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iShares Floating Rate Bond ETF
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Overview Fund Activity

488 hedge funds and large institutions have $5.51B invested in iShares Floating Rate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 201 increasing their positions, 194 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
-32
Holders Change %
-6.15%
% of All Funds
10.72%
Holding in Top 10
46
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8%
% of All Funds
1.01%
New
30
Increased
201
Reduced
194
Closed
58
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PP
Prudential plc
United Kingdom
+$680M
2
AssetMark Inc
AssetMark Inc
California
+$57.4M
3
MFM
MD Financial Management
Ontario, Canada
+$13.4M
4
UBS Group
UBS Group
Switzerland
+$12.3M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$11M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$90.7M
2
BlackRock
BlackRock
New York
-$74.4M
3
Wells Fargo
Wells Fargo
California
-$66.5M
4
UCFA
United Capital Financial Advisors
Texas
-$62.7M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$27.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCPWM
226
Traverso Chambers Private Wealth Management
California
$1.34M -$98.9K -1,939 -7%
VAM
227
Verity Asset Management
North Carolina
$1.34M +$232K +4,556 +21%
GJIC
228
Gamble Jones Investment Counsel
California
$1.32M -$63.2K -1,241 -5%
TF
229
Trek Financial
Arizona
$1.3M +$408K +8,009 +46%
MLM
230
Mount Lucas Management
Pennsylvania
$1.3M -$35.2K -691 -3%
BPCE
231
Bank Pictet & Cie (Europe)
Germany
$1.3M -$321K -6,300 -20%
GVAG
232
Great Valley Advisor Group
Delaware
$1.29M -$466K -9,141 -27%
SP
233
Sarasin & Partners
United Kingdom
$1.27M – – –
S
234
SignatureFD
Georgia
$1.25M +$1.25M +24,549 New
SFG
235
StrategIQ Financial Group
Indiana
$1.24M +$43.3K +849 +4%
CT
236
Coastline Trust
Rhode Island
$1.23M -$41.5K -815 -3%
BWCS
237
Beirne Wealth Consulting Services
Connecticut
$1.23M +$324K +6,366 +36%
Cetera Investment Advisers
238
Cetera Investment Advisers
Illinois
$1.18M +$200K +3,913 +20%
CCG
239
Cypress Capital Group
Florida
$1.17M -$6.37K -125 -0.5%
MM
240
Meridian Management
Arkansas
$1.15M +$135K +2,645 +13%
QFA
241
Quattro Financial Advisors
Texas
$1.15M +$457K +8,970 +66%
LI
242
LVZ Inc
Michigan
$1.13M +$422K +8,287 +59%
EWM
243
Edge Wealth Management
New York
$1.1M -$6.32K -124 -0.6%
MBT
244
Montecito Bank & Trust
California
$1.08M -$667K -13,080 -38%
1WA
245
180 Wealth Advisors
Washington
$1.08M +$200K +3,925 +23%
1832 Asset Management
246
1832 Asset Management
Ontario, Canada
$1.07M -$215K -4,198 -17%
FA
247
Forefront Analytics
Pennsylvania
$1.06M -$187K -3,671 -15%
M&T Bank
248
M&T Bank
New York
$1.05M -$490K -9,610 -32%
AAS
249
Avantax Advisory Services
Texas
$1.04M +$590K +11,586 +131%
BS
250
Banco Santander
Spain
$1.03M -$263K -5,150 -20%
8 9
10
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