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

Top Sellers

1
Bank of America
Bank of America
North Carolina
$843M
2
BlackRock
BlackRock
New York
$121M
3
Wells Fargo
Wells Fargo
California
$203M
4
UCFA
United Capital Financial Advisors
Texas
$28.9M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$2.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBA
476
Secrest Blakey & Associates
North Carolina
$14K +$52 +1 +0.4%
AAP
477
Arax Advisory Partners
Colorado
$11K +$49 +1 +0.4%
AF
478
Allworth Financial
California
$10K – – –
APSP
479
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K – – –
Rockefeller Capital Management
480
Rockefeller Capital Management
New York
$10K – – –
VNA
481
Valley National Advisers
Pennsylvania
$9K +$9K +182 New
HI
482
Hudock Inc
Pennsylvania
$8K – – –
MCM
483
McMillion Capital Management
North Carolina
$6K – – –
ClearBridge Investments
484
ClearBridge Investments
New York
$5K – – –
PFSC
485
Peoples Financial Services Corp
Pennsylvania
$4K – – –
FM
486
Family Management
New York
$3K – – –
BL
487
Balentine LLC
Georgia
$3K +$3K +65 New
FIB
488
First Interstate Bank
Montana
$2K – – –
JCM
489
Jacobi Capital Management
Pennsylvania
$1K – – –
Citadel Advisors
490
Citadel Advisors
Florida
– -$14.1M -275,998 Closed
Susquehanna International Group
491
Susquehanna International Group
Pennsylvania
– -$8.65M -169,832 Closed
TWA
492
Tillar-Wenstrup Advisors
Ohio
– -$6.74M -132,397 Closed
State of Tennessee, Department of Treasury
493
State of Tennessee, Department of Treasury
Tennessee
– -$6.01M -118,000 Closed
IAA
494
Ironsides Asset Advisors
North Carolina
– -$5.17M -101,556 Closed
CI
495
Conning Inc
Connecticut
– -$4.64M -91,090 Closed
VSWA
496
Vontobel Swiss Wealth Advisors
Switzerland
– -$4.5M -88,344 Closed
Financial Engines Advisors
497
Financial Engines Advisors
California
– -$2.39M -46,946 Closed
PWMAG
498
Pinnacle Wealth Management Advisory Group
New Jersey
– -$2.01M -39,365 Closed
SRSA
499
S.R. Schill & Associates
Washington
– -$1.79M -35,214 Closed
FA
500
FDx Advisors
Illinois
– -$1.74M -34,150 Closed
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