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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
UFA
151
US Financial Advisors
Massachusetts
$5.03M -$115K -2,267 -2%
SIA
152
Schechter Investment Advisors
Michigan
$5M +$1.49M +29,336 +42%
WSTAM
153
Wilbanks Smith & Thomas Asset Management
Virginia
$4.92M -$1.92M -37,871 -28%
CWM
154
Cornerstone Wealth Management
Missouri
$4.91M +$4.92M +97,227 New
BCM
155
Brookstone Capital Management
Illinois
$4.87M +$4.88M +96,332 New
EIC
156
Equity Investment Corp
Georgia
$4.87M +$85.6K +1,690 +2%
EBA
157
Eagle Bay Advisors
New York
$4.83M +$1.24M +24,520 +35%
BRWA
158
B. Riley Wealth Advisors
Florida
$4.79M +$3.17M +62,572 +195%
TF
159
Theory Financial
Colorado
$4.77M +$4.78M +94,364 New
WMR
160
Wealth Management Resources
Rhode Island
$4.76M +$61.5K +1,215 +1%
CAGAS
161
Capital Advisory Group Advisory Services
Minnesota
$4.74M +$2.18M +43,150 +85%
OPS
162
Orion Portfolio Solutions
Nebraska
$4.71M +$454K +8,968 +11%
WA
163
Wilshire Advisors
California
$4.59M +$4.6M +90,912 New
Baird Financial Group
164
Baird Financial Group
Wisconsin
$4.56M +$2.56M +50,567 +127%
COCM
165
Charter Oak Capital Management
New Hampshire
$4.54M +$3.68M +72,631 +424%
TWC
166
TD Waterhouse Canada
Ontario, Canada
$4.51M +$4.2M +83,017 +1,358%
PAS
167
Park Avenue Securities
New York
$4.46M +$3M +59,328 +205%
DWM
168
Dakota Wealth Management
Florida
$4.44M -$177K -3,490 -4%
LI
169
LVZ Inc
Michigan
$4.42M -$4.23M -83,563 -49%
SA
170
Scarborough Advisors
Maryland
$4.37M +$518K +10,232 +13%
AWS
171
Atria Wealth Solutions
New York
$4.35M +$4.36M +86,048 New
RFC
172
Regions Financial Corp
Alabama
$4.31M -$145K -2,873 -3%
ZIM
173
Zacks Investment Management
Illinois
$4.26M +$2.36M +46,588 +123%
HNB
174
Huntington National Bank
Ohio
$4.23M
SFA
175
Semmax Financial Advisors
North Carolina
$4.2M +$1.26M +24,913 +43%

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.