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iShares Floating Rate Bond ETF
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Overview Fund Activity

325 hedge funds and large institutions have $2.85B invested in iShares Floating Rate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 138 increasing their positions, 87 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+17
Holders Change %
+5.52%
% of All Funds
8.11%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.67%
New
46
Increased
138
Reduced
87
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
1
Alesco Advisors
New York
$123M
2
PP
2
Prudential plc
United Kingdom
$50.4M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$36.3M
4
AssetMark Inc
4
AssetMark Inc
California
$55.6M
5
UBS Group
5
UBS Group
Switzerland
$121M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$120M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$45.8M
3
BlackRock
3
BlackRock
New York
$22M
4
SAS
4
Sage Advisory Services
Texas
$0
5
FA
5
FDx Advisors
Illinois
$4.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
226
Camarda Financial Advisors
Florida
$358K -$348K -6,830 -49%
PAS
227
Park Avenue Securities
New York
$358K +$358K +7,095 New
NAM
228
NTV Asset Management
West Virginia
$356K – – –
AIM
229
Advantage Investment Management
Iowa
$347K -$3.99M -78,193 -92%
BFA
230
Beaumont Financial Advisors
Massachusetts
$335K +$335K +6,588 New
HSA
231
HBK Sorce Advisory
Pennsylvania
$331K +$254 +5 +0.1%
Mariner
232
Mariner
Kansas
$327K +$51.6K +1,013 +19%
LFAS
233
Level Four Advisory Services
Texas
$326K – – –
MWP
234
MYCIO Wealth Partners
Pennsylvania
$326K – – –
AWS
235
AJ Wealth Strategies
New York
$325K -$1.3M -25,644 -80%
AA
236
Ancora Advisors
Ohio
$324K +$324K +6,350 New
SS
237
Simplicity Solutions
Minnesota
$323K -$326K -6,403 -50%
FHC
238
First Heartland Consultants
Missouri
$323K -$116K -2,276 -26%
LFG
239
LifePlan Financial Group
Ohio
$323K +$118K +2,318 +57%
HCM
240
Hollencrest Capital Management
California
$321K -$848K -16,651 -73%
CWM
241
Cornerstone Wealth Management
Missouri
$320K -$62.2K -1,221 -16%
CAM
242
Caprin Asset Management
Virginia
$318K -$7.15M -231,758 -96%
WF
243
Welch & Forbes
Massachusetts
$318K – – –
BWA
244
BDO Wealth Advisors
Florida
$315K +$315K +6,188 New
GCA
245
Guardian Capital Advisors
Ontario, Canada
$311K +$72.9K +1,430 +31%
MC
246
Mathes Company
New York
$306K – – –
WSCM
247
Wellington Shields Capital Management
New York
$303K – – –
CAM
248
Concorde Asset Management
Michigan
$302K -$176K -3,458 -37%
M&T Bank
249
M&T Bank
New York
$302K +$14.6K +286 +5%
RWP
250
RWA Wealth Partners
Massachusetts
$300K -$29.9K -586 -9%
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