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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
GGS
451
Galvin Gaustad & Stein
Arizona
$459K -$810K -15,991 -64%
WAM
452
Weatherly Asset Management
California
$458K -$30.4K -600 -6%
LWM
453
Laidlaw Wealth Management
New York
$457K +$71.8K +1,419 +19%
GCA
454
Gradient Capital Advisors
California
$452K
1CM
455
1492 Capital Management
Wisconsin
$449K +$450K +8,888 New
APWA
456
Atlas Private Wealth Advisors
New Jersey
$446K -$15.2K -300 -3%
DCM
457
Donaldson Capital Management
Indiana
$436K
IP
458
Ignite Planners
California
$435K +$12.6K +248 +3%
Cerity Partners
459
Cerity Partners
New York
$434K
IFG
460
Independent Financial Group
California
$430K +$34.4K +680 +9%
OAM
461
Oak Asset Management
California
$429K
CS
462
Credit Suisse
Switzerland
$418K
SFG
463
StrategIQ Financial Group
Indiana
$416K -$73.8K -1,458 -15%
WP
464
WealthShield Partners
North Carolina
$412K +$9.67K +191 +2%
EWA
465
Exencial Wealth Advisors
Oklahoma
$403K +$116K +2,296 +40%
SWM
466
Selective Wealth Management
Virginia
$400K +$396K +7,819 +8,061%
BWA
467
Beam Wealth Advisors
Louisiana
$398K -$120K -2,369 -23%
NFP
468
Narus Financial Partners
Utah
$397K +$398K +7,868 New
VAS
469
Vestmark Advisory Solutions
Massachusetts
$397K -$7.39K -146 -2%
ACM
470
Azimuth Capital Management
Michigan
$394K +$32.7K +645 +9%
EWA
471
Evolution Wealth Advisors
Florida
$391K
SS
472
Simplicity Solutions
Minnesota
$391K +$392K +7,740 New
BAM
473
Bayshore Asset Management
Florida
$383K +$76K +1,501 +25%
AIC
474
Argus Investors Counsel
New York
$380K
GTAM
475
Global Trust Asset Management
Florida
$380K +$351K +6,936 +1,176%

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.