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iShares Floating Rate Bond ETF
FLOT

645 hedge funds and large institutions have $6.06B invested in iShares Floating Rate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 278 increasing their positions, 165 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 49

68% more repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 165

64% more funds holding in top 10

Funds holding in top 10: 33 → 54 (+21)

33% more capital invested

Capital invested by funds: $4.55B → $6.06B (+$1.51B)

10% more funds holding

Funds holding: 587 → 645 (+58)

2.85% more ownership

Funds ownership: 63.15% → 66% (+2.8%)

Holders
645
Holders Change
+58
Holders Change %
+9.88%
% of All Funds
10.17%
Holding in Top 10
54
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+63.64%
% of All Funds
0.85%
New
117
Increased
278
Reduced
165
Closed
49
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AF
Allworth Financial
California
+$405M
2
Bank of America
Bank of America
North Carolina
+$140M
3
Morgan Stanley
Morgan Stanley
New York
+$90.7M
4
GT
Glenview Trust
Kentucky
+$65M
5
UBS Group
UBS Group
Switzerland
+$63.3M

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$52M
2
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
-$46.5M
3
AWMS
Advocacy Wealth Management Services
Georgia
-$29.3M
4
CFIA
Cantor Fitzgerald Investment Advisors
New York
-$11M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$8.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
FPS
226
Fieldpoint Private Securities
Connecticut
$2.56M -$1.52K -30 -0.1%
SAM
227
Securian Asset Management
Minnesota
$2.53M – – –
MAM
228
MMA Asset Management
Pennsylvania
$2.53M +$45.5K +898 +2%
CCA
229
Clearwater Capital Advisors
Illinois
$2.5M +$861K +16,997 +52%
VFIC
230
Valley Forge Investment Consultants
Pennsylvania
$2.49M +$2.5M +49,339 New
AIC
231
Archer Investment Corporation
Indiana
$2.49M -$108K -2,127 -4%
PL
232
Protective Life
Alabama
$2.48M – – –
CAM
233
Caprin Asset Management
Virginia
$2.47M +$81.6K +1,611 +3%
AF
234
Advisornet Financial
Minnesota
$2.45M +$35.8K +708 +1%
SAS
235
Stelac Advisory Services
New York
$2.45M +$700K +13,832 +40%
CAAS
236
Capital Asset Advisory Services
Michigan
$2.42M -$21.3K -420 -0.9%
FAIM
237
Financial Advocates Investment Management
Washington
$2.4M +$1.35M +26,616 +127%
FA
238
FDx Advisors
Illinois
$2.38M +$2.39M +47,132 New
CCWA
239
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.37M -$558K -11,028 -19%
BC
240
Bartlett & Co
Ohio
$2.37M -$110K -2,172 -4%
BCWM
241
Bartlett & Co Wealth Management
Ohio
$2.37M -$110K -2,172 -4%
EA
242
Emerald Advisors
Washington
$2.36M +$307K +6,056 +15%
TF
243
Trek Financial
Arizona
$2.34M +$1.06M +20,918 +82%
KWM
244
Kingsview Wealth Management
Oregon
$2.33M +$22.2K +439 +1%
ES
245
Eagle Strategies
New York
$2.33M +$2.34M +46,153 New
WAS
246
Wealth Advisory Solutions
Indiana
$2.33M +$2.33M +46,048 New
PAG
247
Private Advisor Group
New Jersey
$2.31M +$77.6K +1,532 +3%
SAS
248
Sage Advisory Services
Texas
$2.31M +$704K +13,913 +44%
MCA
249
MSH Capital Advisors
Arizona
$2.29M +$2.3M +45,415 New
CT
250
Caldwell Trust
Florida
$2.28M -$161K -3,172 -7%
8 9
10
11 12

FLOT Hedge Fund Activity: Q1 2022 in Review

645 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q1 2022, worth a combined $6.06B — up 33% from $4.55B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new FLOT positions and 49 closed out — a net gain of 68 holders — while 278 added to existing stakes and 165 trimmed.

The largest buyer was Allworth Financial, adding an estimated $405M. The largest seller was AssetMark Inc, cutting an estimated $52M.

  • 645 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q1 2022, up from 587 in Q4 2021.
  • Funds reported $6.06B of iShares Floating Rate Bond ETF stock for Q1 2022, up 33% quarter-over-quarter.
  • 117 funds opened new iShares Floating Rate Bond ETF positions in Q1 2022 and 49 closed out, a net change of +68 holders.
  • The largest iShares Floating Rate Bond ETF buyer in Q1 2022 was Allworth Financial, an estimated $405M added.
  • The largest iShares Floating Rate Bond ETF seller in Q1 2022 was AssetMark Inc, an estimated $52M sold.

Based on aggregated 13F filings for Q1 2022.