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iShares Floating Rate Bond ETF
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Overview Fund Activity

534 hedge funds and large institutions have $5.45B invested in iShares Floating Rate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 199 increasing their positions, 175 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+46
Holders Change %
+9.43%
% of All Funds
10.55%
Holding in Top 10
46
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.91%
New
101
Increased
199
Reduced
175
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$131M
2
Jane Street
2
Jane Street
New York
$50.1M
3
IAA
3
Independent Advisor Alliance
North Carolina
$22.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$234M
5
Truist Financial
5
Truist Financial
North Carolina
$37.1M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$2.93M
2
Wells Fargo
2
Wells Fargo
California
$162M
3
BlackRock
3
BlackRock
New York
$81.2M
4
BOTW
4
Bank of the West
California
$14.2M
5
AIM
5
Astor Investment Management
Illinois
$93K
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$35.4M +$2.04M +40,588 +6%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$29.5M +$2.36M +46,295 +9%
UCFA
28
United Capital Financial Advisors
Texas
$29.2M +$327K +6,428 +1%
Stifel Financial
29
Stifel Financial
Missouri
$27M -$505K -9,921 -2%
DWM
30
Destination Wealth Management
California
$25M +$893K +17,535 +4%
HTC
31
Haverford Trust Company
Pennsylvania
$24.5M -$12.6M -247,254 -34%
AG
32
Advisor Group
Arizona
$24.3M -$7.69M -150,992 -24%
TCM
33
Towercrest Capital Management
Pennsylvania
$24.1M +$1.14M +22,356 +5%
PCP
34
Proficio Capital Partners
Massachusetts
$24.1M +$7.61M +149,515 +46%
B
35
Barings
North Carolina
$23.5M -$1.02M -20,000 -4%
SC
36
Scotia Capital
Ontario, Canada
$22.4M +$669K +13,141 +3%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$22.2M -$215K -4,227 -1%
IAA
38
Independent Advisor Alliance
North Carolina
$22.1M +$22.1M +433,352 New
ST
39
Smithfield Trust
Pennsylvania
$22M -$590K -11,584 -3%
CCA
40
Conservest Capital Advisors
Pennsylvania
$20.9M +$823K +16,162 +4%
OPS
41
Orion Portfolio Solutions
Nebraska
$20.9M +$20.9M +410,671 New
CISOA
42
Capital Investment Services of America
Wisconsin
$19.8M -$214K -4,200 -1%
GC
43
Guggenheim Capital
Illinois
$19.7M +$3.47M +68,064 +21%
HCM
44
Hudson Capital Management
New Jersey
$19.5M +$1.54M +30,294 +9%
TC
45
Telemus Capital
Michigan
$19.3M +$7.02M +137,955 +57%
ACM
46
Advisors Capital Management
New Jersey
$18.8M +$987K +19,390 +6%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$18.7M +$1.74M +34,151 +10%
MML Investors Services
48
MML Investors Services
Massachusetts
$18.5M +$1.21M +23,780 +7%
Betterment LLC
49
Betterment LLC
New York
$18.3M +$5.64M +110,773 +44%
SF
50
Synovus Financial
Georgia
$17M +$1.21M +23,804 +8%
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