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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
SFP
476
Shepherd Financial Partners
Massachusetts
$377K -$2.89K -57 -0.8%
B
477
Bailard
California
$369K -$2.28M -44,957 -86%
SAM
478
Seelaus Asset Management
New Jersey
$364K +$95.6K +1,889 +35%
CA
479
Continuum Advisory
Idaho
$363K +$364K +7,191 New
WWA
480
WC Walker & Associates
California
$359K -$6.48K -128 -2%
EH
481
Equitable Holdings
New York
$357K +$93.1K +1,839 +35%
OWA
482
Outlook Wealth Advisors
Texas
$356K -$4.35K -86 -1%
RPC
483
Rossmore Private Capital
Connecticut
$354K +$46.4K +917 +15%
GC
484
Grimes & Company
Massachusetts
$353K -$73.9K -1,459 -17%
AOWM
485
Alpha Omega Wealth Management
Virginia
$353K
SWP
486
Strategic Wealth Partners
Ohio
$352K -$49.1K -970 -12%
PIA
487
Powell Investment Advisors
Florida
$350K
FF
488
Friedenthal Financial
New Jersey
$348K -$153K -3,021 -30%
FPCM
489
Financial Partners Capital Management
New York
$345K
OAM
490
Occidental Asset Management
California
$337K -$27.8K -550 -8%
AWA
491
Acorn Wealth Advisors
Michigan
$335K -$3.19K -63 -0.9%
FDCDDQ
492
Federation des caisses Desjardins du Quebec
Quebec, Canada
$334K +$15.2K +300 +5%
DDPIC
493
Deroy & Devereaux Private Investment Counsel
Michigan
$333K
KPWS
494
Kestra Private Wealth Services
Texas
$331K +$332K +6,560 New
RB
495
Renasant Bank
Mississippi
$325K
LGA
496
Lebenthal Global Advisors
New York
$318K -$50.6K -1,000 -14%
D
497
Dentgroup
Louisiana
$315K +$253 +5 +0.1%
AWA
498
Artemis Wealth Advisors
New York
$315K +$34.4K +679 +12%
IAG
499
Investment Advisory Group
Massachusetts
$313K +$13K +257 +4%
HFA
500
High Falls Advisors
New York
$311K -$1.13M -22,236 -78%

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.