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iShares Floating Rate Bond ETF

668 hedge funds and large institutions have $6.28B invested in iShares Floating Rate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 242 increasing their positions, 249 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 66

33% more funds holding in top 10

Funds holding in top 10: 5472 (+18)

4% more funds holding

Funds holding: 645668 (+23)

4% more capital invested

Capital invested by funds: $6.06B → $6.28B (+$215M)

0.21% more ownership

Funds ownership: 66%66.21% (+0.21%)

3% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 249

Holders
668
Holders Change
+23
Holders Change %
+3.57%
% of All Funds
11.25%
Holding in Top 10
72
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+33.33%
% of All Funds
1.21%
New
98
Increased
242
Reduced
249
Closed
66
Calls
$110K
Puts
Net Calls
+$110K
Net Calls Change
+$110K
Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
251
Capital Asset Advisory Services
Michigan
$2.46M +$58.7K +1,165 +2%
PL
252
Protective Life
Alabama
$2.45M
GWM
253
GSB Wealth Management
Connecticut
$2.43M -$156K -3,099 -6%
MAM
254
MMA Asset Management
Pennsylvania
$2.42M -$82K -1,628 -3%
MWM
255
Meridian Wealth Management
Kentucky
$2.42M +$2.44M +48,409 New
AIC
256
Archer Investment Corporation
Indiana
$2.34M -$123K -2,450 -5%
ES
257
Eagle Strategies
New York
$2.3M -$5.99K -119 -0.3%
CM
258
Columbus Macro
Pennsylvania
$2.29M -$479K -9,504 -17%
CCA
259
Clearwater Capital Advisors
Illinois
$2.27M -$202K -4,008 -8%
SI
260
Stephens Inc
Arkansas
$2.24M +$207K +4,119 +10%
SAS
261
Stelac Advisory Services
New York
$2.23M -$191K -3,790 -8%
KWM
262
Kingsview Wealth Management
Oregon
$2.21M -$101K -2,008 -4%
WWM
263
Western Wealth Management
Colorado
$2.2M +$662K +13,139 +42%
NL
264
NVWM LLC
Pennsylvania
$2.18M -$3.32K -66 -0.2%
WAS
265
Wealth Advisory Solutions
Indiana
$2.17M -$125K -2,479 -5%
WF
266
Welch & Forbes
Massachusetts
$2.11M
CCWA
267
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.11M -$237K -4,703 -10%
PCA
268
Peddock Capital Advisors
Massachusetts
$2.1M +$105K +2,090 +5%
MIAN
269
Mariner Independent Advisor Network
Kansas
$1.97M +$107K +2,120 +6%
AWA
270
Acorn Wealth Advisors
Michigan
$1.93M +$1.62M +32,115 +484%
OFA
271
Oak Family Advisors
Illinois
$1.93M +$98.3K +1,951 +5%
IWN
272
Independent Wealth Network
Iowa
$1.91M -$33.5K -665 -2%
LIM
273
Leavell Investment Management
Alabama
$1.91M +$67.5K +1,341 +4%
PFPT
274
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.9M +$437K +8,680 +29%
BA
275
Bluesphere Advisors
Pennsylvania
$1.9M +$1.92M +38,061 New

FLOT Hedge Fund Activity: Q2 2022 in Review

668 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q2 2022, worth a combined $6.28B — up 3.5% from $6.06B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new FLOT positions and 66 closed out — a net gain of 32 holders — while 242 added to existing stakes and 249 trimmed.

The largest buyer was Franklin Resources, adding an estimated $165M. The largest seller was Fidelity Investments, cutting an estimated $129M.

  • 668 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q2 2022, up from 645 in Q1 2022.
  • Funds reported $6.28B of iShares Floating Rate Bond ETF stock for Q2 2022, up 3.5% quarter-over-quarter.
  • 98 funds opened new iShares Floating Rate Bond ETF positions in Q2 2022 and 66 closed out, a net change of +32 holders.
  • The largest iShares Floating Rate Bond ETF buyer in Q2 2022 was Franklin Resources, an estimated $165M added.
  • The largest iShares Floating Rate Bond ETF seller in Q2 2022 was Fidelity Investments, an estimated $129M sold.

Based on aggregated 13F filings for Q2 2022.