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iShares Floating Rate Bond ETF
FLOT

587 hedge funds and large institutions have $4.55B invested in iShares Floating Rate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 206 increasing their positions, 173 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 45

19% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 173

18% more funds holding in top 10

Funds holding in top 10: 28 → 33 (+5)

11% more funds holding

Funds holding: 528 → 587 (+59)

9% more capital invested

Capital invested by funds: $4.2B → $4.55B (+$357M)

0.4% more ownership

Funds ownership: 62.75% → 63.15% (+0.4%)

Holders
587
Holders Change
+59
Holders Change %
+11.17%
% of All Funds
9.03%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.51%
New
113
Increased
206
Reduced
173
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$74.1M
2
GT
Glenview Trust
Kentucky
+$55.4M
3
Bank of America
Bank of America
North Carolina
+$54M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$30.3M
5
Prudential Financial
Prudential Financial
New Jersey
+$25.9M

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$110M
2
CI
CX Institutional
Indiana
-$13.5M
3
DC
Davenport & Co
Virginia
-$9.98M
4
JP Morgan Chase
JP Morgan Chase
New York
-$9.03M
5
LG
Leuthold Group
Minnesota
-$8.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
526
BDO Wealth Advisors
Florida
$73K – – –
PB
527
Pinnacle Bancorp
Nebraska
$72K – – –
FFA
528
Founders Financial Alliance
North Carolina
$69K -$1.01K -20 -1%
SSC
529
Syverson Strege & Co
Iowa
$67K +$101 +2 +0.2%
GEA
530
Glen Eagle Advisors
New Jersey
$66.2K – – –
HIA
531
Harbor Investment Advisory
Maryland
$63K – – –
JWA
532
JFS Wealth Advisors
Pennsylvania
$60K – – –
MHR
533
Matthew Hamilton Rosenberg
$57K – – –
CT
534
Cambridge Trust
Massachusetts
$51K +$50.7K +1,000 New
BWP
535
Baldwin Wealth Partners
Massachusetts
$50K – – –
HCP
536
Hexagon Capital Partners
Arkansas
$47K – – –
ADL
537
Asset Dedication LLC
California
$43K – – –
FGAM
538
Financial Gravity Asset Management
Texas
$40.3K +$36.6K +721 +9%
PWM
539
Provident Wealth Management
Tennessee
$39K +$2.49K +49 +7%
CAL
540
Capital Analysts LLC
Pennsylvania
$36K +$51 +1 +0.1%
BFC
541
Bedel Financial Consulting
Indiana
$33K – – –
GTAM
542
Global Trust Asset Management
Florida
$30K – – –
PCTC
543
Perkins Coie Trust Company
Washington
$30K – – –
SC
544
SouthState Corp
Florida
$30K +$30.4K +599 New
IAG
545
Investmark Advisory Group
Connecticut
$30K +$30.8K +608 New
BLC
546
Brown, Lisle/Cummings
Rhode Island
$25.4K +$25.4K +500 New
CFA
547
Carroll Financial Associates
North Carolina
$25K -$3.01M -59,390 -99%
BWL
548
Bogart Wealth LLC
Virginia
$25K – – –
GI
549
Gradient Investments
Minnesota
$22K +$406 +8 +2%
National Bank of Canada
550
National Bank of Canada
Quebec, Canada
$20K +$19.5K +384 New
20 21
22
23 24

FLOT Hedge Fund Activity: Q4 2021 in Review

587 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q4 2021, worth a combined $4.55B — up 8.5% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new FLOT positions and 45 closed out — a net gain of 68 holders — while 206 added to existing stakes and 173 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $74.1M. The largest seller was AssetMark Inc, cutting an estimated $110M.

  • 587 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q4 2021, up from 528 in Q3 2021.
  • Funds reported $4.55B of iShares Floating Rate Bond ETF stock for Q4 2021, up 8.5% quarter-over-quarter.
  • 113 funds opened new iShares Floating Rate Bond ETF positions in Q4 2021 and 45 closed out, a net change of +68 holders.
  • The largest iShares Floating Rate Bond ETF buyer in Q4 2021 was Fidelity Investments, an estimated $74.1M added.
  • The largest iShares Floating Rate Bond ETF seller in Q4 2021 was AssetMark Inc, an estimated $110M sold.

Based on aggregated 13F filings for Q4 2021.