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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
AA
576
Ancora Advisors
Ohio
$123K +$51 +1 +0%
PFBT
577
Parkside Financial Bank & Trust
Missouri
$120K
AA
578
AlphaMark Advisors
Kentucky
$118K
SWM
579
Sugarloaf Wealth Management
Georgia
$111K -$61.6K -1,216 -36%
CWM
580
Curi Wealth Management
North Carolina
$110K +$10.4K +205 +10%
BONH
581
Bank of New Hampshire
New Hampshire
$103K +$103K +2,037 New
BW
582
Bison Wealth
Georgia
$93K -$19.9K -393 -18%
National Bank of Canada
583
National Bank of Canada
Quebec, Canada
$93K +$74.1K +1,463 +381%
FCB
584
First Command Bank
Texas
$83K +$79.3K +1,567 +2,271%
FCFS
585
First Command Financial Services
Texas
$83K +$79.3K +1,567 +2,271%
PB
586
Pinnacle Bancorp
Nebraska
$82K +$10K +198 +14%
EFS
587
Econ Financial Services
Pennsylvania
$73K -$532K -10,508 -88%
BWA
588
BDO Wealth Advisors
Florida
$73K
FFA
589
Founders Financial Alliance
North Carolina
$69K
SSC
590
Syverson Strege & Co
Iowa
$67K +$51 +1 +0.1%
GEA
591
Glen Eagle Advisors
New Jersey
$65.9K
HIA
592
Harbor Investment Advisory
Maryland
$65K +$2.89K +57 +5%
ADL
593
Asset Dedication LLC
California
$64K +$20.8K +410 +49%
FFA
594
Freedman Financial Associates
Massachusetts
$61K +$60.8K +1,200 New
AssetMark Inc
595
AssetMark Inc
California
$59K -$52M -1,027,960 -100%
JWA
596
JFS Wealth Advisors
Pennsylvania
$59K
MA
597
MCF Advisors
Kentucky
$58K +$57.8K +1,141 New
MHR
598
Matthew Hamilton Rosenberg
$57K
BWP
599
Baldwin Wealth Partners
Massachusetts
$50K
HCP
600
Hexagon Capital Partners
Arkansas
$47K

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.