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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 %
CF
526
Centaurus Financial
California
$7.44K -$1.85K -94 -20%
LDFR
527
Lehman & Derafelo Financial Resources
Pennsylvania
$7K – – –
WCM
528
WealthBridge Capital Management
Ohio
$7K +$7K +130 New
ADL
529
Asset Dedication LLC
California
$7K +$7K +134 New
TA
530
TCG Advisors
Texas
$7K +$7K +136 New
FIB
531
First Interstate Bank
Montana
$6K +$6K +116 New
ClearBridge Investments
532
ClearBridge Investments
New York
$5K – – –
MWC
533
MKD Wealth Coaches
Michigan
$5K – – –
VFA
534
Valeo Financial Advisors
Indiana
$5K – – –
AOWM
535
Alpha Omega Wealth Management
Virginia
$5K +$5K +100 New
CFA
536
Camarda Financial Advisors
Florida
$4K -$58.3K -1,006 -94%
CI
537
CX Institutional
Indiana
$4K -$35.3K -760 -90%
PFSC
538
Peoples Financial Services Corp
Pennsylvania
$4K – – –
TWA
539
TCI Wealth Advisors
Arizona
$4K +$4K +88 New
AIC
540
Ameritas Investment Company
Nebraska
$3K -$782K -14,336 -100%
ACA
541
Ackerman Capital Advisors
Texas
$2.23K -$12 -233 -0.5%
KPW
542
Kore Private Wealth
New York
$2K -$10.1K -177 -83%
LWA
543
Lowe Wealth Advisors
Maryland
$2K – – –
BFG
544
Beacon Financial Group
Texas
$1.79K -$1.29K -25,398 -42%
JCM
545
Jacobi Capital Management
Pennsylvania
$1K – – –
BFC
546
Bedel Financial Consulting
Indiana
$1K – – –
CAM
547
Cresset Asset Management
Illinois
$1K +$1K +11 New
JPLA
548
Joseph P. Lucia & Associates
New York
$475 +$475 +24,144 New
Verition Fund Management
549
Verition Fund Management
Connecticut
– -$58.8M -1,167,950 Closed
FSA
550
Financial Sense Advisors
California
– -$27M -535,339 Closed
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