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iShares Floating Rate Bond ETF
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Overview Fund Activity

334 hedge funds and large institutions have $3.23B invested in iShares Floating Rate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 170 increasing their positions, 82 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+9
Holders Change %
+2.77%
% of All Funds
8.34%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.75%
New
28
Increased
170
Reduced
82
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$255M
2
Bank of America
2
Bank of America
North Carolina
$586M
3
BlackRock
3
BlackRock
New York
$64.3M
4
LG
4
Leuthold Group
Minnesota
$32.7M
5
Wells Fargo
5
Wells Fargo
California
$143M

Top Sellers

1
PP
1
Prudential plc
United Kingdom
$6.38M
2
SG Americas Securities
2
SG Americas Securities
New York
$3.13M
3
Goldman Sachs
3
Goldman Sachs
New York
$35.3M
4
IUHSA
4
Itau Unibanco Holding S.A.
Brazil
$0
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HDIM
301
Hanson & Doremus Investment Management
Vermont
$48K – – –
SPIA
302
Steward Partners Investment Advisory
New York
$43K -$4.46K -88 -9%
BRC
303
Bell Rock Capital
Delaware
$36K +$153 +3 +0.4%
PWM
304
Perigon Wealth Management
California
$35K -$39K -763 -53%
RFWA
305
RPg Family Wealth Advisory
Massachusetts
$31.3K +$31.3K +614 New
CPIG
306
Chicago Partners Investment Group
Illinois
$30K +$30K +584 New
AF
307
Allworth Financial
California
$25K – – –
GBBWRPM
308
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$24K – – –
CAM
309
Close Asset Management
United Kingdom
$19K – – –
CAPTRUST Financial Advisors
310
CAPTRUST Financial Advisors
North Carolina
$19K +$7.55K +145 +66%
GEA
311
Glen Eagle Advisors
New Jersey
$15.3K +$5.09K +100 +50%
DOA
312
D'Orazio & Associates
Virginia
$13K – – –
CFG
313
CKW Financial Group
Hawaii
$12K – – –
WAP
314
Wealthcare Advisory Partners
Pennsylvania
$12K +$12K +238 New
SAM
315
Shamrock Asset Management
Texas
$11K -$666K -13,268 -98%
AIS
316
Accurate Investment Solutions
Pennsylvania
$11K -$77.2K -1,452 -88%
NR
317
Newfound Research
Massachusetts
$11K +$1.13K +22 +11%
Northern Trust
318
Northern Trust
Illinois
$11K +$11K +20,722 New
WTB
319
Washington Trust Bank
Washington
$9K – – –
TCM
320
Tradewinds Capital Management
Washington
$8K – – –
PK
321
Pflug Koory
Nebraska
$6K – – –
AAP
322
Arax Advisory Partners
Colorado
$5K -$73.2K -1,595 -94%
IWM
323
IHT Wealth Management
Illinois
$5K -$20K -400 -80%
PSW
324
Portfolio Strategies (Washington)
Washington
$5K – – –
ACM
325
Aviance Capital Management
Florida
$5K +$2.14K +45 +75%
10 11 12
13
14