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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
301
NWAM LLC
Washington
$1.32M +$454K +8,969 +52%
PF
302
Phoenix Financial
Israel
$1.31M -$56.4K -1,114 -4%
RIG
303
RiverFront Investment Group
Virginia
$1.29M -$54.9K -1,085 -4%
EP
304
EPIQ Partners
Minnesota
$1.28M -$25.3K -500 -2%
BWM
305
Bulltick Wealth Management
Florida
$1.28M +$802K +15,850 +169%
DFG
306
Demars Financial Group
Washington
$1.27M +$49.3K +973 +4%
PCA
307
Providence Capital Advisors
North Carolina
$1.26M +$1.27K +25 New
WAP
308
Wealthcare Advisory Partners
Pennsylvania
$1.25M +$1.25M +24,674 New
LSA
309
Lansing Street Advisors
Pennsylvania
$1.24M +$1.24M +24,587 New
MOS
310
MGO One Seven
Ohio
$1.24M +$709 +14 +0.1%
AHC
311
Anderson Hoagland & Co
Missouri
$1.23M -$1.27K -25 -0.1%
FLPIM
312
F.L. Putnam Investment Management
Massachusetts
$1.23M -$227K -4,491 -16%
SCM
313
Southport Capital Management
Tennessee
$1.22M -$2.21M -43,725 -64%
MPPLM
314
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.22M -$92.9K -1,835 -7%
WB
315
WesBanco Bank
West Virginia
$1.2M -$22.8K -450 -2%
GRP
316
Global Retirement Partners
California
$1.19M +$1.2M +23,686 New
VCWA
317
Vanguard Capital Wealth Advisors
Colorado
$1.19M +$810 +16 +0.1%
TCMP
318
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.17M +$884K +17,465 +304%
VNB
319
Virginia National Bank
Virginia
$1.17M +$1.17M +23,187 New
CWS
320
Cypress Wealth Services
California
$1.17M +$1.17M +23,158 New
GWM
321
Geneos Wealth Management
Colorado
$1.15M +$210K +4,152 +22%
AWE
322
Avidian Wealth Enterprises
Texas
$1.14M -$429K -8,482 -27%
MA
323
Mutual Advisors
Nebraska
$1.12M +$84K +1,660 +8%
MWP
324
MYCIO Wealth Partners
Pennsylvania
$1.1M +$766K +15,134 +224%
FCIM
325
Fairview Capital Investment Management
California
$1.1M

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.