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iShares Floating Rate Bond ETF
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Overview Fund Activity

441 hedge funds and large institutions have $4.51B invested in iShares Floating Rate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 232 increasing their positions, 83 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+49
Holders Change %
+12.5%
% of All Funds
10.12%
Holding in Top 10
46
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+31.43%
% of All Funds
1.06%
New
77
Increased
232
Reduced
83
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$133M
2
Wells Fargo
Wells Fargo
California
+$88M
3
CFIA
Cantor Fitzgerald Investment Advisors
New York
+$80.3M
4
BS
Banco Santander
Spain
+$76.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$42M

Top Sellers

1
GC
Grimes & Company
Massachusetts
-$53M
2
Morgan Stanley
Morgan Stanley
New York
-$39.2M
3
LG
Leuthold Group
Minnesota
-$18.6M
4
CS
Credit Suisse
Switzerland
-$16.6M
5
BlackRock
BlackRock
New York
-$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWE
26
Avidian Wealth Enterprises
Texas
$33.4M +$33.4M +656,181 New
GLA
27
Great Lakes Advisors
Illinois
$33M +$964K +18,920 +3%
Prudential Financial
28
Prudential Financial
New Jersey
$30.6M +$13.9M +273,000 +83%
CGH
29
Crossmark Global Holdings
Texas
$30.6M – – –
BTS
30
BB&T Securities
Virginia
$30.3M +$17.8M +349,856 +143%
DCM
31
DeGreen Capital Management
Arizona
$29.3M +$13.7M +268,912 +87%
FI
32
FormulaFolio Investments
Michigan
$28.3M +$26.1M +512,901 +1,221%
AWS
33
AJ Wealth Strategies
New York
$28M +$27M +529,299 +2,545%
RIG
34
RiverFront Investment Group
Virginia
$26.5M +$26.5M +520,867 New
CAM
35
Caprin Asset Management
Virginia
$26.4M +$14.7M +288,268 +125%
RVPG
36
Relative Value Partners Group
$25.7M +$268K +5,256 +1%
CISOA
37
Capital Investment Services of America
Wisconsin
$24.9M +$769K +15,100 +3%
OH
38
Oikos Holdings
New York
$24.5M – – –
CS
39
Credit Suisse
Switzerland
$22.9M -$16.6M -326,708 -42%
AssetMark Inc
40
AssetMark Inc
California
$22.9M +$2.81M +55,207 +14%
SF
41
Synovus Financial
Georgia
$22.3M -$2.62M -51,537 -11%
DWM
42
Destination Wealth Management
California
$22.1M +$840K +16,499 +4%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$21.9M +$10.3M +202,160 +88%
PAMU
44
Pictet Asset Management (UK)
United Kingdom
$21.9M +$3.16M +61,975 +17%
DJSG
45
D.J. St. Germain
Massachusetts
$21.5M -$13.3M -261,454 -38%
QFA
46
Quattro Financial Advisors
Texas
$20.8M +$20.8M +408,952 New
CFG
47
CNO Financial Group
Indiana
$20.3M +$20.3M +398,000 New
HSBC Holdings
48
HSBC Holdings
United Kingdom
$19.6M +$2.24M +44,000 +13%
SPL
49
Smart Portfolios LLC
Washington
$19.5M -$6.45M -126,606 -25%
BOTW
50
Bank of the West
California
$18.7M +$6.68M +131,238 +56%
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