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iShares Floating Rate Bond ETF

682 hedge funds and large institutions have $6.2B invested in iShares Floating Rate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 208 increasing their positions, 290 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 81

2% more funds holding

Funds holding: 670682 (+12)

4% more capital invested

Capital invested by funds: $5.97B → $6.2B (+$225M)

0.79% more ownership

Funds ownership: 65.36%66.15% (+0.79%)

0% more funds holding in top 10

Funds holding in top 10: 6464 (0)

28% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 290

Holders
682
Holders Change
+12
Holders Change %
+1.79%
% of All Funds
10.96%
Holding in Top 10
64
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.03%
New
104
Increased
208
Reduced
290
Closed
81
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LA
726
LexAurum Advisors
Kansas
-$289K -5,750 Closed
SWM
727
Selective Wealth Management
Virginia
-$276K -5,489 Closed
4WM
728
4J Wealth Management
Virginia
-$272K -5,418 Closed
MFA
729
Mayflower Financial Advisors
Massachusetts
-$258K -5,141 Closed
FFS
730
Founders Financial Securities
Maryland
-$255K -5,081 Closed
CC
731
Callan Capital
California
-$251K -5,000 Closed
VCM
732
Vivaldi Capital Management
Illinois
-$250K -4,977 Closed
HI
733
Horizon Investments
North Carolina
-$244K -4,881 Closed
CIM
734
Confluence Investment Management
Missouri
-$239K -4,755 Closed
WDC
735
Woodward Diversified Capital
California
-$234K -4,664 Closed
CCP
736
Carmel Capital Partners
California
-$219K -4,350 Closed
CTFG
737
Capstone Triton Financial Group
Oklahoma
-$210K -4,183 Closed
GF
738
Gries Financial
Ohio
-$210K -4,180 Closed
BBNA
739
Bremer Bank National Association
Minnesota
-$210K -4,163 Closed
IF
740
Intrua Financial
Texas
-$209K -4,162 Closed
ACK
741
Andrew C. Karlinski
-$202K -4,025 Closed
AIP
742
Almanack Investment Partners
Pennsylvania
-$176K -3,510 Closed
EIP
743
Ellis Investment Partners
Pennsylvania
-$126K -2,518 Closed
ACA
744
Aptus Capital Advisors
Alabama
-$108K -2,144 Closed
SSC
745
Syverson Strege & Co
Iowa
-$65K -1,293 Closed
AWM
746
Activest Wealth Management
Florida
-$50K -1,000 Closed
GWSG
747
GPS Wealth Strategies Group
Colorado
-$50K -1,000 Closed
CMA
748
Cedar Mountain Advisors
Oregon
-$50K -995 Closed
ZB
749
Zions Bancorporation
Utah
-$45K -905 Closed
FGAM
750
Financial Gravity Asset Management
Texas
-$28.1K -850 Closed

FLOT Hedge Fund Activity: Q4 2022 in Review

682 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q4 2022, worth a combined $6.2B — up 3.8% from $5.97B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new FLOT positions and 81 closed out — a net gain of 23 holders — while 208 added to existing stakes and 290 trimmed.

The largest buyer was BlackRock, adding an estimated $67.2M. The largest seller was Allworth Financial, cutting an estimated $354M.

  • 682 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q4 2022, up from 670 in Q3 2022.
  • Funds reported $6.2B of iShares Floating Rate Bond ETF stock for Q4 2022, up 3.8% quarter-over-quarter.
  • 104 funds opened new iShares Floating Rate Bond ETF positions in Q4 2022 and 81 closed out, a net change of +23 holders.
  • The largest iShares Floating Rate Bond ETF buyer in Q4 2022 was BlackRock, an estimated $67.2M added.
  • The largest iShares Floating Rate Bond ETF seller in Q4 2022 was Allworth Financial, an estimated $354M sold.

Based on aggregated 13F filings for Q4 2022.