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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
HI
451
Harbour Investments
Wisconsin
$492K +$361K +7,190 +278%
AA
452
Argent Advisors
Louisiana
$473K -$22.7K -453 -5%
WSCM
453
Wellington Shields Capital Management
New York
$473K
TIA
454
Traphagen Investment Advisors
New Jersey
$471K
RA
455
RFG Advisory
Alabama
$468K +$466K +9,280 New
AWM
456
Apollon Wealth Management
South Carolina
$468K +$467K +9,306 New
RCM
457
Raleigh Capital Management
North Carolina
$462K +$461K +9,180 New
KFAA
458
Klaas Financial Asset Advisors
Illinois
$462K -$457K -9,098 -50%
CWA
459
Capital Wealth Alliance
Arizona
$460K -$17.3K -344 -4%
PIMG
460
Patriot Investment Management Group
Tennessee
$459K -$93.5K -1,862 -17%
CCG
461
Ceeto Capital Group
Florida
$453K -$100K -2,000 -18%
Deutsche Bank
462
Deutsche Bank
Germany
$451K +$53.8K +1,071 +14%
GIS
463
Grayhawk Investment Strategies
Alberta, Canada
$438K -$2.56M -50,981 -81%
APWA
464
Atlas Private Wealth Advisors
New Jersey
$434K
WIA
465
World Investment Advisors
California
$432K +$431K +8,589 New
HSG
466
Helen Stephens Group
Texas
$424K +$423K +8,417 New
BA
467
Bard Associates
Illinois
$418K -$10.8K -215 -3%
MA
468
Montag & Associates
Georgia
$418K -$22.6K -450 -5%
Brown Advisory
469
Brown Advisory
Maryland
$413K +$412K +8,206 New
AIC
470
Argus Investors Counsel
New York
$413K
SPWG
471
Syntegra Private Wealth Group
Missouri
$412K +$411K +8,193 New
LWANC
472
Laurel Wealth Advisors (North Carolina)
North Carolina
$406K +$3.67K +73 +0.9%
IC
473
Inscription Capital
Texas
$406K +$2.76K +55 +0.7%
PCA
474
Peddock Capital Advisors
Massachusetts
$405K -$1.54M -30,654 -79%
AWM
475
Accurate Wealth Management
Florida
$403K +$74.1K +1,476 +23%

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.