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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 %
SWA
426
Sutton Wealth Advisors
Florida
$49.3K – – –
PCTC
427
Perkins Coie Trust Company
Washington
$49K – – –
NSB
428
Norway Savings Bank
Maine
$49K +$10.1K +200 +26%
PFBT
429
Parkside Financial Bank & Trust
Missouri
$46K – – –
MYIA
430
Mount Yale Investment Advisors
Colorado
$42K +$42K +825 New
CPIG
431
Chicago Partners Investment Group
Illinois
$40K +$10.1K +198 +34%
CFA
432
Camarda Financial Advisors
Florida
$39K -$2.58K -50 -6%
IF
433
Ironwood Financial
Arizona
$38K -$10.1K -197 -21%
AF
434
Allworth Financial
California
$38K +$2.31K +45 +6%
AAP
435
Arax Advisory Partners
Colorado
$34K +$28.5K +565 +514%
CFA
436
Carroll Financial Associates
North Carolina
$32K +$2.19K +43 +7%
IAS
437
IMA Advisory Services
Colorado
$30K +$30K +587 New
GI
438
Gradient Investments
Minnesota
$27K +$6.42K +125 +31%
RWP
439
RWA Wealth Partners
Massachusetts
$26K – – –
SEI Investments
440
SEI Investments
Pennsylvania
$21K -$409K -8,019 -95%
CFG
441
CKW Financial Group
Hawaii
$21K – – –
AOWM
442
Alpha Omega Wealth Management
Virginia
$20K -$8.75K -175 -30%
AWMS
443
Advocacy Wealth Management Services
Georgia
$20K +$9.85K +192 +97%
CAPTRUST Financial Advisors
444
CAPTRUST Financial Advisors
North Carolina
$19K – – –
CAM
445
Close Asset Management
United Kingdom
$19K – – –
IFAM
446
Institutional & Family Asset Management
Colorado
$17K – – –
SWM
447
SeaCrest Wealth Management
New York
$17K +$17K +333 New
ML
448
McAdam LLC
Pennsylvania
$16K +$8.03K +161 +101%
GEA
449
Glen Eagle Advisors
New Jersey
$15.3K – – –
CAC
450
Certified Advisory Corp
Florida
$15K +$5K +100 +50%
16 17
18
19 20