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iShares Floating Rate Bond ETF
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Overview Fund Activity

334 hedge funds and large institutions have $3.23B invested in iShares Floating Rate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 170 increasing their positions, 82 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+9
Holders Change %
+2.77%
% of All Funds
8.34%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.75%
New
28
Increased
170
Reduced
82
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$255M
2
Bank of America
2
Bank of America
North Carolina
$586M
3
BlackRock
3
BlackRock
New York
$64.3M
4
LG
4
Leuthold Group
Minnesota
$32.7M
5
Wells Fargo
5
Wells Fargo
California
$143M

Top Sellers

1
PP
1
Prudential plc
United Kingdom
$6.38M
2
SG Americas Securities
2
SG Americas Securities
New York
$3.13M
3
Goldman Sachs
3
Goldman Sachs
New York
$35.3M
4
IUHSA
4
Itau Unibanco Holding S.A.
Brazil
$0
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
226
Capital Advisors Ltd
Ohio
$434K -$125K -2,451 -22%
GC
227
Garde Capital
Washington
$433K – – –
Baird Financial Group
228
Baird Financial Group
Wisconsin
$427K +$427K +8,388 New
Manulife (Manufacturers Life Insurance)
229
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$407K -$230K -4,512 -36%
CLOS
230
Compagnie Lombard Odier SCmA
Switzerland
$398K +$357K +7,000 +875%
IFA
231
Interactive Financial Advisors
Illinois
$391K +$560 +11 +0.1%
SS
232
Simplicity Solutions
Minnesota
$388K +$64.7K +1,270 +20%
NAM
233
NTV Asset Management
West Virginia
$382K +$25.5K +500 +7%
WTC
234
WhitTier Trust Company
Nevada
$377K – – –
HCM
235
Hollencrest Capital Management
California
$371K +$49.2K +965 +15%
RWP
236
RWA Wealth Partners
Massachusetts
$365K +$65.3K +1,282 +22%
AWA
237
Arete Wealth Advisors
Illinois
$364K -$173K -3,400 -32%
LFG
238
LifePlan Financial Group
Ohio
$349K +$25.1K +492 +8%
OAM
239
Occidental Asset Management
California
$348K -$15.3K -300 -4%
HSA
240
HBK Sorce Advisory
Pennsylvania
$345K +$14.2K +279 +4%
BAM
241
Belpointe Asset Management
Nevada
$344K +$344K +6,748 New
AIM
242
Advantage Investment Management
Iowa
$342K -$4.74K -93 -1%
BFA
243
Beaumont Financial Advisors
Massachusetts
$339K +$2.96K +58 +0.9%
OLA
244
Oliver Luxxe Assets
New Jersey
$330K +$330K +6,473 New
MWP
245
MYCIO Wealth Partners
Pennsylvania
$329K +$3.56K +70 +1%
GCA
246
Guardian Capital Advisors
Ontario, Canada
$323K +$12.5K +245 +4%
CWM
247
Cornerstone Wealth Management
Missouri
$319K -$1.02K -20 -0.3%
WF
248
Welch & Forbes
Massachusetts
$318K – – –
SGCA
249
Steel Grove Capital Advisors
Tennessee
$317K +$92.4K +1,815 +41%
CFA
250
Camarda Financial Advisors
Florida
$314K -$44.6K -874 -12%
8 9
10
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