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iShares Floating Rate Bond ETF
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Overview Fund Activity

473 hedge funds and large institutions have $5.63B invested in iShares Floating Rate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 240 increasing their positions, 105 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+32
Holders Change %
+7.26%
% of All Funds
10.84%
Holding in Top 10
59
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+28.26%
% of All Funds
1.35%
New
63
Increased
240
Reduced
105
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
FormulaFolio Investments
Michigan
+$164M
2
Bank of America
Bank of America
North Carolina
+$158M
3
Wells Fargo
Wells Fargo
California
+$76.9M
4
UBS Group
UBS Group
Switzerland
+$41.3M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$38.6M

Top Sellers

1
VA
Valmark Advisers
Ohio
-$48.4M
2
WCM
Windham Capital Management
Massachusetts
-$38.9M
3
Jane Street
Jane Street
New York
-$16.6M
4
AP
Advisors Preferred
Maryland
-$11.8M
5
AA
Alesco Advisors
New York
-$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
226
Harvey Capital Management
Florida
$1.61M – – –
MA
227
Mutual Advisors
Nebraska
$1.61M +$1.35M +26,459 +526%
NA
228
Nottingham Advisors
New York
$1.6M – – –
CTA
229
Chesley Taft & Associates
Illinois
$1.57M +$991K +19,425 +171%
BAS
230
Brown Advisory Securities
Maryland
$1.56M +$44.9K +880 +3%
CWM
231
Cabot Wealth Management
Massachusetts
$1.55M -$38.7K -758 -2%
DLHL
232
Donald L. Hagan LLC
Florida
$1.54M +$51.2K +1,004 +3%
CC
233
Chanos & Company
New York
$1.53M -$14.6K -286 -0.9%
CB
234
Community Bank
New York
$1.53M – – –
ALIONA
235
Allianz Life Insurance of North America
Minnesota
$1.45M +$1.45M +28,478 New
VCWA
236
Vanguard Capital Wealth Advisors
Colorado
$1.42M -$2.24M -44,019 -61%
PCM
237
Parsons Capital Management
Rhode Island
$1.41M +$1.41M +27,570 New
MLM
238
Mount Lucas Management
Pennsylvania
$1.38M -$50.6K -992 -4%
AWM
239
AE Wealth Management
Kansas
$1.37M +$607K +11,910 +80%
WS
240
Wedbush Securities
California
$1.35M -$979K -19,194 -42%
GT
241
Glenview Trust
Kentucky
$1.31M – – –
SI
242
SimpliFi Inc
California
$1.3M -$1.06M -20,788 -45%
BTNA
243
Bremer Trust National Association
Minnesota
$1.28M -$185K -3,626 -13%
SP
244
Sarasin & Partners
United Kingdom
$1.28M +$1.28M +25,000 New
FPGK
245
Financial Partners Group (Kansas)
Kansas
$1.25M -$242K -4,744 -16%
SHA
246
Seneca House Advisors
Virginia
$1.24M -$34.8K -682 -3%
WBC
247
West Branch Capital
Massachusetts
$1.18M +$1.18M +23,126 New
IA
248
IndexIQ Advisors
New York
$1.18M +$117K +2,303 +11%
AIM
249
Advantage Investment Management
Iowa
$1.17M +$890K +17,456 +315%
Manulife (Manufacturers Life Insurance)
250
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.16M -$404K -7,922 -26%
8 9
10
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