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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
LAM
526
LifePro Asset Management
California
$298K -$7.83K -156 -3%
NFP
527
Narus Financial Partners
Utah
$293K -$40K -796 -12%
RPC
528
Rossmore Private Capital
Connecticut
$289K -$82.8K -1,650 -22%
EWA
529
Exencial Wealth Advisors
Oklahoma
$288K -$198K -3,943 -41%
HFS
530
Haverford Financial Services
Pennsylvania
$285K
SWM
531
Sanctuary Wealth Management
Idaho
$284K -$37.6K -748 -12%
BAM
532
Byrne Asset Management
New Jersey
$284K -$1.01M -20,110 -78%
RJT
533
Raymond James Trust
Florida
$284K -$18K -359 -6%
WI
534
Wintrust Investments
Illinois
$284K -$15.7K -313 -5%
MIFH
535
Migdal Insurance & Financial Holdings
Israel
$274K
WA
536
Wealthstar Advisors
Texas
$272K -$9.49K -189 -3%
SPWM
537
Schrum Private Wealth Management
Florida
$271K -$186K -3,697 -41%
EA
538
Efficient Advisors
Ohio
$268K +$34.6K +689 +15%
Corient Private Wealth
539
Corient Private Wealth
Florida
$265K +$265K +5,272 New
TSS
540
Two Sigma Securities
New York
$265K -$107K -2,133 -29%
CAC
541
Certified Advisory Corp
Florida
$262K +$30.7K +611 +13%
NP
542
NorthRock Partners
Minnesota
$262K +$3.56K +71 +1%
SFP
543
Shepherd Financial Partners
Massachusetts
$262K +$100 +2 +0%
HFA
544
High Falls Advisors
New York
$262K -$618K -12,301 -70%
FIA
545
Foundations Investment Advisors
Arizona
$261K -$91.3K -1,818 -26%
PFS
546
Prospera Financial Services
Texas
$260K -$115K -2,288 -31%
WMA
547
Wealth Management Associates
New Jersey
$259K -$408K -8,135 -61%
CT
548
Caldwell Trust
Florida
$258K -$75.3K -1,500 -23%
MLIC
549
Mandatum Life Insurance Company
Finland
$255K
EIC
550
Equity Investment Corp
Georgia
$253K -$30.9K -615 -11%

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.