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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
APA
326
Astoria Portfolio Advisors
New York
$1.09M +$274K +5,408 +33%
SG
327
StoneX Group
New York
$1.09M +$893K +17,646 +438%
GSEP
328
Golden State Equity Partners
California
$1.08M +$257K +5,086 +31%
OIA
329
OneDigital Investment Advisors
Kansas
$1.07M +$83.8K +1,655 +8%
OFG
330
OmniStar Financial Group
North Carolina
$1.07M +$190K +3,757 +22%
PFGIA
331
Patriot Financial Group Insurance Agency
Massachusetts
$1.06M +$623K +12,313 +140%
KNW
332
Kesler Norman & Wride
Utah
$1.05M -$34K -671 -3%
OPWM
333
Oxinas Partners Wealth Management
Indiana
$1.04M +$58.6K +1,158 +6%
NAM
334
NTV Asset Management
West Virginia
$1.03M
LNWWM
335
Laird Norton Wetherby Wealth Management
California
$1.02M -$13.2K -260 -1%
FT
336
Fiduciary Trust
Massachusetts
$1.02M +$20.3K +400 +2%
FHB
337
First Hawaiian Bank
Hawaii
$1.02M +$805K +15,892 +372%
MM
338
Meridian Management
Arkansas
$1.01M +$911 +18 +0.1%
FA
339
Forefront Analytics
Pennsylvania
$991K +$658 +13 +0.1%
PPW
340
Pinnacle Private Wealth
Massachusetts
$988K +$597K +11,800 +152%
1WA
341
180 Wealth Advisors
Washington
$971K -$119K -2,355 -11%
MWM
342
Modera Wealth Management
New Jersey
$970K
LA
343
Latitude Advisors
Florida
$966K +$422K +8,329 +77%
SWA
344
Sightline Wealth Advisors
Connecticut
$963K -$83.7K -1,654 -8%
SB
345
Strategic Blueprint
Georgia
$939K +$715K +14,131 +318%
Comerica Bank
346
Comerica Bank
Texas
$933K +$256K +5,054 +38%
NA
347
NewEdge Advisors
Louisiana
$926K -$286K -5,641 -24%
KFAA
348
Klaas Financial Asset Advisors
Illinois
$923K -$155K -3,064 -14%
BG
349
Benedetti & Gucer
Georgia
$896K +$899K +17,750 New
UB
350
UMB Bank
Missouri
$893K +$128K +2,538 +17%

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.