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iShares Floating Rate Bond ETF

392 hedge funds and large institutions have $3.57B invested in iShares Floating Rate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 148 increasing their positions, 103 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
+58
Holders Change %
+17.37%
% of All Funds
8.9%
Holding in Top 10
35
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.67%
% of All Funds
0.79%
New
87
Increased
148
Reduced
103
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
351
Perigon Wealth Management
California
$35K
CPIG
352
Chicago Partners Investment Group
Illinois
$30K
GTAM
353
Global Trust Asset Management
Florida
$30K +$30K +590 New
FGC
354
Financial Gravity Companies
Texas
$28K +$28K +556 New
AF
355
Allworth Financial
California
$25K
GBBWRPM
356
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$25K
RFWA
357
RPg Family Wealth Advisory
Massachusetts
$25K -$6.25K -123 -20%
UBS AM
358
UBS AM
Illinois
$23.9K +$23.9K +471 New
NSB
359
Norway Savings Bank
Maine
$22K -$38.1K -745 -63%
MAM
360
Meeder Asset Management
Ohio
$20K +$20K +396 New
CAM
361
Close Asset Management
United Kingdom
$19K
FNB
362
Farmers National Bank
Kentucky
$19K +$19K +365 New
THWM
363
Taylor Hoffman Wealth Management
Virginia
$19K +$19K +369 New
RBC
364
Roble Belko & Company
Pennsylvania
$18K +$14.9K +294 +490%
CTC
365
Central Trust Company
Missouri
$17K +$17K +327 New
GEA
366
Glen Eagle Advisors
New Jersey
$15.2K
DOA
367
D'Orazio & Associates
Virginia
$13K
CFG
368
CKW Financial Group
Hawaii
$12K
NR
369
Newfound Research
Massachusetts
$12K +$883 +17 +8%
SAM
370
Shamrock Asset Management
Texas
$11K
AC
371
Avestar Capital
New York
$11K +$11K +225 New
PFGIA
372
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$6.93K +131 +226%
TF
373
Tompkins Financial
New York
$10K +$10K +192 New
WTB
374
Washington Trust Bank
Washington
$9K
TCM
375
Tradewinds Capital Management
Washington
$8K