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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
NP
526
NorthRock Partners
Minnesota
$265K +$7.8K +154 +3%
WTC
527
WhitTier Trust Company
Nevada
$263K
Vontobel Holding
528
Vontobel Holding
Switzerland
$262K +$37.8K +746 +17%
KF
529
Krilogy Financial
Missouri
$261K +$15.1K +298 +6%
WA
530
Wealthstar Advisors
Texas
$257K
MLIC
531
Mandatum Life Insurance Company
Finland
$256K
FRA
532
Front Row Advisors
California
$251K +$5.06K +100 +2%
HF
533
HRT Financial
New York
$249K +$250K +4,930 New
AWM
534
Apollon Wealth Management
South Carolina
$248K -$33.7K -666 -12%
CL
535
CPWM LLC
Washington
$248K
SYBT
536
Stock Yards Bank & Trust
Kentucky
$248K
TA
537
TrueWealth Advisors
Alabama
$248K
LF
538
Lee Financial
Texas
$247K -$22.5K -445 -8%
CWP
539
CFM Wealth Partners
Texas
$245K
NCM
540
Noesis Capital Mangement
Florida
$242K
GIA
541
Gladstone Institutional Advisory
Florida
$241K +$241K +4,766 New
CIM
542
Confluence Investment Management
Missouri
$240K
RWM
543
RBA Wealth Management
California
$234K +$51 +1 +0%
EA
544
Efficient Advisors
Ohio
$233K -$161K -3,189 -41%
PHS
545
Pekin Hardy Strauss
Illinois
$229K
SSWM
546
Smith Salley Wealth Management
North Carolina
$228K -$4.9M -96,859 -96%
IF
547
Intrua Financial
Texas
$228K
Lido Advisors
548
Lido Advisors
California
$228K +$229K +4,517 New
LA
549
LexAurum Advisors
Kansas
$227K +$227K +4,488 New
TCM
550
Triumph Capital Management
Colorado
$224K +$225K +4,438 New

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.