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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
IFS
101
Ifrah Financial Services
Arkansas
$8.21M +$66.7K +1,317 +0.8%
PCMM
102
Piedmont Capital Management (Montana)
Montana
$8.17M +$2.11M +41,587 +35%
MIG
103
McGuire Investment Group
Rhode Island
$7.72M +$3.19M +62,982 +70%
Natixis Advisors
104
Natixis Advisors
Massachusetts
$7.57M +$2.44M +48,253 +48%
BFO
105
Boston Family Office
Massachusetts
$7.54M -$393K -7,757 -5%
IIA
106
IPG Investment Advisors
California
$7.33M +$4.34M +85,808 +145%
AWM
107
Axxcess Wealth Management
California
$7.02M -$159K -3,143 -2%
PA
108
Perennial Advisors
New York
$6.98M +$169K +3,343 +2%
LG
109
LaFleur & Godfrey
Michigan
$6.88M +$435K +8,600 +7%
AI
110
Atria Investments
North Carolina
$6.83M +$645K +12,739 +10%
LG
111
Leuthold Group
Minnesota
$6.83M -$2.54M -50,259 -27%
IFO
112
Independent Family Office
New York
$6.69M -$282K -5,576 -4%
VRM
113
Vectors Research Management
New York
$6.61M -$3.54M -69,837 -35%
PPWM
114
PFG Private Wealth Management
Florida
$6.6M -$4.22M -83,255 -39%
AFWM
115
AMJ Financial Wealth Management
Virginia
$6.58M -$8.51M -168,154 -56%
SA
116
SWM Advisors
Florida
$6.55M +$6.57M +129,683 New
Cetera Investment Advisers
117
Cetera Investment Advisers
Illinois
$6.54M +$2.38M +47,026 +57%
HC
118
HNP Capital
New York
$6.46M -$3.66M -72,219 -36%
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$6.41M +$5.07M +100,067 +372%
UCFA
120
United Capital Financial Advisors
Texas
$6.36M +$1.92M +38,014 +43%
PFA
121
Pinnacle Family Advisors
Missouri
$6.28M +$6.29M +124,281 New
SC
122
Sierra Capital
Florida
$6.2M +$1.27M +25,021 +26%
PWAG
123
Polaris Wealth Advisory Group
California
$6.19M +$6.2M +122,490 New
BEC
124
Blue Edge Capital
Virginia
$6.19M +$6.2M +122,442 New
GC
125
Guggenheim Capital
Illinois
$6.17M -$679K -13,410 -10%

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.