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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.

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 %
GBBWRPM
301
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$24K – – –
DCM
302
DeGreen Capital Management
Arizona
$19.4K +$3.97K +77,944 +26%
CAM
303
Close Asset Management
United Kingdom
$19K – – –
DOA
304
D'Orazio & Associates
Virginia
$13K – – –
CFG
305
CKW Financial Group
Hawaii
$12K – – –
CAPTRUST Financial Advisors
306
CAPTRUST Financial Advisors
North Carolina
$11K +$11K +220 New
GEA
307
Glen Eagle Advisors
New Jersey
$10.2K – – –
NR
308
Newfound Research
Massachusetts
$10K – – –
WTB
309
Washington Trust Bank
Washington
$9K – – –
TCM
310
Tradewinds Capital Management
Washington
$8K +$8K +164 New
CFD
311
Creative Financial Designs
Indiana
$7K +$7K +143 New
NA
312
NewEdge Advisors
Louisiana
$6.51K +$6.51K +128 New
PK
313
Pflug Koory
Nebraska
$6K +$6K +127 New
PSW
314
Portfolio Strategies (Washington)
Washington
$5K – – –
PFSC
315
Peoples Financial Services Corp
Pennsylvania
$4K – – –
NC
316
NewSquare Capital
Pennsylvania
$3K – – –
LWA
317
Lowe Wealth Advisors
Maryland
$3K – – –
PFGIA
318
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$3K +58 New
ACM
319
Aviance Capital Management
Florida
$3K +$3K +60 New
CFA
320
Carroll Financial Associates
North Carolina
$2K – – –
IPC
321
Independent Portfolio Consultants
Florida
$1K -$175K -4,385 -99%
TFA
322
Transamerica Financial Advisors
Florida
$1K -$1.98M -1,982 -100%
WA
323
WFG Advisors
Texas
$1K – – –
GI
324
Gradient Investments
Minnesota
$1K – – –
RA
325
Rational Advisors
New York
$1K +$1K +10 New
10 11 12
13
14