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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
FF
701
Friedenthal Financial
New Jersey
-$348K -6,889 Closed
RB
702
Renasant Bank
Mississippi
-$325K -6,441 Closed
LGA
703
Lebenthal Global Advisors
New York
-$318K -6,300 Closed
TCM
704
TD Capital Management
Tennessee
-$300K -5,932 Closed
CFO
705
Collective Family Office
Pennsylvania
-$298K -5,900 Closed
BTWM
706
Baker Tilly Wealth Management
Wisconsin
-$290K -5,732 Closed
AWM
707
Apollon Wealth Management
South Carolina
-$248K -4,909 Closed
PHS
708
Pekin Hardy Strauss
Illinois
-$229K -4,540 Closed
Lido Advisors
709
Lido Advisors
California
-$228K -4,517 Closed
SEI Investments
710
SEI Investments
Pennsylvania
-$215K -4,302 Closed
9WM
711
9258 Wealth Management
Ohio
-$211K -4,177 Closed
AAS
712
Ameritas Advisory Services
Nebraska
-$211K -4,174 Closed
RWA
713
Redhawk Wealth Advisors
Minnesota
-$205K -4,064 Closed
AWA
714
Amplius Wealth Advisors
Pennsylvania
-$202K -4,000 Closed
CIP
715
Capital Insight Partners
Arizona
-$200K -3,952 Closed
SPWM
716
Spartan Planning & Wealth Management
North Carolina
-$132K -2,628 -100%
AA
717
AlphaMark Advisors
Kentucky
-$118K -2,343 Closed
SWM
718
Sugarloaf Wealth Management
Georgia
-$111K -2,203 Closed
FCB
719
First Command Bank
Texas
-$83K -1,636 Closed
FCFS
720
First Command Financial Services
Texas
-$83K -1,636 Closed
EFS
721
Econ Financial Services
Pennsylvania
-$73K -1,449 Closed
FFA
722
Freedman Financial Associates
Massachusetts
-$61K -1,200 Closed
BWP
723
Baldwin Wealth Partners
Massachusetts
-$50K -981 Closed
HPC
724
HM Payson & Co
Maine
-$32K -629 Closed
TIM
725
Tevis Investment Management
Texas
-$18K -376 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.