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iShares Floating Rate Bond ETF
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Overview Fund Activity

488 hedge funds and large institutions have $5.51B invested in iShares Floating Rate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 201 increasing their positions, 194 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
-32
Holders Change %
-6.15%
% of All Funds
10.72%
Holding in Top 10
46
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8%
% of All Funds
1.01%
New
30
Increased
201
Reduced
194
Closed
58
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PP
1
Prudential plc
United Kingdom
$680M
2
AssetMark Inc
2
AssetMark Inc
California
$127M
3
MFM
3
MD Financial Management
Ontario, Canada
$51.1M
4
UBS Group
4
UBS Group
Switzerland
$242M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$22.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$843M
2
BlackRock
2
BlackRock
New York
$121M
3
Wells Fargo
3
Wells Fargo
California
$203M
4
UCFA
4
United Capital Financial Advisors
Texas
$28.9M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$2.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$33.8M -$2.19M -42,985 -6%
AG
27
Advisor Group
Arizona
$32M -$3.02M -59,197 -9%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$31.4M +$2.74M +53,775 +10%
UCFA
29
United Capital Financial Advisors
Texas
$28.9M -$62.7M -1,230,347 -68%
AIM
30
Astor Investment Management
Illinois
$28.4M +$1.93M +37,792 +7%
Stifel Financial
31
Stifel Financial
Missouri
$27.6M +$2.93M +57,381 +12%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$27.1M +$2.29M +44,973 +9%
Truist Financial
33
Truist Financial
North Carolina
$25.5M +$2.79M +54,832 +12%
GFPC
34
Global Financial Private Capital
Florida
$24.7M +$1.32M +25,815 +6%
B
35
Barings
North Carolina
$24.5M +$4.58M +89,843 +23%
DWM
36
Destination Wealth Management
California
$24.2M +$917K +17,995 +4%
TCM
37
Towercrest Capital Management
Pennsylvania
$22.9M +$2.4M +46,997 +12%
ST
38
Smithfield Trust
Pennsylvania
$22.6M -$4.06M -79,743 -15%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$22.4M +$11M +216,648 +97%
SC
40
Scotia Capital
Ontario, Canada
$21.7M +$870K +17,068 +4%
OH
41
Oikos Holdings
New York
$20.8M – – –
CCA
42
Conservest Capital Advisors
Pennsylvania
$20.1M -$325K -6,368 -2%
CISOA
43
Capital Investment Services of America
Wisconsin
$20.1M -$33.1K -650 -0.2%
Jane Street
44
Jane Street
New York
$18.9M +$4.97M +97,533 +36%
AWM
45
AE Wealth Management
Kansas
$18.3M +$683K +13,399 +4%
HCM
46
Hudson Capital Management
New Jersey
$18M +$1.2M +23,466 +7%
ACM
47
Advisors Capital Management
New Jersey
$17.8M +$697K +13,682 +4%
CCWA
48
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$17.8M -$447K -8,774 -2%
MML Investors Services
49
MML Investors Services
Massachusetts
$17.3M -$2.7M -52,922 -13%
DCM
50
DeGreen Capital Management
Arizona
$17.1M -$1.32M -25,945 -7%
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