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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
SWM
376
Spire Wealth Management
Virginia
$768K +$254K +5,015 +49%
CAG
377
Csenge Advisory Group
Florida
$764K -$202K -3,992 -21%
PWW
378
Pettyjohn Wood & White
Virginia
$758K -$25.3K -500 -3%
RCAG
379
Rehmann Capital Advisory Group
Michigan
$752K +$364K +7,184 +93%
DI
380
Disciplined Investments
Oklahoma
$748K -$21.1K -417 -3%
CNWM
381
Clay Northam Wealth Management
California
$742K -$72.7K -1,435 -9%
AIA
382
Acute Investment Advisory
Arizona
$736K +$738K +14,574 New
MIH
383
Meitav Investment House
Israel
$733K -$183K -3,616 -20%
PWMAG
384
Pinnacle Wealth Management Advisory Group
New Jersey
$733K +$457K +9,025 +164%
CAN
385
Claraphi Advisory Network
United States
$729K +$731K +14,436 New
VA
386
Valmark Advisers
Ohio
$727K +$59K +1,166 +9%
FA
387
Flagstar Advisors
New York
$723K +$204K +4,021 +39%
MHS
388
M Holdings Securities
Oregon
$720K +$721K +14,249 New
GF
389
Gries Financial
Ohio
$714K +$378K +7,464 +112%
WEG
390
World Equity Group
Illinois
$708K +$709K +14,009 New
CG
391
Colony Group
Massachusetts
$704K +$28.2K +557 +4%
Bank Julius Baer & Co
392
Bank Julius Baer & Co
Switzerland
$689K -$401K -7,913 -37%
SWA
393
Sax Wealth Advisors
New Jersey
$680K
CA
394
CoreCap Advisors
Michigan
$680K +$604K +11,930 +780%
CSA
395
Cottage Street Advisors
Massachusetts
$674K +$152 +3 +0%
AWA
396
Arkadios Wealth Advisors
Georgia
$661K +$354K +6,988 +114%
GVAG
397
Great Valley Advisor Group
Delaware
$660K -$5.87K -116 -0.9%
CIAS
398
Capital Investment Advisory Services
North Carolina
$660K +$179K +3,533 +37%
CCG
399
Ceeto Capital Group
Florida
$657K
Deutsche Bank
400
Deutsche Bank
Germany
$656K -$430K -8,500 -40%

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.