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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
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$1.82M +$982K +19,553 +118%
SAS
277
Stelac Advisory Services
New York
$1.81M -$400K -7,975 -18%
ONB
278
Old National Bancorp
Indiana
$1.79M -$1.01M -20,149 -36%
MCI
279
MRP Capital Investments
Georgia
$1.78M +$1.77M +35,325 New
HIC
280
Hartline Investment Corp
Illinois
$1.76M +$1.75M +34,946 New
KC
281
Kades & Cheifetz
Pennsylvania
$1.73M +$1.72M +34,360 New
GTAM
282
Global Trust Asset Management
Florida
$1.72M -$32.6K -650 -2%
FWA
283
FOCUS Wealth Advisors
Texas
$1.71M -$8.59K -171 -0.5%
TAM
284
TCP Asset Management
Ohio
$1.7M +$1.7M +33,843 New
DWM
285
Dakota Wealth Management
Florida
$1.66M -$1.11M -22,206 -40%
ACA
286
Anchor Capital Advisors
Massachusetts
$1.66M -$14.7M -292,768 -90%
CCM
287
Crabel Capital Management
California
$1.64M +$1.63M +32,490 New
FPCP
288
Fort Point Capital Partners
California
$1.63M +$169K +3,361 +12%
OFA
289
Oak Family Advisors
Illinois
$1.61M -$784K -15,624 -33%
FAIM
290
Financial Advocates Investment Management
Washington
$1.6M +$146K +2,916 +10%
MSAM
291
Moloney Securities Asset Management
Missouri
$1.59M +$1.59M +31,594 New
PIM
292
Penobscot Investment Management
Massachusetts
$1.56M -$16.6K -330 -1%
BCWM
293
Bartlett & Co Wealth Management
Ohio
$1.56M -$15.1K -300 -1%
BC
294
Bartlett & Co
Ohio
$1.56M -$15.1K -300 -1%
ACM
295
Absolute Capital Management
Pennsylvania
$1.55M
HWM
296
HB Wealth Management
Georgia
$1.54M +$281K +5,606 +22%
SCA
297
STALEY CAPITAL ADVISERS
Pennsylvania
$1.53M
GWM
298
Geneos Wealth Management
Colorado
$1.53M +$557K +11,088 +57%
WP
299
WealthSource Partners
California
$1.52M -$825K -16,430 -35%
DG
300
DMC Group
Alabama
$1.51M +$49.6K +988 +3%

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.