iShares Floating Rate Bond EFLOTETF
13F holders, Q4 2024 (December 31)658holders +53
51new positions
39sold out
1famous investor
$50.87avg. 13F price*
At the end of Q4 2024, 658 institutions reported holding iShares Floating Rate Bond E (FLOT) in their 13F filings, up 53 from Q3 2024. 51 opened new positions and 39 sold out. The largest holders were Bank of America Corp. ($401.3M), Morgan Stanley ($244.2M) and Northern Trust Corp. ($207.7M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $63.4M |
| Exits | 39 | $45.4M |
All 13F filers, Q3 2024 → Q4 2024: 8,594,971 shares bought and 10,098,357 shares sold, net −1,503,386 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 658 holders
| Bank of America Corp. | 0.04% | Add +3.9% | 7,888,150 | $401.3M |
| Morgan Stanley | 0.02% | Add +7.3% | 4,799,733 | $244.2M |
| Northern Trust Corp. | 0.03% | Reduce -10.3% | 4,083,058 | $207.7M |
| LPL Financial LLC | 0.07% | Add +4.4% | 3,555,532 | $180.9M |
| BlackRock, Inc. | 0.00% | Reduce -31.1% | 3,149,954 | $160.3M |
| New York Life Investment Management LLC | 1.52% | Add +12.8% | 3,055,129 | $155.4M |
| Franklin Resources Inc. | 0.04% | Reduce -40.0% | 2,832,999 | $144.1M |
| Wells Fargo & Company | 0.03% | Add +21.5% | 2,658,917 | $135.3M |
| UBS Group AG | 0.03% | Reduce -0.9% | 2,511,858 | $127.8M |
| Glenview Trust Co | 2.32% | Add +5.3% | 2,431,678 | $123.7M |
| Assetmark, Inc. | 0.27% | Reduce -13.5% | 1,948,387 | $99.1M |
| PNC Financial Services Group, Inc. | 0.07% | Reduce -13.0% | 1,920,971 | $97.7M |
| Envestnet Asset Management Inc. | 0.03% | Add +3.9% | 1,877,960 | $95.6M |
| Renaissance Technologies | 0.13% | Add +6.9% | 1,751,300 | $89.1M |
| Royal Bank of Canada | 0.02% | Reduce -2.3% | 1,479,443 | $75.3M |
| JPMorgan Chase & Co. | 0.01% | Add +103.5% | 1,414,905 | $72.0M |
| DAVENPORT & Co LLC | 0.38% | Add +15.6% | 1,284,553 | $65.4M |
| Flputnam Investment Management Co. | 1.07% | Add +6.0% | 1,148,745 | $58.4M |
| Ameriprise Financial Inc. | 0.01% | Add +8.0% | 1,073,049 | $54.6M |
| Haverford Trust Co | 0.52% | Reduce -11.2% | 1,036,595 | $52.7M |
| Truist Financial Corp. | 0.08% | Add +16.9% | 1,030,346 | $52.4M |
| Cetera Investment Advisers | 0.11% | Add +17.8% | 1,002,596 | $51.0M |
| Barings LLC | 1.06% | No change | 870,000 | $44.3M |
| Raymond James Financial Inc. | 0.02% | — | 862,086 | $43.9M |
| TRUE Private Wealth Advisors | 5.06% | Reduce -3.3% | 819,028 | $41.7M |
| 1832 Asset Management L.P. | 0.07% | Reduce -70.0% | 750,210 | $38.2M |
| Demars Financial Group, LLC | 16.65% | Add +0.6% | 747,630 | $38.0M |
| Hartline Investment Corp./ | 4.21% | Add +80.8% | 721,221 | $36.7M |
| McMorgan & Co. LLC | 5.51% | Add +145.5% | 700,442 | $35.6M |
| MML Investors Services, LLC | 0.12% | Add +2.5% | 675,651 | $34.4M |
| Towercrest Capital Management | 5.39% | Add +3.4% | 655,173 | $33.3M |
| Diversified Portfolios, Inc. | 3.56% | Reduce -2.1% | 641,040 | $32.6M |
| Osaic Holdings, Inc. | 0.07% | Add +17.3% | 589,460 | $30.0M |
| NorthCoast Asset Management LLC | 0.14% | Reduce -3.4% | 563,239 | $28.7M |
| Modera Wealth Management, LLC | 0.30% | Reduce -4.5% | 483,166 | $24.6M |
| Destination Wealth Management | 0.76% | Add +1.1% | 479,833 | $24.4M |
| HighTower Advisors, LLC | 0.03% | Add +43.7% | 465,264 | $23.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +7.0% | 456,495 | $23.2M |
| Cape Cod Five Cents Savings Bank | 1.96% | No change | 432,756 | $22.1M |
| Willis Johnson & Associates, Inc. | 1.67% | Add +2.6% | 427,040 | $21.7M |
| Captrust Financial Advisors | 0.06% | Add +8.1% | 417,865 | $21.3M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -0.8% | 386,856 | $19.7M |
| Stifel Financial Corp. | 0.02% | Reduce -9.7% | 382,713 | $19.5M |
| HSBC Holdings PLC | 0.01% | Reduce -6.0% | 376,729 | $19.2M |
| Atria Wealth Solutions, Inc. | 0.20% | Reduce -0.9% | 366,751 | $18.7M |
| Comerica Bank | 0.07% | Reduce -0.8% | 364,164 | $18.5M |
| Commonwealth Equity Services, LLC | 0.03% | Add +31.5% | 358,717 | $18.3M |
| Mariner, LLC | 0.03% | Add +8.8% | 355,502 | $18.1M |
| Cwm, LLC | 0.07% | Add +76.6% | 349,170 | $17.8M |
| LJI Wealth Management, LLC | 3.37% | Reduce -1.2% | 336,631 | $17.1M |
| OneDigital Investment Advisors LLC | 0.18% | Reduce -4.3% | 304,264 | $15.5M |
| Occidental Asset Management, LLC | 2.27% | Add +12.4% | 285,683 | $14.5M |
| US Bancorp \de | 0.02% | Reduce -55.1% | 280,354 | $14.3M |
| Capital Market Strategies LLC | 8.10% | Add +18.3% | 275,329 | $14.0M |
| Rezny Wealth Management, Inc. | 3.36% | Reduce -3.4% | 269,307 | $13.7M |
| Guggenheim Capital LLC | 0.11% | Add +18.9% | 269,287 | $13.7M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.14% | Add +10.2% | 263,970 | $13.5M |
| Cascade Wealth Advisors, Inc | 8.87% | Add +13.4% | 257,611 | $13.1M |
| Trustmark Bank Trust Department | 0.96% | Reduce -61.8% | 254,011 | $12.9M |
| Mutual Advisors, LLC | 0.37% | Add +880.7% | 249,801 | $12.7M |
| RFG Advisory, LLC | 0.36% | Add +25.2% | 249,243 | $12.7M |
| Alliance Wealth Management Group | 3.37% | Add +3.0% | 247,554 | $12.6M |
| Sigma Planning Corp | 0.39% | Reduce -17.3% | 246,209 | $12.5M |
| Colonial Trust Advisors | 1.10% | Add +2.1% | 243,175 | $12.4M |
| Carmel Capital Partners, LLC | 4.98% | Add +28.4% | 242,552 | $12.3M |
| Semmax Financial Advisors Inc. | 3.16% | Reduce -7.5% | 231,968 | $11.8M |
| Proficio Capital Partners LLC | 0.94% | Add +10.1% | 227,023 | $11.6M |
| Ifrah Financial Services, Inc. | 3.08% | Add +2.0% | 218,873 | $11.1M |
| Scotia Capital Inc. | 0.06% | Reduce -7.0% | 216,602 | $11.0M |
| Betterment LLC | 0.03% | Reduce -16.1% | 215,420 | $11.0M |
| Beacon Financial Group | 1.18% | Reduce -8.7% | 215,324 | $11.0M |
| Avior Wealth Management, LLC | 0.38% | Add +21.8% | 205,636 | $10.5M |
| Integrated Wealth Concepts LLC | 0.12% | Reduce -12.0% | 201,725 | $10.3M |
| Cary Street Partners Financial LLC | 0.33% | — | 199,746 | $10.2M |
| National Bank of Canada | 0.01% | Add +51598.2% | 198,521 | $10.1M |
| LaFleur & Godfrey LLC | 1.37% | Add +199.2% | 196,895 | $10.0M |
| CreativeOne Wealth, LLC | 0.28% | Reduce -4.5% | 180,120 | $9.2M |
| Castle Rock Wealth Management, LLC | 2.17% | Add +0.3% | 178,674 | $9.1M |
| Apollon Wealth Management, LLC | 0.21% | Add +826.0% | 177,171 | $9.0M |
| Nutshell Asset Management Ltd | 5.65% | — | 175,711 | $8.9M |
| Sierra Capital LLC | 1.05% | Add +66.8% | 173,747 | $8.8M |
| Cibc World Market Inc. | 0.02% | Add +75.9% | 171,252 | $8.7M |
| Windsor Capital Management, LLC | 2.51% | Reduce -1.3% | 166,469 | $8.5M |
| WESCAP Management Group, Inc. | 2.02% | Reduce -3.1% | 163,261 | $8.3M |
| Equitable Holdings, Inc. | 0.08% | Add +29.8% | 161,373 | $8.2M |
| Piedmont Capital Management, LLC | 4.88% | Add +3.5% | 158,988 | $8.1M |
| Courier Capital LLC | 0.56% | Reduce -16.7% | 158,334 | $8.1M |
| Buska Wealth Management, LLC | 2.56% | Add +29.0% | 157,244 | $8.0M |
| United Capital Financial Advisors, LLC | 0.07% | Reduce -11.3% | 157,140 | $8.0M |
| Single Point Partners, LLC | 1.82% | Add +4.5% | 155,730 | $7.9M |
| Whalen Wealth Management Inc. | 5.40% | New | 153,187 | $7.8M |
| Probity Advisors, Inc. | 1.50% | Reduce -20.6% | 152,937 | $7.8M |
| James Investment Research, Inc. | 0.92% | Reduce -2.9% | 151,623 | $7.7M |
| Grey Ledge Advisors, LLC | 1.98% | Add +6.0% | 150,711 | $7.7M |
| Kestra Advisory Services, LLC | 0.04% | Add +25.9% | 150,200 | $7.6M |
| Hoge Financial Services, LLC | 5.57% | Add +5.1% | 149,565 | $7.6M |
| Perennial Advisors, LLC | 1.62% | — | 146,627 | $7.5M |
| Orange Investment Advisors, Inc. | 0.84% | Add +1.6% | 145,991 | $7.4M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -2.9% | 144,076 | $7.3M |
| Chesley Taft & Associates LLC | 0.34% | Add +15.2% | 143,635 | $7.3M |
"% 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.