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

Top Sellers

1
BS
Banco Santander
Spain
$17.2M
2
AA
Alesco Advisors
New York
$50.2M
3
SR
Swiss Re
Switzerland
$0
4
CS
Credit Suisse
Switzerland
$0
5
GLA
Great Lakes Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
501
Vigilant Capital Management
Maine
$2K +$2K +35 New
TFA
502
Transamerica Financial Advisors
Florida
$1K -$172K -1,373 -99%
JCM
503
Jacobi Capital Management
Pennsylvania
$1K – – –
BFC
504
Bedel Financial Consulting
Indiana
$1K – – –
TFS
505
TrustCore Financial Services
Tennessee
$1K +$1K +21 New
CF
506
Centaurus Financial
California
$608 -$598K -11,807 -100%
FRA
507
Front Row Advisors
California
$83 +$15 +285 +21%
SR
508
Swiss Re
Switzerland
– -$51M -1,000,000 Closed
CS
509
Credit Suisse
Switzerland
– -$38.9M -762,961 Closed
GLA
510
Great Lakes Advisors
Illinois
– -$35.9M -704,441 Closed
RVPG
511
Relative Value Partners Group
– -$25.1M -492,200 Closed
SWM
512
Segment Wealth Management
Texas
– -$2.13M -41,825 Closed
SI
513
SimpliFi Inc
California
– -$1.3M -25,393 Closed
FPGK
514
Financial Partners Group (Kansas)
Kansas
– -$1.25M -24,460 Closed
UAS
515
United Asset Strategies
New York
– -$1.08M -21,150 Closed
VF
516
Virtu Financial
New York
– -$955K -18,727 Closed
ATC
517
Argent Trust Co
Tennessee
– -$697K -13,676 Closed
VCM
518
Virtue Capital Management
Tennessee
– -$459K -9,006 Closed
OLA
519
Oliver Luxxe Assets
New Jersey
– -$345K -6,765 Closed
HCA
520
Harbour Capital Advisors
Virginia
– -$328K -6,453 Closed
CCM
521
Coldstream Capital Management
Washington
– -$245K -4,795 Closed
BPCE
522
Bank Pictet & Cie (Europe)
Germany
– -$235K -4,613 Closed
KeyBank National Association
523
KeyBank National Association
Ohio
– -$226K -4,435 Closed
AWA
524
Arete Wealth Advisors
Illinois
– -$213K -4,169 Closed
PIA
525
Piedmont Investment Advisors
North Carolina
– -$142K -2,788 Closed
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