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iShares Floating Rate Bond ETF
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Overview Fund Activity

441 hedge funds and large institutions have $4.51B invested in iShares Floating Rate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 232 increasing their positions, 83 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+49
Holders Change %
+12.5%
% of All Funds
10.12%
Holding in Top 10
46
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+31.43%
% of All Funds
1.06%
New
77
Increased
232
Reduced
83
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$133M
2
Wells Fargo
Wells Fargo
California
+$88M
3
CFIA
Cantor Fitzgerald Investment Advisors
New York
+$80.3M
4
BS
Banco Santander
Spain
+$76.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$42M

Top Sellers

1
GC
Grimes & Company
Massachusetts
-$53M
2
Morgan Stanley
Morgan Stanley
New York
-$39.2M
3
LG
Leuthold Group
Minnesota
-$18.6M
4
CS
Credit Suisse
Switzerland
-$16.6M
5
BlackRock
BlackRock
New York
-$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DLHL
226
Donald L. Hagan LLC
Florida
$1.49M +$48.5K +953 +3%
FPGK
227
Financial Partners Group (Kansas)
Kansas
$1.49M +$77.6K +1,524 +6%
BTNA
228
Bremer Trust National Association
Minnesota
$1.47M +$290K +5,692 +25%
MLM
229
Mount Lucas Management
Pennsylvania
$1.43M +$619K +12,141 +76%
OAM
230
Occidental Asset Management
California
$1.42M +$1.08M +21,171 +318%
TD Asset Management
231
TD Asset Management
Ontario, Canada
$1.38M +$452K +8,992 +49%
OPWM
232
Oak Point Wealth Management
Michigan
$1.36M -$106K -2,074 -7%
SWP
233
Stratos Wealth Partners
Ohio
$1.33M +$1.14M +22,355 +603%
NFG
234
Next Financial Group
Texas
$1.31M +$1.31M +25,697 New
GT
235
Glenview Trust
Kentucky
$1.31M -$11.1K -218 -0.8%
UWM
236
USAdvisors Wealth Management
Minnesota
$1.31M +$1.1M +21,517 +522%
SHA
237
Seneca House Advisors
Virginia
$1.27M +$57.9K +1,136 +5%
BFA
238
Beaumont Financial Advisors
Massachusetts
$1.21M +$939K +18,430 +343%
NA
239
NewEdge Advisors
Louisiana
$1.13M +$1.13M +22,239 New
CRC
240
Curi RMB Capital
Illinois
$1.11M +$148K +2,904 +15%
UAS
241
United Asset Strategies
New York
$1.08M +$1.08M +21,250 New
BCI
242
Brinker Capital Investments
Pennsylvania
$1.08M +$1.08M +21,199 New
IA
243
IndexIQ Advisors
New York
$1.06M -$13.7M -269,923 -93%
MM
244
Meridian Management
Arkansas
$1.06M -$54.5K -1,070 -5%
MC
245
Moors & Cabot
Massachusetts
$1.06M +$1.06M +20,728 New
1832 Asset Management
246
1832 Asset Management
Ontario, Canada
$1.02M -$83.8K -1,649 -8%
FA
247
Forefront Analytics
Pennsylvania
$1.01M -$3.51K -69 -0.3%
IWA
248
Independence Wealth Advisors
Virginia
$1M -$24.2K -476 -2%
HA
249
Hays Advisory
Tennessee
$995K -$431K -8,469 -30%
PAS
250
Park Avenue Securities
New York
$973K -$31.9K -627 -3%
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