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iShares Floating Rate Bond ETF
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Overview Fund Activity

547 hedge funds and large institutions have $5.68B invested in iShares Floating Rate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 173 increasing their positions, 260 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
-17
Holders Change %
-3.01%
% of All Funds
11.86%
Holding in Top 10
59
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-30.59%
% of All Funds
1.28%
New
51
Increased
173
Reduced
260
Closed
59
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$64.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$41.6M
3
AssetMark Inc
AssetMark Inc
California
+$37.5M
4
UCFA
United Capital Financial Advisors
Texas
+$30.2M
5
Morgan Stanley
Morgan Stanley
New York
+$27.7M

Top Sellers

1
FI
FormulaFolio Investments
Michigan
-$161M
2
Verition Fund Management
Verition Fund Management
Connecticut
-$58.8M
3
Prudential Financial
Prudential Financial
New Jersey
-$48.2M
4
Wells Fargo
Wells Fargo
California
-$46.9M
5
BlackRock
BlackRock
New York
-$39M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$39.7M -$3.44M -67,590 -8%
PI
27
PineBridge Investments
New York
$38.3M +$16.7M +327,600 +77%
HTC
28
Haverford Trust Company
Pennsylvania
$36.7M +$1.69M +33,243 +5%
AG
29
Advisor Group
Arizona
$35.1M +$2M +39,247 +6%
ST
30
Smithfield Trust
Pennsylvania
$34.4M +$75.6K +1,486 +0.2%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$30.1M +$15.6M +305,742 +107%
HSBC Holdings
32
HSBC Holdings
United Kingdom
$28.4M -$755K -14,821 -3%
AA
33
Alesco Advisors
New York
$27.3M -$934K -18,342 -3%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$26.4M -$5.54M -108,823 -17%
QFA
35
Quattro Financial Advisors
Texas
$26.3M +$1.59M +31,394 +6%
AIM
36
Astor Investment Management
Illinois
$25.2M +$24.8M +487,250 +5,844%
GFPC
37
Global Financial Private Capital
Florida
$24.8M +$21.4M +420,083 +634%
Stifel Financial
38
Stifel Financial
Missouri
$24.7M -$5.28M -103,680 -18%
HighTower Advisors
39
HighTower Advisors
Illinois
$24.1M +$62.1K +1,221 +0.3%
AWE
40
Avidian Wealth Enterprises
Texas
$23.4M -$11.4M -224,855 -33%
DWM
41
Destination Wealth Management
California
$22.4M +$516K +10,130 +2%
TC
42
Telemus Capital
Michigan
$21.4M -$15.4M -303,478 -42%
Truist Financial
43
Truist Financial
North Carolina
$21.2M +$6.97M +136,857 +49%
OH
44
Oikos Holdings
New York
$20.8M – – –
CISOA
45
Capital Investment Services of America
Wisconsin
$20.6M -$1.36M -26,695 -6%
CCA
46
Conservest Capital Advisors
Pennsylvania
$20.5M +$200K +3,920 +1%
B
47
Barings
North Carolina
$19.9M -$1.53M -30,000 -7%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$19.8M -$7.17M -140,791 -27%
DCM
49
DeGreen Capital Management
Arizona
$19.4M -$11.7M -229,288 -38%
TCM
50
Towercrest Capital Management
Pennsylvania
$19.4M +$5.37M +105,470 +38%
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