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iShares Floating Rate Bond ETF
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Overview Fund Activity

488 hedge funds and large institutions have $5.51B invested in iShares Floating Rate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 201 increasing their positions, 194 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
-32
Holders Change %
-6.15%
% of All Funds
10.72%
Holding in Top 10
46
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8%
% of All Funds
1.01%
New
30
Increased
201
Reduced
194
Closed
58
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PP
Prudential plc
United Kingdom
+$680M
2
AssetMark Inc
AssetMark Inc
California
+$57.4M
3
MFM
MD Financial Management
Ontario, Canada
+$13.4M
4
UBS Group
UBS Group
Switzerland
+$12.3M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$11M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$90.7M
2
BlackRock
BlackRock
New York
-$74.4M
3
Wells Fargo
Wells Fargo
California
-$66.5M
4
UCFA
United Capital Financial Advisors
Texas
-$62.7M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$27.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
376
First Foundation Advisors
California
$306K – – –
MIFH
377
Migdal Insurance & Financial Holdings
Israel
$305K – – –
WA
378
Wealthstar Advisors
Texas
$296K – – –
GCMG
379
Gyroscope Capital Management Group
Florida
$293K -$228K -4,478 -44%
VNB
380
Virginia National Bank
Virginia
$292K +$3.05K +60 +1%
CIA
381
Capital Investment Advisors
Georgia
$290K -$380K -7,466 -57%
CFG
382
Cooper Financial Group
California
$289K +$22.7K +445 +9%
FCA
383
FinTrust Capital Advisors
South Carolina
$288K -$32.2K -632 -10%
CWS
384
Cypress Wealth Services
California
$285K +$34.1K +669 +14%
SFP
385
Shepherd Financial Partners
Massachusetts
$283K +$818 +16 +0.3%
MSAM
386
Moloney Securities Asset Management
Missouri
$281K -$145K -2,843 -34%
MAFM
387
Mid Atlantic Financial Management
Pennsylvania
$280K -$90.7K -1,778 -24%
IP
388
Intellectus Partners
California
$278K – – –
AOWM
389
Alpha Omega Wealth Management
Virginia
$278K +$278K +5,465 New
MFG
390
Magnus Financial Group
New York
$275K +$45.7K +895 +20%
TA
391
Tiedemann Advisors
New York
$272K – – –
WIA
392
Wealthstreet Investment Advisors
Texas
$269K -$205K -4,000 -43%
HSA
393
HBK Sorce Advisory
Pennsylvania
$269K +$2.96K +58 +1%
Principal Financial Group
394
Principal Financial Group
Iowa
$266K +$3.01K +59 +1%
AAS
395
Annex Advisory Services
Wisconsin
$263K – – –
CTC
396
Central Trust Company
Missouri
$261K -$173K -3,400 -40%
QPWM
397
Quadrant Private Wealth Management
Pennsylvania
$260K -$6.42K -126 -2%
EWA
398
EP Wealth Advisors
California
$258K -$10.6K -208 -4%
VAG
399
VisionPoint Advisory Group
Texas
$252K -$203K -4,000 -45%
RWM
400
RBA Wealth Management
California
$251K -$16.3K -320 -6%
14 15
16
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