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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
SPFA
351
Summit Place Financial Advisors
New Jersey
$1M -$627K -12,450 -38%
FCIM
352
Fairview Capital Investment Management
California
$984K -$101K -2,000 -9%
FA
353
Forefront Analytics
Pennsylvania
$980K +$1.76K +35 +0.2%
FHA
354
Flagship Harbor Advisors
Massachusetts
$976K -$2.04M -40,416 -67%
AWE
355
Avidian Wealth Enterprises
Texas
$974K -$157K -3,118 -14%
HH
356
Hilltop Holdings
Texas
$965K +$200K +3,979 +26%
RCAG
357
Rehmann Capital Advisory Group
Michigan
$960K +$218K +4,336 +29%
Koshinski Asset Management
358
Koshinski Asset Management
Illinois
$959K +$80K +1,588 +9%
SB
359
Strategic Blueprint
Georgia
$942K +$14.6K +290 +2%
SAS
360
Sage Advisory Services
Texas
$936K -$1.36M -27,058 -59%
CA
361
CoreCap Advisors
Michigan
$935K +$266K +5,273 +39%
SCA
362
Southern Capital Advisors
Tennessee
$931K +$71.6K +1,422 +8%
Comerica Bank
363
Comerica Bank
Texas
$928K +$2.72K +54 +0.3%
DCM
364
Donaldson Capital Management
Indiana
$925K +$499K +9,908 +115%
KFAA
365
Klaas Financial Asset Advisors
Illinois
$912K
WPC
366
White Pine Capital
Minnesota
$894K -$906K -17,985 -50%
LGWM
367
Litman Gregory Wealth Management
California
$891K +$899K +17,847 New
BG
368
Benedetti & Gucer
Georgia
$887K
VNB
369
Virginia National Bank
Virginia
$869K -$291K -5,772 -25%
SLWA
370
San Luis Wealth Advisors
California
$855K +$860K +17,074 +32,215%
SWA
371
Sightline Wealth Advisors
Connecticut
$854K -$97.7K -1,940 -10%
LCAM
372
London & Capital Asset Management
United Kingdom
$849K +$857K +17,011 New
TC
373
TownSquare Capital
Utah
$842K +$850K +16,875 New
CCM
374
Chilton Capital Management
Texas
$836K +$10.7K +213 +1%
PWMAG
375
Pinnacle Wealth Management Advisory Group
New Jersey
$830K +$106K +2,114 +15%

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.