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iShares Floating Rate Bond ETF
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Overview Fund Activity

506 hedge funds and large institutions have $6.08B invested in iShares Floating Rate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 239 increasing their positions, 146 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+33
Holders Change %
+6.98%
% of All Funds
11.59%
Holding in Top 10
64
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.47%
% of All Funds
1.47%
New
63
Increased
239
Reduced
146
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$89.1M
2
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$82M
3
AMH
Apollo Management Holdings
New York
+$74M
4
Bank of America
Bank of America
North Carolina
+$66.3M
5
UCFA
United Capital Financial Advisors
Texas
+$54.1M

Top Sellers

1
BS
Banco Santander
Spain
-$91.7M
2
AA
Alesco Advisors
New York
-$74.2M
3
SR
Swiss Re
Switzerland
-$51M
4
CS
Credit Suisse
Switzerland
-$38.9M
5
GLA
Great Lakes Advisors
Illinois
-$35.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
3C
301
361 Capital
Colorado
$908K +$28.7K +562 +3%
WP
302
WealthPLAN Partners
Nebraska
$874K -$989K -19,480 -53%
MLIC
303
Mandatum Life Insurance Company
Finland
$867K +$609K +11,925 +236%
FUBT
304
First United Bank & Trust
Maryland
$832K +$147K +2,887 +22%
WCM
305
Windham Capital Management
Massachusetts
$823K – – –
AIM
306
Advantage Investment Management
Iowa
$820K -$354K -6,930 -30%
WAM
307
Wealthspire Advisors (Maryland)
Maryland
$796K – – –
WAM
308
Weatherly Asset Management
California
$790K – – –
EWM
309
Elmwood Wealth Management
California
$773K +$30.6K +600 +4%
OAM
310
Oak Asset Management
California
$772K +$51K +1,000 +7%
UWM
311
USAdvisors Wealth Management
Minnesota
$771K +$99.7K +1,954 +15%
VAIA
312
Virtus Alternative Investment Advisers
Connecticut
$764K – – –
CFMC
313
Curbstone Financial Management Corp
New Hampshire
$755K – – –
RA
314
RFG Advisory
Alabama
$753K +$85.1K +1,666 +13%
EDRIA
315
Edmonds Duncan Registered Investment Advisors
Kansas
$745K +$544K +10,658 +271%
CCG
316
Cypress Capital Group
Florida
$741K +$360K +7,050 +94%
IWC
317
Integrated Wealth Concepts
Massachusetts
$732K +$732K +14,381 New
MBT
318
Montecito Bank & Trust
California
$729K +$729K +14,281 New
RCAG
319
Rehmann Capital Advisory Group
Michigan
$712K +$74.3K +1,456 +12%
RJT
320
Raymond James Trust
Florida
$709K +$58.9K +1,155 +9%
MIM
321
Macroview Investment Management
Maryland
$705K +$165K +3,227 +30%
AP
322
Advisors Preferred
Maryland
$703K -$347K -6,790 -33%
HCM
323
Hilton Capital Management
New York
$689K -$689K -13,500 Closed
CCA
324
Clearwater Capital Advisors
Illinois
$688K +$267K +5,226 +63%
BWAM
325
Boyd Watterson Asset Management
Ohio
$686K -$159K -3,124 -19%
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