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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 %
SFG
376
StrategIQ Financial Group
Indiana
$252K +$252K +4,938 New
AIM
377
Astor Investment Management
Illinois
$249K -$3.77M -73,972 -94%
AP
378
Appleton Partners
Massachusetts
$248K -$2.8K -55 -1%
SFP
379
Shepherd Financial Partners
Massachusetts
$246K +$246K +4,861 New
PCM
380
Peak Capital Management
Colorado
$245K – – –
CCM
381
Coldstream Capital Management
Washington
$245K +$30.2K +591 +14%
ED
382
Exane Derivatives
France
$245K – – –
CIM
383
Confluence Investment Management
Missouri
$243K – – –
CCA
384
Catalyst Capital Advisors
New York
$240K – – –
AIP
385
Ameritas Investment Partners
Nebraska
$240K +$8.15K +160 +4%
BPCE
386
Bank Pictet & Cie (Europe)
Germany
$235K -$143K -2,800 -38%
LYV
387
Live Your Vision
Pennsylvania
$235K -$123K -2,411 -34%
KBFS
388
Kohmann Bosshard Financial Services
Ohio
$229K -$54.7K -1,071 -19%
FHA
389
Flagship Harbor Advisors
Massachusetts
$227K +$227K +4,470 New
KeyBank National Association
390
KeyBank National Association
Ohio
$226K +$226K +4,435 New
CCM
391
Covington Capital Management
California
$224K +$84K +1,650 +60%
FAIM
392
Financial Advocates Investment Management
Washington
$221K +$221K +4,345 New
AWA
393
Arete Wealth Advisors
Illinois
$213K -$145K -2,844 -41%
AFP
394
Ausdal Financial Partners
Iowa
$210K -$38K -746 -15%
BFG
395
Bouchey Financial Group
New York
$204K – – –
SBIA
396
Sheaff Brock Investment Advisors
Indiana
$204K – – –
CWS
397
Cypress Wealth Services
California
$203K +$203K +3,979 New
CT
398
Coastline Trust
Rhode Island
$202K +$202K +3,960 New
EDRIA
399
Edmonds Duncan Registered Investment Advisors
Kansas
$201K – – –
GWM
400
Geneos Wealth Management
Colorado
$192K -$357 -7 -0.2%
14 15
16
17 18