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iShares Floating Rate Bond ETF
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Overview Fund Activity

534 hedge funds and large institutions have $5.45B invested in iShares Floating Rate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 199 increasing their positions, 175 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+46
Holders Change %
+9.43%
% of All Funds
10.55%
Holding in Top 10
46
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.91%
New
101
Increased
199
Reduced
175
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$36.5M
2
Jane Street
Jane Street
New York
+$31.2M
3
IAA
Independent Advisor Alliance
North Carolina
+$22.1M
4
Morgan Stanley
Morgan Stanley
New York
+$20.7M
5
Truist Financial
Truist Financial
North Carolina
+$11.7M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
-$45.6M
2
Wells Fargo
Wells Fargo
California
-$41M
3
BlackRock
BlackRock
New York
-$39.8M
4
BOTW
Bank of the West
California
-$34.3M
5
AIM
Astor Investment Management
Illinois
-$28M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
301
Plotkin Financial Advisors
Maryland
$824K +$824K +16,183 New
TD Asset Management
302
TD Asset Management
Ontario, Canada
$816K -$782K -15,341 -49%
MFG
303
Magnus Financial Group
New York
$805K +$531K +10,417 +193%
WAM
304
Wealthspire Advisors (Maryland)
Maryland
$785K -$764 -15 -0.1%
CWM
305
Cabot Wealth Management
Massachusetts
$778K -$62K -1,219 -7%
AAS
306
Annex Advisory Services
Wisconsin
$773K +$510K +10,015 +194%
Fifth Third Bancorp
307
Fifth Third Bancorp
Ohio
$765K -$12.3K -241 -2%
APWM
308
Atlas Private Wealth Management
New York
$762K +$762K +14,968 New
BHB
309
Bank Hapoalim BM
Israel
$761K -$658K – –
CONA
310
Capital One National Association
New York
$759K +$759K +14,905 New
QFA
311
Quattro Financial Advisors
Texas
$758K -$390K -7,652 -34%
FAM
312
Foothills Asset Management
Arizona
$751K -$119K -2,335 -14%
LTI
313
Laffer Tengler Investments
Tennessee
$739K +$132K +2,583 +22%
PIMG
314
Patriot Investment Management Group
Tennessee
$732K +$4.99K +98 +0.7%
AWA
315
Acorn Wealth Advisors
Michigan
$722K -$18.4K -360 -2%
CAN
316
Claraphi Advisory Network
United States
$713K +$138K +2,700 +24%
HWM
317
Howard Wealth Management
Connecticut
$702K +$702K +13,794 New
CAC
318
Certified Advisory Corp
Florida
$694K +$51.9K +1,020 +8%
SFS
319
Sowell Financial Services
Arkansas
$693K -$2.25M -44,199 -76%
BRWA
320
B. Riley Wealth Advisors
Florida
$689K +$82K +1,610 +14%
FPCP
321
Fort Point Capital Partners
California
$687K +$1.22K +24 +0.2%
BAM
322
Bruderman Asset Management
New York
$684K +$91.9K +1,806 +16%
CCM
323
Chilton Capital Management
Texas
$679K +$47.1K +925 +7%
LFG
324
LifePlan Financial Group
Ohio
$660K +$13.8K +272 +2%
WAM
325
Weatherly Asset Management
California
$658K -$2.04K -40 -0.3%
11 12
13
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