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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 %
HDIM
451
Hanson & Doremus Investment Management
Vermont
$48K – – –
TF
452
TimeScale Financial
Massachusetts
$45K -$4.36K -86 -9%
BFEC
453
Benjamin F. Edwards & Company
Missouri
$44K -$108K -2,091 -71%
JPLA
454
Joseph P. Lucia & Associates
New York
$44K +$19.8K +390 +82%
ADL
455
Asset Dedication LLC
California
$43K +$43K +843 New
CFG
456
Citizens Financial Group
Rhode Island
$42K – – –
CAL
457
Capital Advisors Ltd
Ohio
$41K -$280K -5,425 -87%
PMFA
458
Plante Moran Financial Advisors
Michigan
$37K +$31.2K +616 +540%
IF
459
Ironwood Financial
Arizona
$36K – – –
BFC
460
Bedel Financial Consulting
Indiana
$34K – – –
GSWM
461
Golden State Wealth Management
California
$33K +$10.2K +200 +45%
FNBOSM
462
First National Bank of South Miami
Florida
$31K – – –
NL
463
NVWM LLC
Pennsylvania
$30K -$4.98K -98 -14%
GTAM
464
Global Trust Asset Management
Florida
$30K – – –
IAS
465
IMA Advisory Services
Colorado
$28K – – –
GI
466
Gradient Investments
Minnesota
$27K +$5.67K +110 +27%
NSB
467
Norway Savings Bank
Maine
$25K – – –
OAM
468
Oppenheimer Asset Management
New York
$24K +$9.04K +180 +60%
SIM
469
Sonora Investment Management
Arizona
$20K – – –
AWMS
470
Advocacy Wealth Management Services
Georgia
$20K – – –
CFN
471
Cordasco Financial Network
Florida
$20K +$20K +400 New
HR
472
Howe & Rusling
New York
$19K +$6.62K +130 +53%
CICI
473
Capital Investment Counsel Inc
North Carolina
$18K +$18K +345 New
OIA
474
Optimum Investment Advisors
Illinois
$15K +$105 +2 +0.7%
PB
475
Pinnacle Bancorp
Nebraska
$14K – – –
17 18
19
20 21