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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
$127M
3
MFM
MD Financial Management
Ontario, Canada
$51.1M
4
UBS Group
UBS Group
Switzerland
$242M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$22.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$843M
2
BlackRock
BlackRock
New York
$121M
3
Wells Fargo
Wells Fargo
California
$203M
4
UCFA
United Capital Financial Advisors
Texas
$28.9M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$2.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
401
William Blair & Company
Illinois
$251K -$11.6K -227 -4%
CIAS
402
Capital Investment Advisory Services
North Carolina
$251K +$6.43K +126 +3%
MPW
403
MA Private Wealth
California
$246K +$29.2K +573 +13%
BCA
404
Bay Colony Advisors
Massachusetts
$244K +$33.2K +653 +16%
CIM
405
Confluence Investment Management
Missouri
$242K – – –
JHCP
406
Jackson Hole Capital Partners
Oklahoma
$240K – – –
MA
407
MONECO Advisors
Connecticut
$232K -$4.85K -95 -2%
WIA
408
World Investment Advisors
California
$229K -$1.83K -36 -0.8%
BOPW
409
Brandywine Oak Private Wealth
Pennsylvania
$228K +$228K +4,477 New
CBT
410
Capital Bank & Trust
California
$227K +$227K +4,449 New
ACP
411
Aveo Capital Partners
Colorado
$224K +$224K +4,395 New
CM
412
Columbus Macro
Pennsylvania
$221K -$91.4K -1,795 -29%
PFS
413
Prospera Financial Services
Texas
$217K +$217K +4,258 New
GLA
414
Good Life Advisors
Pennsylvania
$215K -$58.1K -1,129 -21%
HCM
415
Hollencrest Capital Management
California
$215K +$6.01K +118 +3%
FFN
416
Focus Financial Network
Minnesota
$211K +$917 +18 +0.4%
LDFR
417
Lehman & Derafelo Financial Resources
Pennsylvania
$211K +$204K +4,000 +2,721%
RIA
418
Realta Investment Advisors
Delaware
$209K +$454 +9 +0.2%
DWM
419
Dakota Wealth Management
Florida
$207K -$2.33M -45,778 -92%
FWM
420
Foresight Wealth Management
Utah
$206K -$52.4K -1,025 -20%
AP
421
Appleton Partners
Massachusetts
$206K – – –
AWA
422
Arete Wealth Advisors
Illinois
$202K -$31.8K -625 -14%
Mercer Global Advisors
423
Mercer Global Advisors
Colorado
$200K +$102 +2 +0.1%
AIP
424
Ameritas Investment Partners
Nebraska
$172K -$17.8K -350 -9%
VFA
425
Valeo Financial Advisors
Indiana
$156K +$151K +2,953 +2,983%
15 16
17
18 19