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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
CIS
476
Continental Investors Services
Washington
$401K -$9.04K -180 -2%
WA
477
Waverly Advisors
Alabama
$400K +$399K +7,947 New
BAM
478
BTS Asset Management
Massachusetts
$400K -$233K -4,640 -37%
SW
479
SteelPeak Wealth
California
$397K -$162K -3,221 -29%
UL
480
Unionview LLC
Washington
$390K +$389K +7,749 New
EWA
481
Evolution Wealth Advisors
Florida
$389K
CF
482
Cantor Fitzgerald
New York
$380K -$7.63K -152 -2%
PA
483
Parallel Advisors
California
$373K -$85.8K -1,710 -19%
TDC
484
Thompson Davis & Co
Virginia
$369K +$17K +338 +5%
WP
485
WealthShield Partners
North Carolina
$368K -$29.2K -581 -7%
RCAG
486
Rehmann Capital Advisory Group
Michigan
$368K -$456K -9,090 -55%
DC
487
DeDora Capital
California
$364K
SIA
488
Strategic Investment Advisors
Michigan
$363K +$119K +2,380 +49%
QCIG
489
Quad-Cities Investment Group
Iowa
$359K +$358K +7,140 New
FPGK
490
Financial Partners Group (Kansas)
Kansas
$355K +$352K +7,010 New
CFAM
491
Center For Asset Management
Florida
$353K +$352K +7,009 New
AOWM
492
Alpha Omega Wealth Management
Virginia
$352K
MAM
493
Milestone Asset Management
Pennsylvania
$352K +$349K +6,953 New
BCA
494
Bay Colony Advisors
Massachusetts
$351K -$33.6K -670 -9%
DWM
495
Defined Wealth Management
Oregon
$351K +$350K +6,979 New
IAG
496
Investmark Advisory Group
Connecticut
$350K +$94.6K +1,884 +37%
LWM
497
Laidlaw Wealth Management
New York
$349K -$75K -1,494 -18%
VCM
498
Virtue Capital Management
Tennessee
$346K
SWM
499
Spire Wealth Management
Virginia
$344K -$199K -3,971 -37%
CCP
500
Cunning Capital Partners
North Carolina
$340K +$339K +6,750 New

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.