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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 %
ED
351
Exane Derivatives
France
$244K +$90.9K +1,786 +59%
CIM
352
Confluence Investment Management
Missouri
$242K – – –
CCA
353
Catalyst Capital Advisors
New York
$239K +$239K +4,700 New
AIP
354
Ameritas Investment Partners
Nebraska
$231K +$18.8K +370 +9%
EWM
355
Elmwood Wealth Management
California
$227K +$227K +4,449 New
BW
356
Bison Wealth
Georgia
$223K -$28.1K -551 -11%
RMAM
357
Raab & Moskowitz Asset Management
New Jersey
$218K +$218K +4,287 New
CCM
358
Coldstream Capital Management
Washington
$214K – – –
WA
359
Wealthstar Advisors
Texas
$211K +$211K +4,146 New
WAAG
360
Wealth Alliance Advisory Group
Kansas
$207K -$1.27M -24,904 -86%
FHB
361
First Hawaiian Bank
Hawaii
$206K +$4.06K +80 +2%
DWM
362
Doyle Wealth Management
Florida
$206K +$206K +4,050 New
SBIA
363
Sheaff Brock Investment Advisors
Indiana
$204K – – –
BFG
364
Bouchey Financial Group
New York
$204K +$204K +4,000 New
EDRIA
365
Edmonds Duncan Registered Investment Advisors
Kansas
$201K – – –
Northwestern Mutual Wealth Management
366
Northwestern Mutual Wealth Management
Wisconsin
$195K -$34.8K -684 -15%
GWM
367
Geneos Wealth Management
Colorado
$192K +$61.6K +1,211 +47%
NEAM
368
New England Asset Management
Connecticut
$178K – – –
PG
369
Patten Group
Tennessee
$172K +$78.9K +2,185 +85%
IFA
370
Interactive Financial Advisors
Illinois
$171K -$224K -4,413 -57%
BFEC
371
Benjamin F. Edwards & Company
Missouri
$163K +$163K +3,207 New
CTC
372
Central Trust Company
Missouri
$152K +$135K +2,654 +812%
AIP
373
Almanack Investment Partners
Pennsylvania
$144K +$144K +2,824 New
CCM
374
Covington Capital Management
California
$140K – – –
BHB
375
Bank Hapoalim BM
Israel
$140K – – –
13 14
15
16 17