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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 %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$46.6M +$38.6M +756,865 +485%
CS
27
Credit Suisse
Switzerland
$38.9M +$16M +313,102 +70%
BTS
28
BB&T Securities
Virginia
$38.1M +$7.75M +151,932 +26%
AWS
29
AJ Wealth Strategies
New York
$38M +$9.93M +194,764 +35%
Citigroup
30
Citigroup
New York
$37.8M +$34.6M +677,811 +1,079%
GLA
31
Great Lakes Advisors
Illinois
$35.9M +$2.84M +55,663 +9%
BOTW
32
Bank of the West
California
$35.7M +$17M +334,181 +91%
AWE
33
Avidian Wealth Enterprises
Texas
$32.9M -$603K -11,831 -2%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$31.7M -$2.35M -46,088 -7%
HTC
35
Haverford Trust Company
Pennsylvania
$30.8M +$27.6M +541,048 +868%
HFA
36
High Falls Advisors
New York
$27.5M +$9.52M +186,659 +53%
DCM
37
DeGreen Capital Management
Arizona
$27.5M -$1.93M -37,761 -7%
CAM
38
Caprin Asset Management
Virginia
$26.5M +$95K +1,863 +0.4%
CGH
39
Crossmark Global Holdings
Texas
$26M -$4.69M -91,924 -15%
AG
40
Advisor Group
Arizona
$25.4M +$8.44M +165,483 +50%
RVPG
41
Relative Value Partners Group
$25.1M -$626K -12,272 -2%
PAMU
42
Pictet Asset Management (UK)
United Kingdom
$25M +$2.91M +56,680 +13%
CISOA
43
Capital Investment Services of America
Wisconsin
$24.9M +$25K +490 +0.1%
OH
44
Oikos Holdings
New York
$24.5M – – –
AssetMark Inc
45
AssetMark Inc
California
$24.3M +$1.43M +28,039 +6%
QFA
46
Quattro Financial Advisors
Texas
$24.3M +$3.46M +67,976 +17%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$24M +$4.4M +86,345 +22%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$23.4M +$13.8M +270,692 +144%
DJSG
49
D.J. St. Germain
Massachusetts
$22.8M +$1.29M +25,291 +6%
DWM
50
Destination Wealth Management
California
$22.6M +$471K +9,231 +2%
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