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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
ACK
526
Andrew C. Karlinski
$293K
BWA
527
Beam Wealth Advisors
Louisiana
$291K -$103K -2,036 -26%
SYBT
528
Stock Yards Bank & Trust
Kentucky
$289K +$44.6K +885 +18%
HFS
529
Haverford Financial Services
Pennsylvania
$286K +$14.9K +296 +5%
HF
530
HRT Financial
New York
$286K +$40.4K +802 +16%
ACIM
531
Azimuth Capital Investment Management
Michigan
$286K +$288K +5,725 New
SIC
532
Sterling Investment Counsel
New York
$280K +$283K +5,610 New
MA
533
Maxele Advisors
Missouri
$280K +$3.78K +75 +1%
WDC
534
Woodward Diversified Capital
California
$274K -$22K -437 -7%
AIP
535
Ameritas Investment Partners
Nebraska
$273K +$252 +5 +0.1%
MIFH
536
Migdal Insurance & Financial Holdings
Israel
$272K
4WM
537
4J Wealth Management
Virginia
$271K +$1.01K +20 +0.4%
WQ
538
Wealth Quarterback
New Jersey
$269K +$271K +5,382 New
VCM
539
Vivaldi Capital Management
Illinois
$268K
SFG
540
Snider Financial Group
Washington
$263K -$11.9K -237 -4%
SAM
541
Seelaus Asset Management
New Jersey
$262K -$98.6K -1,957 -27%
CWM
542
Cabot Wealth Management
Massachusetts
$261K -$17.6K -350 -6%
BAS
543
Brown Advisory Securities
Maryland
$260K -$252K -4,998 -49%
SFP
544
Shepherd Financial Partners
Massachusetts
$260K -$112K -2,219 -30%
WTC
545
WhitTier Trust Company
Nevada
$260K
NP
546
NorthRock Partners
Minnesota
$259K -$3.68K -73 -1%
LWP
547
Legacy Wealth Planning
Nevada
$257K +$259K +5,139 New
MLIC
548
Mandatum Life Insurance Company
Finland
$253K
WA
549
Wealthstar Advisors
Texas
$253K
FRA
550
Front Row Advisors
California
$248K

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.