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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 %
GRP
351
Global Retirement Partners
California
$338K +$17.3K +340 +5%
FFA
352
First Foundation Advisors
California
$337K +$15.7K +308 +5%
KA
353
Kovack Advisors
Florida
$329K -$204 -4 -0.1%
HCA
354
Harbour Capital Advisors
Virginia
$328K -$203K -3,996 -38%
LFAS
355
Level Four Advisory Services
Texas
$324K +$72.5K +1,422 +29%
AIS
356
Accurate Investment Solutions
Pennsylvania
$321K +$321K +6,288 New
MC
357
Moors & Cabot
Massachusetts
$320K -$739K -14,466 -70%
WF
358
Welch & Forbes
Massachusetts
$319K – – –
First Trust Advisors
359
First Trust Advisors
Illinois
$317K +$1.79K +35 +0.6%
GCA
360
Guardian Capital Advisors
Ontario, Canada
$311K – – –
MC
361
Mathes Company
New York
$306K – – –
WSCM
362
Wellington Shields Capital Management
New York
$303K – – –
FDCDDQ
363
Federation des caisses Desjardins du Quebec
Quebec, Canada
$293K -$342K -6,710 -54%
WCM
364
Weatherstone Capital Management
Colorado
$286K -$18K -353 -6%
ACM
365
Avalon Capital Management
California
$286K – – –
TC
366
Trilogy Capital
California
$285K +$285K +5,590 New
VNA
367
VNBTrust National Association
Virginia
$282K – – –
BCA
368
Bay Colony Advisors
Massachusetts
$282K +$282K +5,529 New
Thrivent Financial for Lutherans
369
Thrivent Financial for Lutherans
Minnesota
$275K +$275K +5,398 New
IA
370
IFG Advisory
Georgia
$270K +$270K +5,303 New
KWA
371
KCS Wealth Advisory
California
$269K -$22.5K -441 -8%
OFG
372
OmniStar Financial Group
North Carolina
$269K -$7.74K -152 -3%
GCMG
373
Gyroscope Capital Management Group
Florida
$262K -$682K -13,388 -72%
MLIC
374
Mandatum Life Insurance Company
Finland
$258K – – –
BW
375
Bison Wealth
Georgia
$257K +$33.5K +655 +15%
13 14
15
16 17