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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
HBW
601
Hazlett, Burt & Watson
West Virginia
$42K +$42.1K +831 New
CAL
602
Capital Analysts LLC
Pennsylvania
$36K +$51 +1 +0.1%
SC
603
SouthState Corp
Florida
$34K +$3.44K +68 +11%
HPC
604
HM Payson & Co
Maine
$32K +$31.8K +629 New
SCA
605
Stonebridge Capital Advisors
Minnesota
$32K +$32.3K +637 New
FGAM
606
Financial Gravity Asset Management
Texas
$31.2K -$383K -7,569 -89%
PCTC
607
Perkins Coie Trust Company
Washington
$30K
PWM
608
Provident Wealth Management
Tennessee
$29K -$9.52K -188 -24%
CMA
609
Cedar Mountain Advisors
Oregon
$28K +$27.8K +550 New
BLC
610
Brown, Lisle/Cummings
Rhode Island
$25.3K
CP
611
Castleview Partners
Texas
$25K -$1.11M -21,860 -98%
AIM
612
Astor Investment Management
Illinois
$25K +$12.6K +249 +99%
GI
613
Gradient Investments
Minnesota
$22K -$354 -7 -2%
TIM
614
Tevis Investment Management
Texas
$18K +$19K +376 New
SMG
615
Spectrum Management Group
Indiana
$17K
CICI
616
Capital Investment Counsel Inc
North Carolina
$17K +$17.5K +345 New
KFS
617
Kelly Financial Services
Massachusetts
$16.2K +$51 +1 +0.3%
PFA
618
Professional Financial Advisors
Nebraska
$16K
RG
619
Retirement Group
California
$16K
TFGT
620
TS Financial Group (TSFG)
Illinois
$16K
KC
621
Knuff & Co
California
$15K +$15.2K +300 New
CHA
622
Carmichael Hill & Associates
Maryland
$14K
TF
623
Tompkins Financial
New York
$14K +$14.5K +287 New
BFEC
624
Benjamin F. Edwards & Company
Missouri
$13K
AF
625
Arrow Financial
New York
$13K +$13.3K +262 New

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.