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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
WAM
576
Weatherly Asset Management
California
$223K -$6.02K -120 -3%
WAP
577
Wealthcare Advisory Partners
Pennsylvania
$222K -$969K -19,296 -81%
First Manhattan
578
First Manhattan
New York
$221K -$3.46K -69 -2%
ESB
579
Essex Savings Bank
Connecticut
$220K +$3.26K +65 +2%
CWM
580
Congress Wealth Management
Massachusetts
$217K -$125K -2,482 -36%
NGA
581
Naples Global Advisors
Florida
$217K +$217K +4,315 New
WQ
582
Wealth Quarterback
New Jersey
$217K -$40.2K -801 -16%
WJWM
583
Williams Jones Wealth Management
New York
$214K
CWM
584
Cabot Wealth Management
Massachusetts
$214K -$31.6K -630 -13%
LWP
585
Lumature Wealth Partners
Georgia
$210K -$287K -5,715 -58%
LDFR
586
Lehman & Derafelo Financial Resources
Pennsylvania
$209K
FA
587
Fortis Advisors
Pennsylvania
$208K
SWP
588
Strategic Wealth Partners
Ohio
$206K
AA
589
Addison Advisors
Vermont
$205K +$205K +4,075 New
CAS
590
Coppell Advisory Solutions
Texas
$204K +$203K +4,050 New
CASC
591
Coppell Advisory Solutions Corp
Texas
$204K +$203K +4,050 New
BWA
592
Beam Wealth Advisors
Louisiana
$203K -$94.1K -1,875 -32%
AGP
593
Autumn Glory Partners
Texas
$203K
CWA
594
Clearview Wealth Advisors
Oregon
$201K
CT
595
Cambridge Trust
Massachusetts
$200K
AA
596
Ancora Advisors
Ohio
$184K -$1.66K -33 -0.9%
IFA
597
Interactive Financial Advisors
Illinois
$183K +$8.33K +166 +5%
CAL
598
Capital Advisors Ltd
Ohio
$175K -$351 -7 -0.2%
SIC
599
Salem Investment Counselors
North Carolina
$172K +$172K +3,425 New
BCV
600
Banque Cantonale Vaudoise
Switzerland
$172K -$15.1K -300 -8%

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.