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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
WB
326
WesBanco Bank
West Virginia
$1.12M -$67.9K -1,349 -6%
GRP
327
Global Retirement Partners
California
$1.12M -$63K -1,251 -5%
Cerity Partners
328
Cerity Partners
New York
$1.12M +$697K +13,832 +161%
GWM
329
Geneos Wealth Management
Colorado
$1.11M -$35K -695 -3%
MPPLM
330
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.1M -$109K -2,161 -9%
MWP
331
MYCIO Wealth Partners
Pennsylvania
$1.09M
RFM
332
Royal Fund Management
Florida
$1.09M +$1.1M +21,795 New
KNW
333
Kesler Norman & Wride
Utah
$1.08M +$33.6K +667 +3%
AHC
334
Anderson Hoagland & Co
Missouri
$1.06M -$152K -3,027 -12%
FAT
335
First American Trust
California
$1.06M +$1.07M +21,328 New
RSS
336
Rosenblum Silverman Sutton
California
$1.06M +$1.07M +21,295 New
EP
337
EPIQ Partners
Minnesota
$1.05M -$218K -4,320 -17%
OFG
338
OmniStar Financial Group
North Carolina
$1.04M -$15.7K -311 -1%
CTC
339
Central Trust Company
Missouri
$1.04M -$387K -7,681 -27%
MOS
340
MGO One Seven
Ohio
$1.04M -$188K -3,738 -15%
CCM
341
Coldstream Capital Management
Washington
$1.03M +$396K +7,868 +61%
WFM
342
Wolff Financial Management
Michigan
$1.03M +$224K +4,440 +27%
OIA
343
OneDigital Investment Advisors
Kansas
$1.03M -$33K -655 -3%
FT
344
Fiduciary Trust
Massachusetts
$1.03M +$20.1K +400 +2%
NAM
345
NTV Asset Management
West Virginia
$1.02M +$3.02K +60 +0.3%
PPG
346
Peak Planning Group
Colorado
$1.01M +$1.02M +20,240 New
LNWWM
347
Laird Norton Wetherby Wealth Management
California
$1.01M
FHB
348
First Hawaiian Bank
Hawaii
$1.01M +$453 +9 +0%
APP
349
Avantax Planning Partners
Iowa
$1M +$375K +7,444 +59%
MM
350
Meridian Management
Arkansas
$1M -$907 -18 -0.1%

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.