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iShares Floating Rate Bond ETF
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Overview Fund Activity

488 hedge funds and large institutions have $5.51B invested in iShares Floating Rate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 201 increasing their positions, 194 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
-32
Holders Change %
-6.15%
% of All Funds
10.72%
Holding in Top 10
46
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8%
% of All Funds
1.01%
New
30
Increased
201
Reduced
194
Closed
58
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PP
Prudential plc
United Kingdom
+$680M
2
AssetMark Inc
AssetMark Inc
California
+$57.4M
3
MFM
MD Financial Management
Ontario, Canada
+$13.4M
4
UBS Group
UBS Group
Switzerland
+$12.3M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$11M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$90.7M
2
BlackRock
BlackRock
New York
-$74.4M
3
Wells Fargo
Wells Fargo
California
-$66.5M
4
UCFA
United Capital Financial Advisors
Texas
-$62.7M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$27.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCG
301
Ceeto Capital Group
Florida
$637K – – –
CCM
302
Chilton Capital Management
Texas
$633K +$633K +12,414 New
W
303
WealthOne
New York
$611K -$15.9K -311 -3%
TPWA
304
TRUE Private Wealth Advisors
Oregon
$610K +$50K +982 +9%
BRWA
305
B. Riley Wealth Advisors
Florida
$608K +$26.6K +521 +5%
LTI
306
Laffer Tengler Investments
Tennessee
$608K +$128K +2,520 +27%
JWS
307
Juncture Wealth Strategies
Arizona
$607K +$136K +2,664 +29%
ST
308
Spinnaker Trust
Maine
$602K – – –
MIH
309
Meitav Investment House
Israel
$595K +$87.1K +1,706 +17%
CWA
310
Clarus Wealth Advisors
Arizona
$592K +$41.7K +817 +8%
BAM
311
Bruderman Asset Management
New York
$592K +$369K +7,244 +165%
EB
312
Eastern Bank
Massachusetts
$590K -$254K -4,995 -30%
CBFP
313
Cedar Brook Financial Partners
Ohio
$585K -$9.53K -187 -2%
PP
314
Paloma Partners
Connecticut
$584K +$584K +11,461 New
HPC
315
Hobart Private Capital
North Carolina
$576K -$3.42K -67 -0.6%
CAN
316
Claraphi Advisory Network
United States
$576K -$260K -5,100 -31%
NB
317
Northwest Bancshares
Pennsylvania
$572K – – –
CPP
318
Crow Point Partners
Massachusetts
$566K – – –
WBC
319
West Branch Capital
Massachusetts
$563K -$97.2K -1,907 -15%
GWM
320
Geneos Wealth Management
Colorado
$563K -$30.4K -597 -5%
SIM
321
SSI Investment Management
California
$557K -$2.12M -41,711 -79%
EVM
322
Eaton Vance Management
Massachusetts
$556K – – –
LFPWM
323
Leicht Financial Planning & Wealth Management
New Jersey
$543K -$4.64M -91,117 -90%
CCM
324
Covington Capital Management
California
$543K -$30.6K -600 -5%
FGAM
325
Financial Gravity Asset Management
Texas
$542K -$601K -11,785 -53%
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