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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
FFA
551
Farther Finance Advisors
California
$252K +$252K +5,016 New
BA
552
Bridge Advisory
California
$251K +$48.7K +971 +24%
WTC
553
WhitTier Trust Company
Nevada
$249K -$12.6K -250 -5%
AWG
554
Altus Wealth Group
Colorado
$249K +$248K +4,947 New
SWA
555
Stratos Wealth Advisors
Ohio
$249K -$11.3K -225 -4%
BCM
556
Brasada Capital Management
Texas
$248K
CWP
557
CFM Wealth Partners
Texas
$244K
TA
558
TrueWealth Advisors
Alabama
$242K -$4.17K -83 -2%
AIP
559
Ameritas Investment Partners
Nebraska
$242K +$50 +1 +0%
FIBT
560
First International Bank & Trust
North Dakota
$241K +$240K +4,785 New
BJL
561
Brighton Jones LLC
Washington
$240K +$239K +4,769 New
SAM
562
Seelaus Asset Management
New Jersey
$239K -$7.53K -150 -3%
RSWM
563
Robertson Stephens Wealth Management
California
$236K -$73.9K -1,473 -24%
JF
564
Jump Financial
Illinois
$233K +$232K +4,629 New
LSPW
565
Lake Street Private Wealth
Illinois
$232K
IA
566
Insight Advisors
Pennsylvania
$232K -$13.1K -260 -5%
QPWM
567
Quadrant Private Wealth Management
Pennsylvania
$231K +$231K +4,597 New
BCI
568
Brinker Capital Investments
Pennsylvania
$231K +$230K +4,588 New
IWM
569
IHT Wealth Management
Illinois
$231K -$412K -8,198 -64%
MGIA
570
Moneta Group Investment Advisors
Missouri
$229K -$115K -2,294 -34%
LFAS
571
Level Four Advisory Services
Texas
$229K -$10K -200 -4%
SWM
572
Seaside Wealth Management
California
$229K +$2.51K +50 +1%
RWM
573
RBA Wealth Management
California
$227K +$251 +5 +0.1%
APA
574
Astoria Portfolio Advisors
New York
$226K +$225K +4,475 New
OPA
575
Old Port Advisors
Maine
$225K -$114K -2,280 -34%

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.