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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 %
SCM
251
SOL Capital Management
Maryland
$968K +$968K +19,000 New
RCAG
252
Rehmann Capital Advisory Group
Michigan
$967K +$102 +2 +0%
GCMG
253
Gyroscope Capital Management Group
Florida
$944K +$944K +18,531 New
EWM
254
Edge Wealth Management
New York
$938K +$938K +18,420 New
CAM
255
Concorde Asset Management
Michigan
$917K +$594K +11,675 +184%
AWMG
256
Alliance Wealth Management Group
New Jersey
$916K +$152K +2,979 +20%
AAM
257
Aureus Asset Management
Massachusetts
$901K – – –
CA
258
Calton & Associates
Florida
$861K -$99K -1,944 -10%
PFS
259
Prospera Financial Services
Texas
$861K +$861K +16,905 New
TW
260
Towerpoint Wealth
California
$850K +$264K +5,183 +45%
PA
261
Parallel Advisors
California
$843K -$1.55M -30,354 -65%
WAM
262
Wealthspire Advisors (Maryland)
Maryland
$795K +$100K +1,964 +14%
WPC
263
White Pine Capital
Minnesota
$772K -$268K -5,255 -26%
CFMC
264
Curbstone Financial Management Corp
New Hampshire
$766K +$257K +5,050 +51%
VAIA
265
Virtus Alternative Investment Advisers
Connecticut
$762K +$87.6K +1,720 +13%
AWM
266
AE Wealth Management
Kansas
$758K +$459K +9,007 +153%
BWAM
267
Boyd Watterson Asset Management
Ohio
$756K +$39.3K +772 +5%
FAM
268
Foothills Asset Management
Arizona
$749K – – –
BBA
269
Braun-Bostich & Associates
Pennsylvania
$713K +$543K +10,660 +320%
ATC
270
Argent Trust Co
Tennessee
$697K -$28.8K -565 -4%
HCM
271
Hilton Capital Management
New York
$688K -$10.4M – –
KWM
272
Kingsview Wealth Management
Oregon
$675K -$148K -2,907 -18%
1WA
273
180 Wealth Advisors
Washington
$675K +$451K +8,878 +202%
NB
274
Northwest Bancshares
Pennsylvania
$670K -$61.5K -1,208 -8%
WAM
275
Weatherly Asset Management
California
$665K +$89.1K +1,750 +15%
9 10
11
12 13