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iShares Floating Rate Bond ETF

670 hedge funds and large institutions have $5.97B invested in iShares Floating Rate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 217 increasing their positions, 303 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 62

0% more funds holding

Funds holding: 668670 (+2)

0.85% less ownership

Funds ownership: 66.21%65.36% (-0.85%)

5% less capital invested

Capital invested by funds: $6.28B → $5.97B (-$307M)

11% less funds holding in top 10

Funds holding in top 10: 7264 (-8)

28% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 303

Holders
670
Holders Change
+2
Holders Change %
+0.3%
% of All Funds
11.54%
Holding in Top 10
64
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.11%
% of All Funds
1.1%
New
76
Increased
217
Reduced
303
Closed
62
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IF
576
Intrua Financial
Texas
$209K -$4.77K -95 -2%
FA
577
Fortis Advisors
Pennsylvania
$208K
LDFR
578
Lehman & Derafelo Financial Resources
Pennsylvania
$208K
LWP
579
Legacy Wealth Planning
Nevada
$207K -$195K -3,882 -76%
SWP
580
Strategic Wealth Partners
Ohio
$206K
AGP
581
Autumn Glory Partners
Texas
$203K
ACK
582
Andrew C. Karlinski
$202K -$92.2K -1,836 -31%
BA
583
Bridge Advisory
California
$202K +$202K +4,015 New
CWA
584
Clearview Wealth Advisors
Oregon
$201K
Fidelity Investments
585
Fidelity Investments
Massachusetts
$199K -$74.4M -1,481,150 -100%
CT
586
Cambridge Trust
Massachusetts
$199K
BCV
587
Banque Cantonale Vaudoise
Switzerland
$186K
AA
588
Ancora Advisors
Ohio
$185K +$201 +4 +0.1%
AIP
589
Almanack Investment Partners
Pennsylvania
$176K +$176K +3,510 New
CAL
590
Capital Advisors Ltd
Ohio
$175K +$552 +11 +0.3%
WBC
591
West Branch Capital
Massachusetts
$174K +$603 +12 +0.3%
IFA
592
Interactive Financial Advisors
Illinois
$174K +$11.1K +222 +7%
IAIM
593
Industrial Alliance Investment Management
Quebec, Canada
$171K -$465K -9,268 -73%
CFD
594
Creative Financial Designs
Indiana
$152K +$653 +13 +0.4%
FRA
595
Front Row Advisors
California
$149K -$100K -2,000 -40%
OHWP
596
Oak Harbor Wealth Partners
North Carolina
$141K
HI
597
Harbour Investments
Wisconsin
$129K
Fifth Third Bancorp
598
Fifth Third Bancorp
Ohio
$126K -$50.6K -1,008 -29%
EIP
599
Ellis Investment Partners
Pennsylvania
$126K -$4.07K -81 -3%
HS
600
Horan Securities
United States
$121K -$23.9K -475 -16%

FLOT Hedge Fund Activity: Q3 2022 in Review

670 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q3 2022, worth a combined $5.97B — down 4.9% from $6.28B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new FLOT positions and 62 closed out — a net gain of 14 holders — while 217 added to existing stakes and 303 trimmed.

The largest buyer was Northern Trust, adding an estimated $39.3M. The largest seller was Jane Street, cutting an estimated $97.1M.

  • 670 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q3 2022, up from 668 in Q2 2022.
  • Funds reported $5.97B of iShares Floating Rate Bond ETF stock for Q3 2022, down 4.9% quarter-over-quarter.
  • 76 funds opened new iShares Floating Rate Bond ETF positions in Q3 2022 and 62 closed out, a net change of +14 holders.
  • The largest iShares Floating Rate Bond ETF buyer in Q3 2022 was Northern Trust, an estimated $39.3M added.
  • The largest iShares Floating Rate Bond ETF seller in Q3 2022 was Jane Street, an estimated $97.1M sold.

Based on aggregated 13F filings for Q3 2022.