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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
MML Investors Services
51
MML Investors Services
Massachusetts
$18.7M -$654K -12,915 -3%
Stifel Financial
52
Stifel Financial
Missouri
$18.6M +$2.02M +39,890 +12%
WWM
53
WJ Wealth Management
Arizona
$18.3M +$6.97M +137,705 +61%
PFM
54
Parsec Financial Management
North Carolina
$18.1M +$11.2M +220,328 +159%
JIR
55
James Investment Research
Ohio
$17.7M -$214K -4,226 -1%
LNC
56
Lincoln National Corp
Pennsylvania
$17M +$1.6M +31,515 +10%
DHFB
57
Dixon Hubard Feinour & Brown
Virginia
$17M +$1.51M +29,762 +10%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$16.9M +$7.81M +154,273 +85%
TCM
59
Towercrest Capital Management
Pennsylvania
$16.7M -$1.8M -35,605 -10%
ACA
60
Anchor Capital Advisors
Massachusetts
$16.5M +$346K +6,832 +2%
Allspring Global Investments
61
Allspring Global Investments
North Carolina
$16.3M
1832 Asset Management
62
1832 Asset Management
Ontario, Canada
$16.1M +$13.7M +271,265 +517%
PA
63
Probity Advisors
Texas
$15.7M +$989K +19,532 +7%
Truist Financial
64
Truist Financial
North Carolina
$15.5M +$5.55M +109,541 +55%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$15.1M -$8.65M -170,927 -36%
BAAM
66
Baker Avenue Asset Management
California
$14.7M +$255K +5,031 +2%
Mariner
67
Mariner
Kansas
$14.5M +$749K +14,800 +5%
Renaissance Technologies
68
Renaissance Technologies
New York
$14.4M -$5.85M -115,477 -29%
IA
69
IFP Advisors
Florida
$14M +$13.6M +268,266 +4,571%
BAM
70
Belpointe Asset Management
Nevada
$13.9M +$9.72M +191,945 +228%
RWM
71
Rezny Wealth Management
Florida
$13.7M +$173K +3,425 +1%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$13.5M +$260K +5,141 +2%
PI
73
PFS Investments
Georgia
$13.4M +$13.5M +265,760 New
MW
74
Marks Wealth
Maryland
$13.1M +$965K +19,052 +8%
SPC
75
Sigma Planning Corp
Michigan
$13.1M +$8.29M +163,807 +173%

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.