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iShares Floating Rate Bond ETF

308 hedge funds and large institutions have $2.63B invested in iShares Floating Rate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 137 increasing their positions, 62 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
+43
Holders Change %
+16.23%
% of All Funds
7.68%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.57%
New
65
Increased
137
Reduced
62
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IPC
251
Independent Portfolio Consultants
Florida
$224K +$165K +3,244 +278%
HCM
252
Highlander Capital Management
New Jersey
$214K
SGCA
253
Steel Grove Capital Advisors
Tennessee
$208K +$208K +4,088 New
IH
254
IFC Holdings
Florida
$207K -$1.83M -36,120 -90%
LFG
255
LifePlan Financial Group
Ohio
$205K +$205K +4,033 New
KA
256
Klingman & Associates
New York
$203K
SBIA
257
Sheaff Brock Investment Advisors
Indiana
$203K
EDRIA
258
Edmonds Duncan Registered Investment Advisors
Kansas
$200K +$200K +3,939 New
Northwestern Mutual Wealth Management
259
Northwestern Mutual Wealth Management
Wisconsin
$170K +$170K +3,341 New
NFG
260
Next Financial Group
Texas
$142K -$104K -2,035 -42%
PG
261
Patten Group
Tennessee
$131K
YWP
262
YorkBridge Wealth Partners
New York
$122K +$2.13K +42 +2%
WIM
263
Westside Investment Management
California
$120K
MLM
264
Mount Lucas Management
Pennsylvania
$119K +$153 +3 +0.1%
GWM
265
Geneos Wealth Management
Colorado
$115K -$4.89M -96,279 -98%
TFA
266
Transamerica Financial Advisors
Florida
$101K +$101K +1,982 +198,200%
CFA
267
CT Financial Advisors
Pennsylvania
$91.1K
AAP
268
Arax Advisory Partners
Colorado
$86K
BRC
269
Bell Rock Capital
Delaware
$86K +$86K +1,700 New
LYV
270
Live Your Vision
Pennsylvania
$75K -$126K -2,467 -63%
APSP
271
Asset Planning Services (Pennsylvania)
Pennsylvania
$61K +$102 +2 +0.2%
NSB
272
Norway Savings Bank
Maine
$60K -$6.38K -125 -10%
GRP
273
Global Retirement Partners
California
$56K -$25K -490 -31%
IF
274
Ironwood Financial
Arizona
$54K -$9.08K -180 -14%
SWA
275
Sutton Wealth Advisors
Florida
$52.1K