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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
DWP
201
Destiny Wealth Partners
Florida
$3.26M +$3.26M +64,472 New
ACM
202
Antonetti Capital Management
Florida
$3.23M +$3.23M +63,845 New
HPM
203
Hudson Portfolio Management
New York
$3.21M +$784K +15,485 +32%
WIC
204
Woodmont Investment Counsel
Tennessee
$3.18M +$358K +7,075 +13%
BFA
205
Benedict Financial Advisors
Georgia
$3.17M -$213K -4,200 -6%
JPLA
206
Joseph P. Lucia & Associates
New York
$3.17M +$1.88M +37,198 +146%
MCC
207
Money Concepts Capital
Florida
$3.14M -$1.39M -27,544 -31%
LAM
208
LifePro Asset Management
California
$3.12M -$34.9K -690 -1%
FWP
209
FAS Wealth Partners
Kansas
$3.11M +$86.4K +1,707 +3%
AWM
210
Altus Wealth Management
Kentucky
$3.09M -$2.6M -51,371 -46%
FHA
211
Flagship Harbor Advisors
Massachusetts
$3.03M -$2.26M -44,653 -43%
PGAM
212
Princeton Global Asset Management
New Jersey
$2.98M +$1.59M +31,343 +113%
MC
213
McMorgan & Co
California
$2.96M +$2.97M +58,596 New
VC
214
Vicus Capital
Pennsylvania
$2.88M +$1.61M +31,893 +127%
BAM
215
Byrne Asset Management
New Jersey
$2.85M +$635K +12,550 +29%
CISOA
216
Capital Investment Services of America
Wisconsin
$2.83M
CB
217
Cadence Bank
Mississippi
$2.8M -$128K -2,521 -4%
CM
218
Columbus Macro
Pennsylvania
$2.79M +$27.5K +544 +1%
IAN
219
Integrated Advisors Network
Texas
$2.71M +$2.71M +53,565 New
KAS
220
Kestra Advisory Services
Texas
$2.64M -$57.6K -1,137 -2%
SAM
221
Summit Asset Management
Tennessee
$2.63M
AFA
222
American Financial Advisors
Georgia
$2.63M +$2.63M +52,023 New
GWM
223
GSB Wealth Management
Connecticut
$2.61M +$2.37M +46,779 +944%
DI
224
DFPG Investments
Utah
$2.6M -$25.3K -500 -1%
Kovitz Investment Group Partners
225
Kovitz Investment Group Partners
Illinois
$2.57M -$41.5K -819 -2%

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.