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iShares Floating Rate Bond ETF
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Overview Fund Activity

506 hedge funds and large institutions have $6.08B invested in iShares Floating Rate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 239 increasing their positions, 146 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+33
Holders Change %
+6.98%
% of All Funds
11.59%
Holding in Top 10
64
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.47%
% of All Funds
1.47%
New
63
Increased
239
Reduced
146
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$89.1M
2
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$82M
3
AMH
Apollo Management Holdings
New York
+$74M
4
Bank of America
Bank of America
North Carolina
+$66.3M
5
UCFA
United Capital Financial Advisors
Texas
+$54.1M

Top Sellers

1
BS
Banco Santander
Spain
-$91.7M
2
AA
Alesco Advisors
New York
-$74.2M
3
SR
Swiss Re
Switzerland
-$51M
4
CS
Credit Suisse
Switzerland
-$38.9M
5
GLA
Great Lakes Advisors
Illinois
-$35.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
376
Capital Investment Advisors
Georgia
$360K -$147K -2,881 -29%
DWM
377
Dynasty Wealth Management
Florida
$345K +$1.12K +22 +0.3%
IP
378
Intellectus Partners
California
$341K -$60.2K -1,180 -15%
FFA
379
First Foundation Advisors
California
$341K +$4.03K +79 +1%
PWM
380
Paulson Wealth Management
Illinois
$341K +$341K +6,695 New
MC
381
Moors & Cabot
Massachusetts
$340K +$20.4K +400 +6%
AFP
382
Ausdal Financial Partners
Iowa
$339K +$129K +2,522 +61%
GRP
383
Global Retirement Partners
California
$337K -$1.33K -26 -0.4%
WTC
384
WhitTier Trust Company
Nevada
$335K -$27.5K -540 -8%
HSA
385
HBK Sorce Advisory
Pennsylvania
$333K -$59.7K -1,168 -15%
NAM
386
NTV Asset Management
West Virginia
$332K -$102K -2,000 -24%
LF
387
Lee Financial
Texas
$322K -$27.2K -533 -8%
WF
388
Welch & Forbes
Massachusetts
$319K – – –
Northwestern Mutual Wealth Management
389
Northwestern Mutual Wealth Management
Wisconsin
$319K +$143K +2,798 +81%
HFS
390
Haverford Financial Services
Pennsylvania
$308K -$148K -2,910 -32%
KA
391
Kovack Advisors
Florida
$307K -$22.1K -433 -7%
MC
392
Mathes Company
New York
$306K – – –
WSCM
393
Wellington Shields Capital Management
New York
$304K – – –
OAM
394
Oppenheimer Asset Management
New York
$297K -$6.59M -129,251 -96%
LFAS
395
Level Four Advisory Services
Texas
$296K -$28.8K -564 -9%
WCM
396
Weatherstone Capital Management
Colorado
$293K +$6.93K +136 +2%
IWM
397
IHT Wealth Management
Illinois
$290K -$4.39M -85,999 -94%
VNB
398
Virginia National Bank
Virginia
$287K +$287K +5,625 New
CT
399
Coastline Trust
Rhode Island
$282K +$79.7K +1,560 +39%
First Trust Advisors
400
First Trust Advisors
Illinois
$278K -$38.5K -756 -12%
14 15
16
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