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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 %
Cetera Investment Advisers
276
Cetera Investment Advisers
Illinois
$858K +$213K +4,169 +33%
CA
277
Calton & Associates
Florida
$846K -$16.2K -318 -2%
BWAM
278
Boyd Watterson Asset Management
Ohio
$845K +$87.8K +1,722 +12%
WCM
279
Windham Capital Management
Massachusetts
$823K -$38.9M -762,738 -98%
WAM
280
Wealthspire Advisors (Maryland)
Maryland
$796K – – –
WAM
281
Weatherly Asset Management
California
$790K +$124K +2,423 +19%
BHB
282
Bank Hapoalim BM
Israel
$772K – – –
VAIA
283
Virtus Alternative Investment Advisers
Connecticut
$763K – – –
CFMC
284
Curbstone Financial Management Corp
New Hampshire
$755K -$12.8K -250 -2%
BFA
285
Beaumont Financial Advisors
Massachusetts
$746K -$468K -9,173 -39%
EWM
286
Elmwood Wealth Management
California
$743K +$516K +10,110 +227%
LI
287
LVZ Inc
Michigan
$727K +$727K +14,255 New
OAM
288
Oak Asset Management
California
$721K +$207K +4,058 +40%
ATC
289
Argent Trust Co
Tennessee
$697K – – –
HCM
290
Hilton Capital Management
New York
$689K +$689K +13,500 New
FUBT
291
First United Bank & Trust
Maryland
$685K +$102K +2,003 +18%
KWM
292
Kingsview Wealth Management
Oregon
$676K +$612 +12 +0.1%
UWM
293
USAdvisors Wealth Management
Minnesota
$671K -$637K -12,485 -49%
NB
294
Northwest Bancshares
Pennsylvania
$671K – – –
NFG
295
Nations Financial Group
Iowa
$670K +$670K +13,139 New
RA
296
RFG Advisory
Alabama
$667K +$259K +5,085 +64%
BBA
297
Braun-Bostich & Associates
Pennsylvania
$666K -$47.9K -938 -7%
AIP
298
Almanack Investment Partners
Pennsylvania
$666K +$522K +10,226 +362%
FPFS
299
First Personal Financial Services
North Carolina
$662K – – –
Mariner
300
Mariner
Kansas
$660K +$313K +6,130 +90%
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