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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
IAG
576
Investmark Advisory Group
Connecticut
$213K +$215K +4,275 New
WJWM
577
Williams Jones Wealth Management
New York
$212K
APA
578
Astoria Portfolio Advisors
New York
$210K -$880K -17,469 -81%
BBNA
579
Bremer Bank National Association
Minnesota
$208K +$210K +4,163 New
FA
580
Fortis Advisors
Pennsylvania
$207K
LDFR
581
Lehman & Derafelo Financial Resources
Pennsylvania
$207K
SWP
582
Strategic Wealth Partners
Ohio
$204K -$145K -2,888 -41%
AGP
583
Autumn Glory Partners
Texas
$201K +$203K +4,034 New
CWA
584
Clearview Wealth Advisors
Oregon
$200K +$201K +4,000 New
CT
585
Cambridge Trust
Massachusetts
$198K
CSWG
586
Cardinal Strategic Wealth Guidance
Kentucky
$194K -$350K -6,941 -64%
BCV
587
Banque Cantonale Vaudoise
Switzerland
$185K +$10.1K +200 +6%
AA
588
Ancora Advisors
Ohio
$184K +$62.7K +1,245 +51%
Fifth Third Bancorp
589
Fifth Third Bancorp
Ohio
$175K +$5.54K +110 +3%
CAL
590
Capital Advisors Ltd
Ohio
$173K +$201 +4 +0.1%
WBC
591
West Branch Capital
Massachusetts
$172K +$201 +4 +0.1%
IFA
592
Interactive Financial Advisors
Illinois
$162K -$29.4K -583 -15%
CFD
593
Creative Financial Designs
Indiana
$150K +$151K +3,004 New
HS
594
Horan Securities
United States
$145K -$62K -1,231 -30%
OHWP
595
Oak Harbor Wealth Partners
North Carolina
$140K -$5.04K -100 -3%
MA
596
MCF Advisors
Kentucky
$132K +$75.4K +1,497 +131%
EIP
597
Ellis Investment Partners
Pennsylvania
$129K -$31.4K -624 -19%
HI
598
Harbour Investments
Wisconsin
$129K +$130K +2,582 New
PFBT
599
Parkside Financial Bank & Trust
Missouri
$113K -$5.04K -100 -4%
LF
600
Lee Financial
Texas
$112K -$133K -2,635 -54%

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.