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iShares Floating Rate Bond ETF

682 hedge funds and large institutions have $6.2B invested in iShares Floating Rate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 208 increasing their positions, 290 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 81

2% more funds holding

Funds holding: 670682 (+12)

4% more capital invested

Capital invested by funds: $5.97B → $6.2B (+$225M)

0.79% more ownership

Funds ownership: 65.36%66.15% (+0.79%)

0% more funds holding in top 10

Funds holding in top 10: 6464 (0)

28% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 290

Holders
682
Holders Change
+12
Holders Change %
+1.79%
% of All Funds
10.96%
Holding in Top 10
64
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.03%
New
104
Increased
208
Reduced
290
Closed
81
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
251
ShoreHaven Wealth Partners
New Jersey
$2.34M +$1.21M +24,064 +107%
ECA
252
Elevated Capital Advisors
Utah
$2.32M +$1.52M +30,256 +192%
APP
253
Avantax Planning Partners
Iowa
$2.31M +$582K +11,590 +34%
PA
254
Pinnacle Associates
New York
$2.3M -$4.97K -99 -0.2%
PA
255
PFG Advisors
Arizona
$2.29M +$81.5K +1,623 +4%
CAM
256
Caprin Asset Management
Virginia
$2.29M -$180K -3,585 -7%
KWM
257
Kingsview Wealth Management
Oregon
$2.28M +$132K +2,623 +6%
FLA
258
Financial Life Advisors
Texas
$2.2M +$1.58M +31,548 +258%
EDRH
259
Edmond de Rothschild Holding
Switzerland
$2.12M -$120K -2,390 -5%
SI
260
Stephens Inc
Arkansas
$2.11M -$100K -1,995 -5%
CM
261
Columbus Macro
Pennsylvania
$2.11M -$225K -4,487 -10%
SF
262
Synovus Financial
Georgia
$2.08M -$2.11M -42,116 -50%
EH
263
Equitable Holdings
New York
$2.06M +$1.27M +25,304 +161%
AIC
264
Archer Investment Corporation
Indiana
$2.04M -$69.5K -1,385 -3%
AA
265
Alesco Advisors
New York
$2.02M -$2.68M -53,408 -57%
VFO
266
Virtus Family Office
Texas
$2M -$813K -16,185 -29%
IWN
267
Independent Wealth Network
Iowa
$1.99M +$12.9K +256 +0.7%
KCM
268
Kanawha Capital Management
Virginia
$1.98M -$20.1K -400 -1%
NL
269
NVWM LLC
Pennsylvania
$1.96M -$91.8K -1,829 -4%
AWA
270
Acorn Wealth Advisors
Michigan
$1.94M -$79.2K -1,578 -4%
LIM
271
Leavell Investment Management
Alabama
$1.94M +$162K +3,231 +9%
PMG
272
ProVise Management Group
Florida
$1.92M +$845K +16,823 +79%
PG
273
Patten Group
Tennessee
$1.91M +$727K +14,482 +62%
FWP
274
FAS Wealth Partners
Kansas
$1.88M -$895K -17,829 -32%
CCA
275
Clearwater Capital Advisors
Illinois
$1.87M -$102K -2,022 -5%

FLOT Hedge Fund Activity: Q4 2022 in Review

682 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q4 2022, worth a combined $6.2B — up 3.8% from $5.97B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new FLOT positions and 81 closed out — a net gain of 23 holders — while 208 added to existing stakes and 290 trimmed.

The largest buyer was BlackRock, adding an estimated $67.2M. The largest seller was Allworth Financial, cutting an estimated $354M.

  • 682 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q4 2022, up from 670 in Q3 2022.
  • Funds reported $6.2B of iShares Floating Rate Bond ETF stock for Q4 2022, up 3.8% quarter-over-quarter.
  • 104 funds opened new iShares Floating Rate Bond ETF positions in Q4 2022 and 81 closed out, a net change of +23 holders.
  • The largest iShares Floating Rate Bond ETF buyer in Q4 2022 was BlackRock, an estimated $67.2M added.
  • The largest iShares Floating Rate Bond ETF seller in Q4 2022 was Allworth Financial, an estimated $354M sold.

Based on aggregated 13F filings for Q4 2022.