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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 %
FFA
326
First Foundation Advisors
California
$321K +$12.6K +247 +4%
GRP
327
Global Retirement Partners
California
$321K +$231K +4,524 +255%
WF
328
Welch & Forbes
Massachusetts
$318K – – –
First Trust Advisors
329
First Trust Advisors
Illinois
$315K +$22K +432 +8%
GCA
330
Guardian Capital Advisors
Ontario, Canada
$311K -$43.1K -845 -12%
MC
331
Mathes Company
New York
$306K – – –
TDC
332
Thompson Davis & Co
Virginia
$305K +$39.1K +768 +15%
WCM
333
Weatherstone Capital Management
Colorado
$304K +$304K +5,966 New
WSCM
334
Wellington Shields Capital Management
New York
$303K – – –
KWA
335
KCS Wealth Advisory
California
$291K -$32.3K -634 -10%
ACM
336
Avalon Capital Management
California
$286K +$286K +5,610 New
KBFS
337
Kohmann Bosshard Financial Services
Ohio
$283K -$332K -6,511 -54%
AIM
338
Advantage Investment Management
Iowa
$282K -$6.31K -124 -2%
VNA
339
VNBTrust National Association
Virginia
$280K – – –
OFG
340
OmniStar Financial Group
North Carolina
$276K +$2.95K +58 +1%
OAM
341
Oppenheimer Asset Management
New York
$273K -$2.69M -52,800 -91%
LF
342
Lee Financial
Texas
$271K +$271K +5,327 New
CWM
343
Cornerstone Wealth Management
Missouri
$264K -$50.2K -985 -16%
MLIC
344
Mandatum Life Insurance Company
Finland
$258K – – –
MA
345
Mutual Advisors
Nebraska
$256K -$88.6K -1,739 -26%
LFAS
346
Level Four Advisory Services
Texas
$251K +$4.93K +97 +2%
AP
347
Appleton Partners
Massachusetts
$251K +$5.1K +100 +2%
AFP
348
Ausdal Financial Partners
Iowa
$248K +$11K +217 +5%
PCM
349
Peak Capital Management
Colorado
$245K -$941K -18,444 -79%
NL
350
NVWM LLC
Pennsylvania
$245K +$11.7K +228 +5%
12 13
14
15 16