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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
FFWM
676
Future Financial Wealth Management
Ohio
-$152K -3,000 Closed
EC
677
Estate Counselors
Wisconsin
-$134K -2,650 Closed
CSWM
678
Cassady Schiller Wealth Management
Ohio
-$100K -1,968 Closed
WC
679
Westwind Capital
New Mexico
-$100K -1,968 Closed
FFG
680
Ford Financial Group
California
-$85 -1,681 Closed
SFM
681
Signet Financial Management
New Jersey
-$80K -1,576 Closed
BFC
682
Bedel Financial Consulting
Indiana
-$33K -650 Closed
IAG
683
Investmark Advisory Group
Connecticut
-$30K -608 Closed
GWS
684
Glassman Wealth Services
Virginia
-$11K -214 Closed
Jones Financial Companies
685
Jones Financial Companies
Missouri
-$11K -214 Closed
LWA
686
Lenox Wealth Advisors
New York
-$10K -200 Closed
CWS
687
Confluence Wealth Services
Pennsylvania
-$6K -124 Closed
RPCONE
688
Retirement Planning Company of New England
Rhode Island
-$5K -100 Closed
IWMWV
689
Ironwood Wealth Management (West Virginia)
West Virginia
-$5K -97 Closed
TAM
690
Tucker Asset Management
Colorado
-$4.06K -80 Closed
BC
691
Barnett & Company
Tennessee
-$4K -75 Closed
MAM
692
Meeder Asset Management
Ohio
-$4K -75 Closed
MIM
693
MTM Investment Management
South Carolina
-$1K -18 Closed
MP
694
McDonald Partners
Ohio
-$355 -7 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.