8M |
| Betterment LLC | 0.03% | Add +7.7% | 257,157 | $13.1M |
| US Bancorp \de | 0.02% | Add +8.1% | 256,349 | $13.1M |
| Semmax Financial Advisors Inc. | 3.91% | Add +7.6% | 255,753 | $13.0M |
| Toronto Dominion Bank | 0.02% | New | 250,000 | $12.8M |
| Occidental Asset Management, LLC | 2.19% | Add +5.9% | 244,367 | $12.5M |
| Alliance Wealth Management Group | 3.55% | Add +5.5% | 243,623 | $12.4M |
| Proficio Capital Partners LLC | 1.29% | Add +69.2% | 240,768 | $12.3M |
| Cwm, LLC | 0.06% | Reduce -3.2% | 239,519 | $12.2M |
| Beacon Financial Group | 1.38% | Reduce -5.6% | 237,386 | $12.1M |
| Cascade Wealth Advisors, Inc | 8.88% | Add +17.6% | 235,224 | $12.0M |
| Scotia Capital Inc. | 0.07% | Add +48.1% | 233,956 | $12.0M |
| Colonial Trust Advisors | 1.14% | Add +9.3% | 233,416 | $11.9M |
| McMorgan & Co. LLC | 1.87% | Add +32.5% | 230,700 | $11.8M |
| Probity Advisors, Inc. | 2.31% | Reduce -13.8% | 218,091 | $11.1M |
| Ifrah Financial Services, Inc. | 2.99% | Add +2.2% | 206,627 | $10.6M |
| Cary Street Partners Investment Advisory LLC | 0.42% | Add +2.2% | 204,681 | $10.5M |
| Janney Montgomery Scott LLC | 0.03% | Add +9.4% | 204,518 | $10.4M |
| Monumental Financial Group Inc. | 4.45% | Add +86.9% | 199,704 | $10.2M |
| Outlook Wealth Advisors, LLC | 3.17% | Add +15.2% | 29,780 | $10.2M |
| Capital Market Strategies LLC | 6.31% | Add +118.1% | 194,637 | $9.9M |
| Courier Capital LLC | 0.79% | Reduce -5.9% | 193,440 | $9.9M |
| United Capital Financial Advisors, LLC | 0.08% | Add +0.6% | 191,828 | $9.8M |
| RFG Advisory, LLC | 0.31% | Reduce -6.0% | 186,820 | $9.5M |
| Guggenheim Capital LLC | 0.07% | Add +14.2% | 186,695 | $9.5M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -20.4% | 183,285 | $9.4M |
| Rwa Wealth Partners, LLC | 0.12% | Reduce -4.6% | 175,644 | $9.0M |
| WESCAP Management Group, Inc. | 2.50% | Add +2.0% | 172,549 | $8.8M |
| Ssi Investment Management LLC | 3.47% | Reduce -1.0% | 171,684 | $8.8M |
| Avior Wealth Management, LLC | 0.38% | Add +105.0% | 171,157 | $8.7M |
| Carmel Capital Partners, LLC | 3.58% | Add +11.2% | 166,401 | $8.5M |
| Windsor Capital Management, LLC | 2.60% | Add +1.4% | 164,679 | $8.4M |
| James Investment Research, Inc. | 1.00% | Reduce -0.8% | 164,615 | $8.4M |
| Citigroup Inc. | 0.01% | Add +0.1% | 164,013 | $8.4M |
| Castle Rock Wealth Management, LLC | 2.09% | Reduce -9.4% | 164,197 | $8.4M |
| MBM Wealth Consultants, LLC | 2.81% | Reduce -2.4% | 161,721 | $8.2M |
| Kestra Advisory Services, LLC | 0.05% | Add +4.6% | 159,760 | $8.2M |
| Advocacy Wealth Management, LLC | 0.67% | Reduce -83.1% | 158,135 | $8.1M |
| 5th Street Advisors, LLC | 4.09% | Add +84.8% | 152,970 | $7.8M |
| Grey Ledge Advisors, LLC | 2.13% | Add +8.2% | 152,584 | $7.8M |
| First American Trust, FSB | 0.78% | Add +12.5% | 151,401 | $7.7M |
| Rosenblum Silverman Sutton S F Inc. | 2.06% | Add +1.9% | 150,750 | $7.7M |
| Peapack Gladstone Financial Corp. | 0.12% | Reduce -5.8% | 149,675 | $7.6M |
| CreativeOne Wealth, LLC | 0.39% | Reduce -7.3% | 149,449 | $7.6M |
"% 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.