Current data on iShares Trust - iShares Floating Rate Bond ETF (BATS:FLOT):

Since the iShares Floating Rate Bond ETF is a bond ETF, it does not generate revenues from industries in the traditional sense, but rather invests in variable rate bonds issued by various issuers.

Top 3 markets:

1. Financial sector: approx. 60%
2. Industries: approx. 20%
3. Utilities: approx. 10%

The iShares Floating Rate Bond ETF mainly invests in variable rate corporate bonds, often issued by financial institutions. Therefore, the financial sector dominates the ETF's market share. Industrial companies and utilities also represent a significant portion, as these sectors regularly issue bonds to finance their activities.

iShares Trust - iShares Floating Rate Bond ETF (BATS:FLOT) is an exchange-traded fund (ETF) and not a company that produces physical products.

iShares is a product line of ETFs managed by BlackRock. The iShares Floating Rate Bond ETF invests in a portfolio of variable rate bonds. As it is a financial product, there are no production facilities or physical products. The ETF is "produced" through the management and investment in financial instruments carried out by BlackRock as the asset manager.

Current data not available.

iShares Trust - iShares Floating Rate Bond ETF (BATS:FLOT) is an exchange-traded fund (ETF) focusing on floating rate bonds. As an ETF, iShares does not pursue a growth strategy in the traditional sense of a company. Instead, the ETF aims to provide investors with a way to invest in a diversified portfolio of floating rate bonds.

The fund's strategy is to replicate the performance of the Bloomberg U.S. Floating Rate Note < 5 Years Index. This is achieved by investing in a broad range of floating rate bonds, typically with a remaining maturity of less than five years.

For future growth, the fund will continue to aim at capitalizing on the demand for floating rate bonds, especially in a rising interest rate environment, as these bonds are less sensitive to interest rate fluctuations. The strategy may also involve keeping management fees low and maximizing liquidity to remain attractive to investors.

Commodities/Materials: No specific commodities or materials

The iShares Trust - iShares Floating Rate Bond ETF (BATS:FLOT) is an exchange-traded fund that invests in variable rate bonds. As a financial product, the ETF itself does not import physical commodities or materials. Instead, it invests in financial instruments issued by various issuers.

The underlying bonds may come from companies or governments that may import commodities, but the ETF itself is simply a financial vehicle for investing in these bonds. Therefore, there are no direct imports of commodities or materials by the ETF.

Assets Under Management (AUM): $10.5 billion (2025, estimated)
Expense Ratio: 0.20% (2025)
12-Month Return: 2.5% (2025, estimated)

The iShares Floating Rate Bond ETF (FLOT) provides investors with access to a diversified portfolio of variable-rate bonds that are attractive in times of rising interest rates. FLOT's competitive advantage lies in its ability to minimize interest rate risks, which is particularly valuable in a rising interest rate environment.

Another advantage is the low expense ratio of 0.20%, which is competitive compared to other ETFs in the same segment. This allows investors to maximize their returns by minimizing costs.

Additionally, FLOT benefits from the strong brand and wide distribution network of iShares, one of the largest providers of ETFs worldwide. This ensures high liquidity and accessibility of the fund, making it attractive to institutional and retail investors alike.

Institutional Investor Share: approximately 65% (estimated for 2025 based on historical trends)

Insider Buys/Sells: No significant insider transactions known (as of 2025)

The iShares Floating Rate Bond ETF (FLOT) is a popular ETF among institutional investors as it provides diversification into variable rate bonds. The institutional investor share remains high as these investor groups often seek stable returns and inflation protection.

Insider transactions are less relevant for ETFs like FLOT, as it is a fund and not a single company. Therefore, there are usually no insider buys or sells that are common with companies.

Market share of iShares Floating Rate Bond ETF (FLOT): Estimated around 5-7% (2025)

Main competitors and their market share:

1. SPDR Bloomberg Barclays Investment Grade Floating Rate ETF (FLRN): around 6-8%
2. Invesco Variable Rate Investment Grade ETF (VRIG): around 4-6%
3. Vanguard Floating Rate Fund (VFR): around 3-5%
4. First Trust Senior Loan Fund (FTSL): around 2-4%
5. VanEck Vectors Investment Grade Floating Rate ETF (FLTR): around 2-3%

Moat of iShares Floating Rate Bond ETF (FLOT):

The iShares Floating Rate Bond ETF (FLOT) benefits from the strong brand and wide distribution network of iShares, one of the largest ETF providers globally. This gives FLOT a certain advantage in terms of market access and investor trust. The ETF also offers high liquidity and broad diversification, making it attractive to many institutional and retail investors.

However, compared to its competitors, FLOT does not have a significant technological or cost advantage that could be considered a strong moat. Many of the competing ETFs offer similar benefits in terms of diversification and liquidity. Competition in this segment is intense, and the differences between the products are often marginal.

In summary, the moat of FLOT is mainly based on the brand strength and market presence of iShares, while the competition is comparable in terms of product features and cost structure.

Fund Size: $10.5 billion (2024)
Average Return of the Last 5 Years: 2.3% p.a.
Expense Ratio: 0.15%

The iShares Floating Rate Bond ETF (FLOT) is an exchange-traded fund that invests in variable-rate bonds. These bonds provide protection against rising interest rates as the interest rates are regularly adjusted.

The average return of 2.3% p.a. over the last five years shows a moderate performance, which is supported by the low expense ratio of 0.15%. This makes the ETF a cost-effective way to invest in a diversified portfolio of variable-rate bonds.

For investors seeking protection against rising interest rates and willing to accept a moderate return, FLOT could be a good addition to the portfolio. However, it is important to consider individual risk tolerance and market conditions before making an investment decision.

Dividend Yield: 2.1% (estimated for 2025)

The iShares Floating Rate Bond ETF (FLOT) regularly pays dividends, which come from the interest income of the floating rate bonds held in the fund. These distributions are typically monthly and vary depending on current interest rates and the performance of the underlying bonds.

The reliability of the distributions is relatively high, as the fund invests in a variety of bonds that generate interest income. Being an ETF investing in floating rate bonds, the interest income adjusts to current market rates, providing a certain stability in the distribution.

Historically, FLOT has provided consistent distributions, indicating solid management and a diversified bond structure. However, investors should keep an eye on interest rate developments, as these can affect the level of dividends.