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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
RC
126
Roundview Capital
New Jersey
$6.14M +$991K +19,580 +19%
AA
127
Alesco Advisors
New York
$6.08M +$2.03M +40,020 +50%
CWA
128
Clarus Wealth Advisors
Arizona
$6.05M +$1.98M +39,048 +48%
BFG
129
Beacon Financial Group
Texas
$5.99M -$5.32M -105,117 -47%
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$5.98M +$495K +9,772 +9%
CAN
131
Cetera Advisor Networks
California
$5.92M +$322K +6,355 +6%
AWMG
132
Alliance Wealth Management Group
New Jersey
$5.83M -$99.4K -1,964 -2%
FC
133
FCA Corp
Texas
$5.72M +$1.28M +25,191 +29%
SPIA
134
Steward Partners Investment Advisory
New York
$5.71M +$2.11M +41,628 +58%
Bank of New York Mellon
135
Bank of New York Mellon
New York
$5.67M +$3.13M +61,884 +123%
ASN
136
Advisory Services Network
Georgia
$5.55M +$3.07M +60,541 +123%
RHP
137
Royal Harbor Partners
Texas
$5.51M +$5.52M +109,105 New
HVIA
138
Hudson Valley Investment Advisors
New York
$5.5M +$5.51M +108,801 New
FAP
139
Financial Advisory Partners
Florida
$5.42M -$359K -7,100 -6%
BIA
140
Bigelow Investment Advisors
Maine
$5.39M +$316K +6,251 +6%
BOC
141
Bull Oak Capital
California
$5.38M +$2.28M +45,015 +73%
BIAS
142
Beacon Investment Advisory Services
New Jersey
$5.36M +$5.37M +106,061 New
WI
143
WrapManager Inc
California
$5.27M +$386K +7,630 +8%
MIA
144
MMBG Investment Advisors
Florida
$5.25M
William Blair & Company
145
William Blair & Company
Illinois
$5.25M +$4.21M +83,195 +401%
SPP
146
Single Point Partners
Massachusetts
$5.21M +$173K +3,422 +3%
SEM
147
Strategic Equity Management
Arizona
$5.09M +$20.7K +408 +0.4%
AAM
148
Aureus Asset Management
Massachusetts
$5.07M
MAG
149
MRA Advisory Group
New Jersey
$5.05M +$384K +7,585 +8%
BWCS
150
Beirne Wealth Consulting Services
Connecticut
$5.04M +$131K +2,597 +3%

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.