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iShares Floating Rate Bond ETF

682 hedge funds and large institutions have $6.2B invested in iShares Floating Rate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 208 increasing their positions, 290 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 81

2% more funds holding

Funds holding: 670682 (+12)

4% more capital invested

Capital invested by funds: $5.97B → $6.2B (+$225M)

0.79% more ownership

Funds ownership: 65.36%66.15% (+0.79%)

0% more funds holding in top 10

Funds holding in top 10: 6464 (0)

28% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 290

Holders
682
Holders Change
+12
Holders Change %
+1.79%
% of All Funds
10.96%
Holding in Top 10
64
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.03%
New
104
Increased
208
Reduced
290
Closed
81
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
351
Donaldson Capital Management
Indiana
$933K
Allspring Global Investments
352
Allspring Global Investments
North Carolina
$932K
Nomura Asset Management
353
Nomura Asset Management
Japan
$931K
GIA
354
Gladstone Institutional Advisory
Florida
$931K -$267K -5,326 -22%
SB
355
Strategic Blueprint
Georgia
$930K -$235K -4,677 -20%
MWM
356
Meridian Wealth Management
Kentucky
$917K -$108K -2,157 -11%
MM
357
Meridian Management
Arkansas
$916K -$76.6K -1,525 -8%
WS
358
Wedbush Securities
California
$910K +$46.6K +929 +5%
NA
359
NewEdge Advisors
Louisiana
$909K -$321K -6,396 -8%
BG
360
Benedetti & Gucer
Georgia
$893K
JWCA
361
J.W. Cole Advisors
Florida
$880K -$245K -4,877 -22%
PCP
362
Proficio Capital Partners
Massachusetts
$879K -$218K -4,334 -20%
NAM
363
NTV Asset Management
West Virginia
$876K -$25.1K -500 -3%
CPA
364
Cardiff Park Advisors
California
$873K +$4.47K +89 +0.5%
VNB
365
Virginia National Bank
Virginia
$867K -$9.74K -194 -1%
FAG
366
Fortitude Advisory Group
Washington
$856K +$68.6K +1,366 +9%
TC
367
TownSquare Capital
Utah
$855K +$11.2K +224 +1%
WF
368
Welch & Forbes
Massachusetts
$851K -$1.31M -26,125 -61%
LNC
369
Lincoln National Corp
Pennsylvania
$843K -$12.1M -241,620 -94%
LSA
370
Lansing Street Advisors
Pennsylvania
$842K -$319K -6,347 -27%
SCA
371
Southern Capital Advisors
Tennessee
$840K -$131K -2,601 -13%
SAG
372
SageView Advisory Group
California
$828K +$826K +16,450 New
PIA
373
Powell Investment Advisors
Florida
$819K +$469K +9,350 +135%
BA
374
Bellwether Advisors
Nebraska
$809K -$599K -11,923 -43%
CC
375
Cypress Capital
Tennessee
$798K -$25.1K -499 -3%

FLOT Hedge Fund Activity: Q4 2022 in Review

682 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q4 2022, worth a combined $6.2B — up 3.8% from $5.97B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new FLOT positions and 81 closed out — a net gain of 23 holders — while 208 added to existing stakes and 290 trimmed.

The largest buyer was BlackRock, adding an estimated $67.2M. The largest seller was Allworth Financial, cutting an estimated $354M.

  • 682 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q4 2022, up from 670 in Q3 2022.
  • Funds reported $6.2B of iShares Floating Rate Bond ETF stock for Q4 2022, up 3.8% quarter-over-quarter.
  • 104 funds opened new iShares Floating Rate Bond ETF positions in Q4 2022 and 81 closed out, a net change of +23 holders.
  • The largest iShares Floating Rate Bond ETF buyer in Q4 2022 was BlackRock, an estimated $67.2M added.
  • The largest iShares Floating Rate Bond ETF seller in Q4 2022 was Allworth Financial, an estimated $354M sold.

Based on aggregated 13F filings for Q4 2022.