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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
BNP Paribas Financial Markets
651
BNP Paribas Financial Markets
France
-$1.81M -35,743 Closed
WANY
652
Wealthspire Advisors (New York)
New York
-$929K -18,322 Closed
IWP
653
Icon Wealth Partners
Texas
-$742K -14,636 Closed
NAM
654
NorthCrest Asset Manangement
Minnesota
-$666K -13,124 Closed
HCC
655
Hirtle Callaghan & Co
Pennsylvania
-$665K -13,103 Closed
NAG
656
Northstar Advisory Group
New Jersey
-$517K -10,200 Closed
WI
657
Wintrust Investments
Illinois
-$493K -9,710 Closed
CFAM
658
Center For Asset Management
Florida
-$484K -9,543 Closed
COF
659
Capital One Financial
Virginia
-$480K -9,471 Closed
HWIS
660
Hancock Whitney Investment Services
Louisiana
-$413K -8,126 Closed
SW
661
SVB Wealth
Massachusetts
-$376K -7,415 Closed
TRIA
662
Trail Ridge Investment Advisors
Colorado
-$358K -7,062 Closed
AG
663
Ascent Group
Virginia
-$358K -7,059 Closed
TSS
664
Two Sigma Securities
New York
-$339K -6,685 Closed
WAM
665
Wilsey Asset Management
California
-$330K -6,512 Closed
BBHBI
666
B, B, H, & B Inc
Alabama
-$329K -6,482 Closed
AIM
667
Alhambra Investment Management
Florida
-$312K -6,160 Closed
OPOWM
668
One Plus One Wealth Management
Florida
-$290K -5,708 Closed
M&T Bank
669
M&T Bank
New York
-$265K -5,225 Closed
VHAM
670
Van Hulzen Asset Management
California
-$259K -5,105 Closed
HSA
671
HBK Sorce Advisory
Pennsylvania
-$259K -5,103 Closed
Bessemer Group
672
Bessemer Group
New Jersey
-$238K -4,700 Closed
BRWM
673
B. Riley Wealth Management
Tennessee
-$237K -4,228 Closed
VW
674
Vance Wealth
California
-$214K -4,217 Closed
Allianz Asset Management
675
Allianz Asset Management
Germany
-$203K -4,000 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.