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iShares Floating Rate Bond ETF

668 hedge funds and large institutions have $6.28B invested in iShares Floating Rate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 242 increasing their positions, 249 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 66

33% more funds holding in top 10

Funds holding in top 10: 5472 (+18)

4% more funds holding

Funds holding: 645668 (+23)

4% more capital invested

Capital invested by funds: $6.06B → $6.28B (+$215M)

0.21% more ownership

Funds ownership: 66%66.21% (+0.21%)

3% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 249

Holders
668
Holders Change
+23
Holders Change %
+3.57%
% of All Funds
11.25%
Holding in Top 10
72
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+33.33%
% of All Funds
1.21%
New
98
Increased
242
Reduced
249
Closed
66
Calls
$110K
Puts
Net Calls
+$110K
Net Calls Change
+$110K
Name Holding Trade Value Shares
Change
Change in
Stake
CF
476
Cantor Fitzgerald
New York
$432K +$436K +8,659 New
CT
477
Caldwell Trust
Florida
$429K -$1.84M -36,478 -81%
BFG
478
Barber Financial Group
Kansas
$423K +$427K +8,478 New
RWM
479
Reston Wealth Management
Virginia
$418K +$422K +8,379 New
CIS
480
Continental Investors Services
Washington
$412K +$109K +2,166 +36%
AIC
481
Argus Investors Counsel
New York
$409K +$34.8K +690 +9%
IP
482
Ignite Planners
California
$403K -$27.8K -551 -6%
LWANC
483
Laurel Wealth Advisors (North Carolina)
North Carolina
$399K +$118K +2,347 +42%
WP
484
WealthShield Partners
North Carolina
$397K -$10K -199 -2%
EWA
485
Exencial Wealth Advisors
Oklahoma
$395K -$2.77K -55 -0.7%
LA
486
LexAurum Advisors
Kansas
$394K +$171K +3,403 +76%
EWA
487
Evolution Wealth Advisors
Florida
$386K
WT
488
Whittier Trust
California
$381K -$95.7K -1,900 -20%
NFP
489
Narus Financial Partners
Utah
$376K -$17.3K -344 -4%
IFG
490
Independent Financial Group
California
$375K -$51K -1,012 -12%
VAS
491
Vestmark Advisory Solutions
Massachusetts
$373K -$19.5K -388 -5%
FA
492
Fiducient Advisors
Illinois
$369K +$372K +7,384 New
SGAM
493
Stephens Group Asset Management
Arkansas
$364K -$279K -5,540 -43%
BCA
494
Bay Colony Advisors
Massachusetts
$354K -$467K -9,282 -57%
CA
495
Continuum Advisory
Idaho
$349K -$9.97K -198 -3%
AOWM
496
Alpha Omega Wealth Management
Virginia
$349K
GC
497
Grimes & Company
Massachusetts
$349K
PIA
498
Powell Investment Advisors
Florida
$346K
VCM
499
Virtue Capital Management
Tennessee
$346K +$349K +6,928 New
MGIA
500
Moneta Group Investment Advisors
Missouri
$343K +$346K +6,871 New

FLOT Hedge Fund Activity: Q2 2022 in Review

668 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q2 2022, worth a combined $6.28B — up 3.5% from $6.06B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new FLOT positions and 66 closed out — a net gain of 32 holders — while 242 added to existing stakes and 249 trimmed.

The largest buyer was Franklin Resources, adding an estimated $165M. The largest seller was Fidelity Investments, cutting an estimated $129M.

  • 668 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q2 2022, up from 645 in Q1 2022.
  • Funds reported $6.28B of iShares Floating Rate Bond ETF stock for Q2 2022, up 3.5% quarter-over-quarter.
  • 98 funds opened new iShares Floating Rate Bond ETF positions in Q2 2022 and 66 closed out, a net change of +32 holders.
  • The largest iShares Floating Rate Bond ETF buyer in Q2 2022 was Franklin Resources, an estimated $165M added.
  • The largest iShares Floating Rate Bond ETF seller in Q2 2022 was Fidelity Investments, an estimated $129M sold.

Based on aggregated 13F filings for Q2 2022.