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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
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$8.57M -$151K -3,005 -2%
WCM
102
Windsor Capital Management
Arizona
$8.51M -$286K -5,700 -3%
OIA
103
OneDigital Investment Advisors
Kansas
$8.51M +$5.74M +114,376 +209%
Betterment LLC
104
Betterment LLC
New York
$8.45M +$1.5M +29,919 +22%
SSWG
105
Seven Springs Wealth Group
Tennessee
$8.29M +$266K +5,308 +3%
ASN
106
Advisory Services Network
Georgia
$8.24M +$2.11M +41,961 +34%
WF
107
Williams Financial
Vermont
$8.22M +$8.2M +163,294 New
CWA
108
Centennial Wealth Advisory
Michigan
$8.2M +$8.18M +162,971 New
MWC
109
MBM Wealth Consultants
Missouri
$8.07M +$392K +7,810 +5%
TC
110
TAP Consulting
Missouri
$8.01M +$48.8K +973 +0.6%
VWA
111
Visionary Wealth Advisors
Illinois
$7.98M -$1.43M -28,496 -15%
RAM
112
Riggs Asset Management
Pennsylvania
$7.97M -$444K -8,841 -5%
OC
113
Oppenheimer & Co
New York
$7.8M -$63.2K -1,259 -0.8%
PCMM
114
Piedmont Capital Management (Montana)
Montana
$7.76M -$243K -4,845 -3%
WAM
115
WNY Asset Management
New York
$7.7M -$177K -3,523 -2%
AWMG
116
Alliance Wealth Management Group
New Jersey
$7.67M +$323K +6,441 +4%
Thrivent Financial for Lutherans
117
Thrivent Financial for Lutherans
Minnesota
$7.63M -$4.97M -98,942 -39%
WMG
118
WESCAP Management Group
California
$7.55M -$309K -6,155 -4%
PA
119
Perennial Advisors
New York
$7.48M -$377K -7,501 -5%
OWA
120
Octavia Wealth Advisors
Ohio
$7.43M -$558K -11,110 -7%
Natixis Advisors
121
Natixis Advisors
Massachusetts
$7.4M +$232K +4,626 +3%
WMR
122
Wealth Management Resources
Rhode Island
$7.29M +$787K +15,673 +12%
RA
123
Rise Advisors
New York
$7.26M +$66.2K +1,319 +0.9%
ACI
124
Alpha Cubed Investments
California
$7.11M -$33.8M -672,310 -83%
HVIA
125
Hudson Valley Investment Advisors
New York
$7.05M +$356K +7,089 +5%

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.