iShares Floating Rate Bond ETF (BATS:FLOT) Position Decreased by Charter Oak Capital Management LLC

Charter Oak Capital Management LLC reduced its holdings in iShares Floating Rate Bond ETF (BATS:FLOT) by 23.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,337 shares of the company’s stock after selling 1,899 shares during the quarter. Charter Oak Capital Management LLC’s holdings in iShares Floating Rate Bond ETF were worth $322,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in FLOT. Northwestern Mutual Wealth Management Co. increased its holdings in shares of iShares Floating Rate Bond ETF by 13.6% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 146,528 shares of the company’s stock valued at $7,486,000 after buying an additional 17,592 shares in the last quarter. Regal Investment Advisors LLC grew its holdings in shares of iShares Floating Rate Bond ETF by 2.6% in the 2nd quarter. Regal Investment Advisors LLC now owns 80,223 shares of the company’s stock worth $4,099,000 after acquiring an additional 2,039 shares during the last quarter. EP Wealth Advisors LLC raised its position in shares of iShares Floating Rate Bond ETF by 74.6% during the second quarter. EP Wealth Advisors LLC now owns 8,906 shares of the company’s stock worth $455,000 after purchasing an additional 3,805 shares during the period. Cetera Investment Advisers lifted its holdings in shares of iShares Floating Rate Bond ETF by 13.8% during the second quarter. Cetera Investment Advisers now owns 975,934 shares of the company’s stock valued at $49,860,000 after purchasing an additional 118,392 shares during the last quarter. Finally, New Wave Wealth Advisors LLC purchased a new position in iShares Floating Rate Bond ETF in the 2nd quarter worth about $1,260,000.

iShares Floating Rate Bond ETF Stock Up 0.1 %

FLOT stock opened at $51.05 on Tuesday. iShares Floating Rate Bond ETF has a one year low of $50.76 and a one year high of $51.10. The firm has a 50-day moving average of $50.94 and a two-hundred day moving average of $50.94.

iShares Floating Rate Bond ETF Company Profile

The iShares Floating Rate Bond ETF (FLOT) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a market value-weighted index of USD-denominated, investment-grade floating rate notes with maturities of 0-5 years. FLOT was launched on Jun 14, 2011 and is managed by BlackRock.