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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 %
CNBT
301
Canandaigua National Bank & Trust
New York
$475K +$8.41K +165 +2%
VCM
302
Virtue Capital Management
Tennessee
$467K +$465K +9,125 +20,739%
WI
303
WrapManager Inc
California
$460K -$13K -256 -3%
SAM
304
Shamrock Asset Management
Texas
$442K +$431K +8,447 +3,857%
NAM
305
NTV Asset Management
West Virginia
$433K – – –
GC
306
Garde Capital
Washington
$432K – – –
F
307
F3Logic
Minnesota
$432K +$432K +8,471 New
SEI Investments
308
SEI Investments
Pennsylvania
$429K +$155K +3,043 +56%
IP
309
Intellectus Partners
California
$412K +$219K +4,300 +114%
RA
310
RFG Advisory
Alabama
$407K -$34.7K -681 -8%
MHS
311
M Holdings Securities
Oregon
$401K +$191K +3,751 +91%
M&T Bank
312
M&T Bank
New York
$396K +$39.7K +778 +11%
HSA
313
HBK Sorce Advisory
Pennsylvania
$384K +$42.7K +839 +13%
TSS
314
Two Sigma Securities
New York
$381K +$381K +7,474 New
BPCE
315
Bank Pictet & Cie (Europe)
Germany
$378K -$86.7K -1,700 -19%
SPIA
316
Steward Partners Investment Advisory
New York
$372K +$319K +6,281 +603%
WTC
317
WhitTier Trust Company
Nevada
$362K -$15.3K -300 -4%
LYV
318
Live Your Vision
Pennsylvania
$358K -$76.4K -1,500 -18%
AWA
319
Arete Wealth Advisors
Illinois
$357K -$109K -2,137 -23%
Mariner
320
Mariner
Kansas
$347K +$129K +2,542 +59%
LFG
321
LifePlan Financial Group
Ohio
$346K -$2.96K -58 -0.8%
OLA
322
Oliver Luxxe Assets
New Jersey
$345K +$5.1K +100 +2%
DWM
323
Dynasty Wealth Management
Florida
$338K +$82.6K +1,621 +32%
MWP
324
MYCIO Wealth Partners
Pennsylvania
$329K – – –
KA
325
Kovack Advisors
Florida
$329K +$329K +6,456 New
11 12
13
14 15