We are live on ! Find out more
FLOT icon

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
MIH
401
Meitav Investment House
Israel
$668K -$4.97K -99 -0.7%
SCM
402
Stonehearth Capital Management
Massachusetts
$667K -$641K -12,760 -49%
FCM
403
Fourpath Capital Management
Oklahoma
$667K +$665K +13,246 New
VC
404
Vicus Capital
Pennsylvania
$666K -$241K -4,791 -27%
SAM
405
Strategy Asset Managers
California
$662K -$155K -3,084 -19%
RIA
406
Realta Investment Advisors
Delaware
$661K -$16.9K -336 -2%
AWE
407
Avidian Wealth Enterprises
Texas
$659K -$43K -856 -6%
SWA
408
Sax Wealth Advisors
New Jersey
$654K -$24.1K -480 -4%
IFG
409
Independent Financial Group
California
$637K +$223K +4,450 +54%
H
410
HoyleCohen
California
$633K +$56K +1,115 +10%
EWM
411
Executive Wealth Management
Michigan
$632K +$597K +11,896 +1,813%
NFG
412
Nations Financial Group
Iowa
$631K -$33.4K -665 -5%
CIAS
413
Capital Investment Advisory Services
North Carolina
$628K -$16.2K -323 -3%
BNP Paribas Financial Markets
414
BNP Paribas Financial Markets
France
$623K +$620K +12,344 +38,575%
Comerica Bank
415
Comerica Bank
Texas
$614K -$296K -5,891 -33%
CA
416
Calton & Associates
Florida
$614K +$138K +2,750 +29%
BFC
417
Blue Fin Capital
Rhode Island
$613K +$145K +2,892 +31%
Manulife (Manufacturers Life Insurance)
418
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$606K +$605K +12,045 New
RIG
419
RiverFront Investment Group
Virginia
$606K +$10.7K +214 +2%
WFM
420
Wolff Financial Management
Michigan
$606K -$699K -13,932 -54%
EBA
421
Eagle Bay Advisors
New York
$606K -$396K -7,889 -40%
TF
422
Trek Financial
Arizona
$606K -$2.3M -45,742 -79%
BWM
423
Birchcreek Wealth Management
Ohio
$599K
SFS
424
Security Financial Services
Indiana
$594K +$170K +3,386 +40%
HWM
425
Howard Wealth Management
Connecticut
$593K -$242K -4,815 -29%

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.