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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
CCP
551
Carmel Capital Partners
California
$220K
CT
552
Coastline Trust
Rhode Island
$216K +$217K +4,280 New
CTFG
553
Capstone Triton Financial Group
Oklahoma
$216K +$217K +4,287 New
WJWM
554
Williams Jones Wealth Management
New York
$215K
SEI Investments
555
SEI Investments
Pennsylvania
$215K +$218K +4,302 New
AAS
556
Ameritas Advisory Services
Nebraska
$211K +$211K +4,174 New
9WM
557
9258 Wealth Management
Ohio
$211K +$211K +4,177 New
LDFR
558
Lehman & Derafelo Financial Resources
Pennsylvania
$210K
FA
559
Fortis Advisors
Pennsylvania
$209K +$209K +4,137 New
HS
560
Horan Securities
United States
$208K +$6.58K +130 +3%
RWA
561
Redhawk Wealth Advisors
Minnesota
$205K -$330K -6,516 -62%
LFAS
562
Level Four Advisory Services
Texas
$205K +$205K +4,055 New
AWA
563
Amplius Wealth Advisors
Pennsylvania
$202K +$203K +4,000 New
CIP
564
Capital Insight Partners
Arizona
$200K
CT
565
Cambridge Trust
Massachusetts
$200K +$150K +2,965 +297%
BCV
566
Banque Cantonale Vaudoise
Switzerland
$177K +$56.7K +1,120 +47%
CAL
567
Capital Advisors Ltd
Ohio
$175K +$175K +3,465 New
WBC
568
West Branch Capital
Massachusetts
$174K +$101 +2 +0.1%
IFA
569
Interactive Financial Advisors
Illinois
$173K +$34.9K +689 +22%
Fifth Third Bancorp
570
Fifth Third Bancorp
Ohio
$172K
Citigroup
571
Citigroup
New York
$163K +$148K +2,928 +976%
EIP
572
Ellis Investment Partners
Pennsylvania
$162K +$8.56K +169 +6%
Carson Wealth (CWM LLC)
573
Carson Wealth (CWM LLC)
Nebraska
$161K -$60.6K -1,196 -27%
OHWP
574
Oak Harbor Wealth Partners
North Carolina
$147K
SPWM
575
Spartan Planning & Wealth Management
North Carolina
$133K +$133K +2,631 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.