We are live on ! Find out more
FLOT icon

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
Koshinski Asset Management
351
Koshinski Asset Management
Illinois
$890K +$706K +13,942 +379%
SSWG
352
Seven Springs Wealth Group
Tennessee
$872K +$874K +17,256 New
SCA
353
Southern Capital Advisors
Tennessee
$871K +$872K +17,231 New
CPA
354
Cardiff Park Advisors
California
$863K +$483K +9,547 +127%
BFS
355
Bickling Financial Services
Massachusetts
$857K +$29.1K +575 +4%
CF
356
Clarity Financial
Texas
$854K +$856K +16,900 New
BRC
357
Bell Rock Capital
Delaware
$849K -$108K -2,141 -11%
SAM
358
Strategy Asset Managers
California
$845K +$847K +16,731 New
CCM
359
Chilton Capital Management
Texas
$835K -$58K -1,145 -6%
IC
360
Inscription Capital
Texas
$833K -$14K -276 -2%
MWM
361
Marietta Wealth Management
Georgia
$831K -$840K -16,597 -50%
BCA
362
Bay Colony Advisors
Massachusetts
$825K +$32K +632 +4%
WMA
363
Wealth Management Associates
New Jersey
$821K -$25.3K -500 -3%
WFM
364
Wolff Financial Management
Michigan
$818K -$3.7K -73 -0.4%
SW
365
SteelPeak Wealth
California
$810K +$431K +8,505 +113%
ECA
366
Elevated Capital Advisors
Utah
$804K +$805K +15,907 New
RIA
367
Realta Investment Advisors
Delaware
$803K +$111K +2,188 +16%
CW
368
CreativeOne Wealth
Kansas
$798K -$421K -8,317 -34%
GM
369
GeoWealth Management
Illinois
$786K +$295K +5,828 +60%
FIA
370
Foundations Investment Advisors
Arizona
$779K +$488K +9,633 +167%
IC
371
Innealta Capital
Texas
$778K +$780K +15,406 New
USCWA
372
U.S. Capital Wealth Advisors
Texas
$777K +$1.52K +30 +0.2%
HH
373
Hilltop Holdings
Texas
$776K +$68.3K +1,350 +10%
PG
374
Patten Group
Tennessee
$776K +$168K +3,322 +28%
GA
375
GFS Advisors
Texas
$768K -$203K -4,000 -21%

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.