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iShares Floating Rate Bond ETF
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Overview Fund Activity

473 hedge funds and large institutions have $5.63B invested in iShares Floating Rate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 240 increasing their positions, 105 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+32
Holders Change %
+7.26%
% of All Funds
10.84%
Holding in Top 10
59
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+28.26%
% of All Funds
1.35%
New
63
Increased
240
Reduced
105
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
FormulaFolio Investments
Michigan
+$164M
2
Bank of America
Bank of America
North Carolina
+$158M
3
Wells Fargo
Wells Fargo
California
+$76.9M
4
UBS Group
UBS Group
Switzerland
+$41.3M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$38.6M

Top Sellers

1
VA
Valmark Advisers
Ohio
-$48.4M
2
WCM
Windham Capital Management
Massachusetts
-$38.9M
3
Jane Street
Jane Street
New York
-$16.6M
4
AP
Advisors Preferred
Maryland
-$11.8M
5
AA
Alesco Advisors
New York
-$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMAM
326
Raab & Moskowitz Asset Management
New Jersey
$465K +$246K +4,831 +113%
VCM
327
Virtue Capital Management
Tennessee
$459K -$8.31K -163 -2%
WI
328
WrapManager Inc
California
$459K -$2.25K -44 -0.5%
BAM
329
Belpointe Asset Management
Nevada
$458K +$458K +8,986 New
HFS
330
Haverford Financial Services
Pennsylvania
$457K +$457K +8,954 New
NL
331
NVWM LLC
Pennsylvania
$456K +$211K +4,141 +86%
WT
332
Whittier Trust
California
$449K -$45.9K -900 -9%
WA
333
Wealthstar Advisors
Texas
$444K +$233K +4,567 +110%
NAM
334
NTV Asset Management
West Virginia
$434K – – –
CCG
335
Ceeto Capital Group
Florida
$434K +$434K +8,500 New
GC
336
Garde Capital
Washington
$433K – – –
CCA
337
Clearwater Capital Advisors
Illinois
$421K -$89.2K -1,749 -17%
Jane Street
338
Jane Street
New York
$414K -$16.6M -325,092 -98%
IP
339
Intellectus Partners
California
$401K -$11.2K -220 -3%
CWM
340
Connecticut Wealth Management
Connecticut
$399K +$399K +7,846 New
MHS
341
M Holdings Securities
Oregon
$397K -$4.28K -84 -1%
HSA
342
HBK Sorce Advisory
Pennsylvania
$392K +$7.65K +150 +2%
TDC
343
Thompson Davis & Co
Virginia
$391K +$85.7K +1,682 +28%
CCG
344
Cypress Capital Group
Florida
$381K +$381K +7,480 New
SCA
345
Snowden Capital Advisors
New York
$366K -$171K -3,357 -32%
WTC
346
WhitTier Trust Company
Nevada
$363K – – –
PCP
347
Proficio Capital Partners
Massachusetts
$358K -$1.23M -24,123 -77%
LF
348
Lee Financial
Texas
$349K +$77.2K +1,514 +28%
OLA
349
Oliver Luxxe Assets
New Jersey
$345K – – –
DWM
350
Dynasty Wealth Management
Florida
$343K +$4.84K +95 +1%
12 13
14
15 16