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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 %
NEAM
401
New England Asset Management
Connecticut
$179K – – –
Northwestern Mutual Wealth Management
402
Northwestern Mutual Wealth Management
Wisconsin
$176K -$19.2K -378 -10%
GTAM
403
Global Trust Asset Management
Florida
$173K +$143K +2,802 +475%
BRC
404
Bell Rock Capital
Delaware
$171K +$78.2K +1,530 +84%
PG
405
Patten Group
Tennessee
$151K -$91.7K -1,800 -38%
PIA
406
Piedmont Investment Advisors
North Carolina
$142K +$142K +2,788 New
WT
407
Washington Trust
Rhode Island
$137K +$137K +2,690 New
William Blair & Company
408
William Blair & Company
Illinois
$136K +$10.8K +212 +9%
ZIG
409
Zurich Insurance Group
Switzerland
$133K +$133K +2,600 New
PGWM
410
Parisi Gray Wealth Management
New Jersey
$130K – – –
MIFH
411
Migdal Insurance & Financial Holdings
Israel
$125K – – –
FGAM
412
Financial Gravity Asset Management
Texas
$124K -$1.33K -26 -1%
WIM
413
Westside Investment Management
California
$120K – – –
IFA
414
Interactive Financial Advisors
Illinois
$106K -$65.8K -1,289 -38%
SIAP
415
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$102K – – –
YWP
416
YorkBridge Wealth Partners
New York
$81K -$15.9K -312 -16%
BWA
417
BDO Wealth Advisors
Florida
$73K – – –
WAP
418
Wealthcare Advisory Partners
Pennsylvania
$73K +$73K +1,430 New
TFA
419
Transamerica Financial Advisors
Florida
$71K +$25.1K +489 +55%
PA
420
Parallel Advisors
California
$68K -$764K -15,196 -92%
APSP
421
Asset Planning Services (Pennsylvania)
Pennsylvania
$62K -$51 -1 -0.1%
PCG
422
Private Capital Group
Connecticut
$61K – – –
UBS AM
423
UBS AM
Illinois
$59.6K – – –
HDIM
424
Hanson & Doremus Investment Management
Vermont
$51K +$2.68K +52 +6%
BWP
425
Baldwin Wealth Partners
Massachusetts
$50K – – –
15 16
17
18 19