We are live on ! Find out more
FLOT icon

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
TB
151
Treynor Bancshares
Iowa
$5.36M +$772K +15,370 +17%
FAM
152
Forte Asset Management
New York
$5.22M +$275K +5,468 +6%
CFGS
153
Concourse Financial Group Securities
Alabama
$5.2M -$344K -6,846 -6%
BWCS
154
Beirne Wealth Consulting Services
Connecticut
$5.12M -$261K -5,191 -5%
MIA
155
MMBG Investment Advisors
Florida
$5.09M -$68.3K -1,360 -1%
RWA
156
Redhawk Wealth Advisors
Minnesota
$5.09M +$90.7K +1,807 +2%
SC
157
Sierra Capital
Florida
$5.08M +$123K +2,452 +2%
FHB
158
First Hawaiian Bank
Hawaii
$5.08M +$4.09M +81,482 +421%
MOS
159
MGO One Seven
Ohio
$4.99M -$2.14M -42,657 -30%
BAM
160
Belpointe Asset Management
Nevada
$4.97M -$3.66M -72,841 -42%
FHA
161
Flagship Harbor Advisors
Massachusetts
$4.91M +$2.04M +40,574 +71%
WSTAM
162
Wilbanks Smith & Thomas Asset Management
Virginia
$4.9M -$1.08M -21,593 -18%
FAT
163
First American Trust
California
$4.83M +$3.36M +66,879 +229%
SWM
164
Seed Wealth Management
Illinois
$4.83M +$4.82M +96,065 New
VCA
165
Verdence Capital Advisors
Maryland
$4.74M -$17.6M -350,366 -79%
William Blair & Company
166
William Blair & Company
Illinois
$4.62M
UCFA
167
United Capital Financial Advisors
Texas
$4.6M +$657K +13,097 +17%
FFG
168
Frisch Financial Group
New York
$4.56M -$34.4K -685 -0.8%
WI
169
WrapManager Inc
California
$4.56M -$365K -7,273 -7%
CAGAS
170
Capital Advisory Group Advisory Services
Minnesota
$4.55M -$136K -2,700 -3%
GM
171
GeoWealth Management
Illinois
$4.54M +$3.76M +74,914 +487%
GRP
172
Global Retirement Partners
California
$4.5M +$136K +2,718 +3%
LG
173
Leuthold Group
Minnesota
$4.47M -$2.36M -47,083 -35%
SA
174
Scarborough Advisors
Maryland
$4.41M -$101K -2,018 -2%
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$4.39M +$47.7K +951 +1%

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.