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iShares Floating Rate Bond ETF
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Overview Fund Activity

506 hedge funds and large institutions have $6.08B invested in iShares Floating Rate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 239 increasing their positions, 146 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+33
Holders Change %
+6.98%
% of All Funds
11.59%
Holding in Top 10
64
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.47%
% of All Funds
1.47%
New
63
Increased
239
Reduced
146
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$411M
2
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$82M
3
AMH
3
Apollo Management Holdings
New York
$74M
4
Bank of America
4
Bank of America
North Carolina
$1.02B
5
UCFA
5
United Capital Financial Advisors
Texas
$58.8M

Top Sellers

1
BS
1
Banco Santander
Spain
$17.2M
2
AA
2
Alesco Advisors
New York
$50.2M
3
SR
3
Swiss Re
Switzerland
$0
4
CS
4
Credit Suisse
Switzerland
$0
5
GLA
5
Great Lakes Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$50.4M -$1.19M -23,370 -2%
AA
27
Alesco Advisors
New York
$50.2M -$74.2M -1,455,183 -60%
AWS
28
AJ Wealth Strategies
New York
$43.1M +$5.1M +99,987 +13%
BTS
29
BB&T Securities
Virginia
$42.7M +$4.61M +90,283 +12%
AWE
30
Avidian Wealth Enterprises
Texas
$34.6M +$1.76M +34,566 +5%
HTC
31
Haverford Trust Company
Pennsylvania
$32.9M +$2.11M +41,420 +7%
QFA
32
Quattro Financial Advisors
Texas
$32.6M +$8.3M +162,930 +34%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$31.2M -$447K -8,767 -1%
Jane Street
34
Jane Street
New York
$30.4M +$30M +587,616 +7,231%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$30.1M +$8.09M +158,510 +37%
AG
36
Advisor Group
Arizona
$28.9M +$3.47M +68,002 +14%
CAM
37
Caprin Asset Management
Virginia
$27.1M +$526K +10,308 +2%
CGH
38
Crossmark Global Holdings
Texas
$26M – – –
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$25.7M -$20.9M -409,717 -45%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$25.1M +$1.71M +33,488 +7%
OH
41
Oikos Holdings
New York
$24.5M -$3.11K -61 -0%
DCM
42
DeGreen Capital Management
Arizona
$23.9M -$3.52M -69,077 -13%
PWAG
43
Polaris Wealth Advisory Group
California
$23.9M +$8.78M +172,032 +58%
ACA
44
Anchor Capital Advisors
Massachusetts
$23.6M +$4.17M +81,715 +22%
DJSG
45
D.J. St. Germain
Massachusetts
$23.4M +$574K +11,260 +3%
DWM
46
Destination Wealth Management
California
$23.3M +$711K +13,942 +3%
SPL
47
Smart Portfolios LLC
Washington
$23M +$474K +9,291 +2%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$22.9M +$1.57M +30,732 +7%
CISOA
49
Capital Investment Services of America
Wisconsin
$22.8M -$2.13M -41,715 -9%
FSA
50
Financial Sense Advisors
California
$21.9M +$21.9M +429,861 New
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