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iShares Floating Rate Bond ETF

668 hedge funds and large institutions have $6.28B invested in iShares Floating Rate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 242 increasing their positions, 249 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 66

33% more funds holding in top 10

Funds holding in top 10: 5472 (+18)

4% more funds holding

Funds holding: 645668 (+23)

4% more capital invested

Capital invested by funds: $6.06B → $6.28B (+$215M)

0.21% more ownership

Funds ownership: 66%66.21% (+0.21%)

3% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 249

Holders
668
Holders Change
+23
Holders Change %
+3.57%
% of All Funds
11.25%
Holding in Top 10
72
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+33.33%
% of All Funds
1.21%
New
98
Increased
242
Reduced
249
Closed
66
Calls
$110K
Puts
Net Calls
+$110K
Net Calls Change
+$110K
Name Holding Trade Value Shares
Change
Change in
Stake
UWM
651
Urban Wealth Management
California
$10K +$10.1K +200 New
ASBI
652
American State Bank (Iowa)
Iowa
$9.98K
CSB
653
City State Bank
Iowa
$9K
SFG
654
Steward Financial Group
Texas
$9K +$9.62K +191 New
BBHC
655
Brown Brothers Harriman & Co
New York
$6K
MAWCM
656
Mine & Arao Wealth Creation & Management
California
$6K
CJL
657
Cyrus J. Lawrence
New York
$5K
HI
658
Hudock Inc
Pennsylvania
$5K +$5.89K +117 New
IFO
659
Independent Family Office
New York
$4.75K -$1.88M -37,327 -28%
IAS
660
IMA Advisory Services
Colorado
$4K -$201 -4 -5%
TCOV
661
Trust Company of Vermont
Vermont
$4K +$4.53K +90 New
ZIG
662
Zullo Investment Group
Pennsylvania
$3K
PO
663
Private Ocean
California
$2K
CP
664
Castleview Partners
Texas
$1.67K -$24.2K -481 -94%
BWL
665
Bogart Wealth LLC
Virginia
$1K
KFI
666
Key Financial Inc
Pennsylvania
$1K
WIM
667
Westside Investment Management
California
$117
ED
668
Exane Derivatives
France
$50
PI
669
PFS Investments
Georgia
-$13.4M -265,760 Closed
MW
670
Marks Wealth
Maryland
-$13.1M -258,663 Closed
WWM
671
Windsor Wealth Management
Indiana
-$9.61M -190,117 Closed
KWA
672
Kellett Wealth Advisors
Ohio
-$8.86M -175,347 Closed
BOC
673
Bull Oak Capital
California
-$5.38M -106,599 Closed
SEM
674
Strategic Equity Management
Arizona
-$5.09M -100,816 Closed
WA
675
Wilshire Advisors
California
-$4.59M -90,912 Closed

FLOT Hedge Fund Activity: Q2 2022 in Review

668 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q2 2022, worth a combined $6.28B — up 3.5% from $6.06B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new FLOT positions and 66 closed out — a net gain of 32 holders — while 242 added to existing stakes and 249 trimmed.

The largest buyer was Franklin Resources, adding an estimated $165M. The largest seller was Fidelity Investments, cutting an estimated $129M.

  • 668 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q2 2022, up from 645 in Q1 2022.
  • Funds reported $6.28B of iShares Floating Rate Bond ETF stock for Q2 2022, up 3.5% quarter-over-quarter.
  • 98 funds opened new iShares Floating Rate Bond ETF positions in Q2 2022 and 66 closed out, a net change of +32 holders.
  • The largest iShares Floating Rate Bond ETF buyer in Q2 2022 was Franklin Resources, an estimated $165M added.
  • The largest iShares Floating Rate Bond ETF seller in Q2 2022 was Fidelity Investments, an estimated $129M sold.

Based on aggregated 13F filings for Q2 2022.