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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 %
NSB
401
Norway Savings Bank
Maine
$39K +$17.2K +339 +79%
CTB
402
Country Trust Bank
Illinois
$39K +$39K +765 New
PVH
403
Psagot Value Holdings
Israel
$38K – – –
PWM
404
Perigon Wealth Management
California
$35K – – –
AF
405
Allworth Financial
California
$35K +$10.1K +200 +40%
GTAM
406
Global Trust Asset Management
Florida
$30K – – –
CPIG
407
Chicago Partners Investment Group
Illinois
$30K – – –
AOWM
408
Alpha Omega Wealth Management
Virginia
$29K +$29K +575 New
CFA
409
Carroll Financial Associates
North Carolina
$29K +$29K +585 New
RWP
410
RWA Wealth Partners
Massachusetts
$25K -$329K -6,574 -93%
GBBWRPM
411
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$25K – – –
WDL
412
Well Done LLC
Michigan
$24K +$24K +463 New
CFG
413
CKW Financial Group
Hawaii
$21K +$8.61K +169 +70%
MAM
414
Meeder Asset Management
Ohio
$20K – – –
GI
415
Gradient Investments
Minnesota
$20K +$20K +401 New
CAM
416
Close Asset Management
United Kingdom
$19K – – –
THWM
417
Taylor Hoffman Wealth Management
Virginia
$19K – – –
CAPTRUST Financial Advisors
418
CAPTRUST Financial Advisors
North Carolina
$19K +$19K +365 New
IFAM
419
Institutional & Family Asset Management
Colorado
$17K +$17K +337 New
GEA
420
Glen Eagle Advisors
New Jersey
$15.3K – – –
HCM
421
Highlander Capital Management
New Jersey
$15K -$110K -2,200 -88%
PFGIA
422
Patriot Financial Group Insurance Agency
Massachusetts
$14K +$4.41K +87 +46%
DOA
423
D'Orazio & Associates
Virginia
$13K – – –
NR
424
Newfound Research
Massachusetts
$11K -$1.22K -23 -10%
CAC
425
Certified Advisory Corp
Florida
$10K +$6.9K +138 +223%
15 16
17
18 19