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iShares Floating Rate Bond ETF
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Overview Fund Activity

325 hedge funds and large institutions have $2.85B invested in iShares Floating Rate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 138 increasing their positions, 87 reducing their positions, and 20 closing their positions.

Holders
325
Holders Change
+17
Holders Change %
+5.52%
% of All Funds
8.11%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.67%
New
46
Increased
138
Reduced
87
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFIA
1
Cantor Fitzgerald Investment Advisors
New York
$88.7M
2
AA
2
Alesco Advisors
New York
$123M
3
PP
3
Prudential plc
United Kingdom
$50.4M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$36.3M
5
AssetMark Inc
5
AssetMark Inc
California
$55.6M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$120M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$45.8M
3
BlackRock
3
BlackRock
New York
$22M
4
SAS
4
Sage Advisory Services
Texas
$0
5
FA
5
FDx Advisors
Illinois
$4.74M
Name Market Value Shares Shares
Change 		Shares
Change %
SPL
26
Smart Portfolios LLC
Washington
$22.9M 450,098 +217,315 +93%
CAM
27
Capstone Asset Management
Texas
$22.6M 443,100 – –
WCM
28
Windham Capital Management
Massachusetts
$22.3M 437,035 -23,030 -5%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$22.1M 433,357 +53,988 +14%
BlackRock
30
BlackRock
New York
$22M 432,571 -384,718 -47%
RVPG
31
Relative Value Partners Group
$21.6M 424,075 +20,179 +5%
US Bancorp
32
US Bancorp
Minnesota
$21.5M 422,711 +182,329 +76%
SG Americas Securities
33
SG Americas Securities
New York
$21.1M 414,024 +386,994 +1,432%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$20.5M 402,691 -10,242 -2%
DWM
35
Destination Wealth Management
California
$19.8M 388,439 +11,746 +3%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$19.2M 377,929 -13,588 -3%
VA
37
Valmark Advisers
Ohio
$17.8M 349,210 +1,325 +0.4%
Prudential Financial
38
Prudential Financial
New Jersey
$17.1M 335,768 -13,632 -4%
SF
39
Synovus Financial
Georgia
$15.5M 305,219 +14,588 +5%
CCWA
40
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$13.7M 269,935 +139,777 +107%
RJA
41
Raymond James & Associates
Florida
$13.7M 268,943 +33,129 +14%
BOTW
42
Bank of the West
California
$13.6M 267,683 -40,555 -13%
SGAM
43
Steinberg Global Asset Management
Florida
$12.4M 244,187 +3,240 +1%
LPT
44
Legacy Private Trust
Wisconsin
$12.2M 240,301 +8,792 +4%
BFG
45
Beacon Financial Group
Texas
$12.1M 237,434 +33,613 +16%
Allianz Asset Management
46
Allianz Asset Management
Germany
$10.4M 205,000 -6,000 -3%
BTS
47
BB&T Securities
Virginia
$10.3M 201,925 +86,711 +75%
Mirae Asset Global Investments
48
Mirae Asset Global Investments
South Korea
$10.2M 199,630 +199,630 New
WCA
49
Westover Capital Advisors
Delaware
$9.82M 192,931 +32,927 +21%
PAMU
50
Pictet Asset Management (UK)
United Kingdom
$9.18M 180,375 – –
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