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
BWM
401
Birchcreek Wealth Management
Ohio
$650K -$40.2K -795 -6%
CA
402
Calton & Associates
Florida
$649K -$139K -2,749 -18%
SGAM
403
Stephens Group Asset Management
Arkansas
$648K
CCM
404
Coldstream Capital Management
Washington
$647K
APWM
405
Atlas Private Wealth Management
New York
$645K +$1.72K +34 +0.3%
SCA
406
Snowden Capital Advisors
New York
$645K +$37.1K +732 +6%
APP
407
Avantax Planning Partners
Iowa
$641K +$122K +2,411 +23%
ECM
408
Evergreen Capital Management
Washington
$638K
KIG
409
Kowal Investment Group
Wisconsin
$638K +$292K +5,771 +84%
EDRH
410
Edmond de Rothschild Holding
Switzerland
$629K -$56.2K -1,110 -8%
CIA
411
Compass Ion Advisors
Pennsylvania
$616K +$617K +12,193 New
SCM
412
Stonehearth Capital Management
Massachusetts
$613K +$614K +12,125 New
OPA
413
Old Port Advisors
Maine
$598K +$94.7K +1,871 +19%
H
414
HoyleCohen
California
$590K +$591K +11,670 New
AA
415
Argent Advisors
Louisiana
$575K +$41.9K +828 +8%
CMS
416
Capital Market Strategies
Florida
$567K +$4.56K +90 +0.8%
SWP
417
Summit Wealth Partners
Florida
$564K -$17.2K -339 -3%
PIMG
418
Patriot Investment Management Group
Tennessee
$562K
IWM
419
IHT Wealth Management
Illinois
$556K
WIA
420
World Investment Advisors
California
$555K +$556K +10,980 New
CSWG
421
Cardinal Strategic Wealth Guidance
Kentucky
$547K +$549K +10,837 New
FHA
422
First Horizon Advisors
Tennessee
$540K -$45.6K -900 -8%
IA
423
Insight Advisors
Pennsylvania
$538K -$188K -3,714 -26%
EVM
424
Eaton Vance Management
Massachusetts
$535K
SIM
425
SSI Investment Management
California
$528K -$8.35K -165 -2%

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.