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iShares Floating Rate Bond ETF
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Overview Fund Activity

325 hedge funds and large institutions have $2.85B invested in iShares Floating Rate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 138 increasing their positions, 87 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+17
Holders Change %
+5.52%
% of All Funds
8.11%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.67%
New
46
Increased
138
Reduced
87
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
1
Alesco Advisors
New York
$123M
2
PP
2
Prudential plc
United Kingdom
$50.4M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$36.3M
4
AssetMark Inc
4
AssetMark Inc
California
$55.6M
5
UBS Group
5
UBS Group
Switzerland
$121M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$120M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$45.8M
3
BlackRock
3
BlackRock
New York
$22M
4
SAS
4
Sage Advisory Services
Texas
$0
5
FA
5
FDx Advisors
Illinois
$4.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
251
Wintrust Investments
Illinois
$299K – – –
PCA
252
Private Capital Advisors
Connecticut
$290K +$290K +5,700 New
FFA
253
First Foundation Advisors
California
$286K +$286K +5,613 New
VNA
254
VNBTrust National Association
Virginia
$280K – – –
GS
255
Girard Securities
California
$275K +$275K +5,400 New
MLIC
256
Mandatum Life Insurance Company
Finland
$258K – – –
MHS
257
M Holdings Securities
Oregon
$257K +$257K +5,048 New
BW
258
Bison Wealth
Georgia
$255K -$23.4K -460 -8%
First Trust Advisors
259
First Trust Advisors
Illinois
$251K -$50.5K -990 -17%
PWMAG
260
Pinnacle Wealth Management Advisory Group
New Jersey
$247K +$247K +4,850 New
WAM
261
Weatherly Asset Management
California
$244K – – –
AFP
262
Ausdal Financial Partners
Iowa
$239K +$4.78K +94 +2%
TD Asset Management
263
TD Asset Management
Ontario, Canada
$227K -$503 -10 -0.2%
MSAM
264
Moloney Securities Asset Management
Missouri
$227K – – –
SGCA
265
Steel Grove Capital Advisors
Tennessee
$225K +$16.6K +326 +8%
KA
266
Klingman & Associates
New York
$225K +$21.4K +421 +11%
WP
267
WealthSource Partners
California
$221K +$221K +4,348 New
AIP
268
Ameritas Investment Partners
Nebraska
$218K -$63.3K -1,245 -23%
HCM
269
Highlander Capital Management
New Jersey
$213K – – –
SBIA
270
Sheaff Brock Investment Advisors
Indiana
$204K – – –
EDRIA
271
Edmonds Duncan Registered Investment Advisors
Kansas
$201K – – –
FA
272
Fortis Advisors
Pennsylvania
$201K +$201K +3,941 New
IP
273
Intellectus Partners
California
$193K +$193K +3,782 New
NFG
274
Next Financial Group
Texas
$183K +$41K +806 +29%
SEI Investments
275
SEI Investments
Pennsylvania
$181K -$148K -2,914 -45%
9 10
11
12 13