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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
AAP
626
Arax Advisory Partners
Colorado
$11K -$3.95K -78 -27%
WWP
627
WR Wealth Planners
Missouri
$10.5K +$10.5K +208 New
ASBI
628
American State Bank (Iowa)
Iowa
$10.1K
NSB
629
Norway Savings Bank
Maine
$10K
CSB
630
City State Bank
Iowa
$9K
First Manhattan
631
First Manhattan
New York
$6K
MAWCM
632
Mine & Arao Wealth Creation & Management
California
$6K
BHWM
633
Bay Harbor Wealth Management
Maryland
$6K +$5.87K +116 New
BBHC
634
Brown Brothers Harriman & Co
New York
$6K +$6.08K +120 New
CJL
635
Cyrus J. Lawrence
New York
$5K +$5.06K +100 New
IAS
636
IMA Advisory Services
Colorado
$4K +$203 +4 +5%
ZIG
637
Zullo Investment Group
Pennsylvania
$3K
MA
638
MUFG Americas
New York
$3K +$2.53K +50 New
SLWA
639
San Luis Wealth Advisors
California
$3K +$2.68K +53 New
PO
640
Private Ocean
California
$2K +$2.13K +42 New
BWL
641
Bogart Wealth LLC
Virginia
$1K -$24.2K -478 -97%
KFI
642
Key Financial Inc
Pennsylvania
$1K
T
643
TCWP
Ohio
$1K +$1.67K +33 New
NDSI
644
Newman Dignan & Sheerar Inc
Rhode Island
$329 +$101 +2 +0%
WIM
645
Westside Investment Management
California
$118
ED
646
Exane Derivatives
France
$51
PI
647
Pachira Investments
California
-$8.53M -168,209 Closed
SWM
648
Scissortail Wealth Management
Oklahoma
-$6.24M -123,041 Closed
EC
649
Exelon Corporation
Illinois
-$4.09M -80,633 Closed
BCM
650
BlueCrest Capital Management
Jersey
-$3.58M -70,675 Closed

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.