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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 %
VFA
376
Valeo Financial Advisors
Indiana
$134K +$91.1K +1,794 +212%
PGWM
377
Parisi Gray Wealth Management
New Jersey
$130K – – –
FGC
378
Financial Gravity Companies
Texas
$125K +$96.7K +1,903 +342%
MIFH
379
Migdal Insurance & Financial Holdings
Israel
$125K +$125K +2,450 New
FGAM
380
Financial Gravity Asset Management
Texas
$125K +$125K +2,459 New
William Blair & Company
381
William Blair & Company
Illinois
$125K +$125K +2,461 New
WIM
382
Westside Investment Management
California
$120K – – –
SIAP
383
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$102K – – –
YWP
384
YorkBridge Wealth Partners
New York
$97K -$86.7K -1,700 -47%
BRC
385
Bell Rock Capital
Delaware
$92K +$40.1K +791 +77%
APP
386
Avantax Planning Partners
Iowa
$86K +$86K +1,688 New
BWA
387
BDO Wealth Advisors
Florida
$73K -$142K -2,800 -66%
KPCM
388
Kings Point Capital Management
New York
$71K +$71K +1,402 New
APSP
389
Asset Planning Services (Pennsylvania)
Pennsylvania
$62K +$507 +10 +0.8%
FRA
390
Front Row Advisors
California
$61K +$820 +16 +1%
PCG
391
Private Capital Group
Connecticut
$61K +$20.5K +404 +51%
UBS AM
392
UBS AM
Illinois
$59.5K +$35.5K +698 +148%
BWP
393
Baldwin Wealth Partners
Massachusetts
$50K +$50K +981 New
SWA
394
Sutton Wealth Advisors
Florida
$49.2K – – –
PCTC
395
Perkins Coie Trust Company
Washington
$49K – – –
HDIM
396
Hanson & Doremus Investment Management
Vermont
$48K – – –
IF
397
Ironwood Financial
Arizona
$48K – – –
PFBT
398
Parkside Financial Bank & Trust
Missouri
$46K – – –
TFA
399
Transamerica Financial Advisors
Florida
$46K +$45.9K +891 +89,100%
CFA
400
Camarda Financial Advisors
Florida
$41K -$155K -3,049 -79%
14 15
16
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