We are live on ! Find out more
FLOT icon

iShares Floating Rate Bond ETF

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: 3354 (+21)

33% more capital invested

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

10% more funds holding

Funds holding: 587645 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
NL
251
NVWM LLC
Pennsylvania
$2.21M +$1.88M +37,047 +557%
CFGS
252
Concourse Financial Group Securities
Alabama
$2.19M -$689K -13,619 -24%
WF
253
Welch & Forbes
Massachusetts
$2.14M +$814K +16,081 +61%
SI
254
Stephens Inc
Arkansas
$2.06M +$12.7K +250 +0.6%
PCA
255
Peddock Capital Advisors
Massachusetts
$2.02M +$89.4K +1,765 +5%
BS
256
Banco Santander
Spain
$2.01M +$586K +11,582 +41%
IWN
257
Independent Wealth Network
Iowa
$1.97M +$1.52M +29,970 +334%
RA
258
RiverTree Advisors
Florida
$1.94M +$1.94M +38,390 New
HIC
259
Hartline Investment Corp
Illinois
$1.93M -$831K -16,410 -30%
JWCA
260
J.W. Cole Advisors
Florida
$1.91M -$24K -475 -1%
MIAN
261
Mariner Independent Advisor Network
Kansas
$1.89M +$1.06M +20,878 +127%
SOS
262
Silver Oak Securities
Tennessee
$1.88M +$1.89M +37,280 New
NFG
263
Nations Financial Group
Iowa
$1.87M -$1.99M -39,356 -52%
LIM
264
Leavell Investment Management
Alabama
$1.86M +$790K +15,604 +73%
TAM
265
Tocqueville Asset Management
New York
$1.86M +$1.87M +36,858 New
EWM
266
Executive Wealth Management
Michigan
$1.86M +$1.87M +36,868 New
CCM
267
Crabel Capital Management
California
$1.86M -$1.32M -26,110 -42%
OFA
268
Oak Family Advisors
Illinois
$1.85M +$1.85M +36,639 New
APA
269
American Portfolios Advisors
New York
$1.85M +$340K +6,706 +22%
WPC
270
White Pine Capital
Minnesota
$1.81M +$432K +8,536 +31%
BCM
271
Brasada Capital Management
Texas
$1.79M +$1.79M +35,370 New
HWM
272
Howard Wealth Management
Connecticut
$1.78M -$12.9K -255 -0.7%
PA
273
PFG Advisors
Arizona
$1.77M +$167K +3,297 +10%
HAIM
274
Hunter Associates Investment Management
Pennsylvania
$1.76M -$400K -7,900 -19%
JBA
275
Johnson Bixby & Associates
Washington
$1.72M -$89.7K -1,771 -5%

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.