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iShares Floating Rate Bond ETF

308 hedge funds and large institutions have $2.63B invested in iShares Floating Rate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 137 increasing their positions, 62 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
+43
Holders Change %
+16.23%
% of All Funds
7.68%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.57%
New
65
Increased
137
Reduced
62
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCG
51
Chatham Capital Group
Georgia
$8.67M +$496K +9,750 +6%
Natixis Advisors
52
Natixis Advisors
Massachusetts
$8.61M +$77.4K +1,522 +0.9%
JIP
53
Jaffetilchin Investment Partners
Florida
$8.42M +$8.42M +165,583 New
BPB
54
Badgley, Phelps & Bell
Washington
$8.37M +$390K +7,671 +5%
WCA
55
Westover Capital Advisors
Delaware
$8.14M +$605K +11,885 +8%
LTFS
56
Ladenburg Thalmann Financial Services
Florida
$7.92M +$2.29M +45,099 +41%
WF
57
WealthTrust Fairport
Ohio
$7.87M +$7.87M +154,740 New
Neuberger Berman Group
58
Neuberger Berman Group
New York
$7.58M +$5M +98,370 +194%
State Street
59
State Street
Massachusetts
$7.44M +$711K +13,969 +11%
SHIM
60
Stone House Investment Management
Pennsylvania
$7.39M +$7.39M +145,312 New
IAA
61
Independent Advisor Alliance
North Carolina
$7.15M +$7.15M +140,604 New
AG
62
Advisor Group
Arizona
$7.09M +$944K +18,555 +15%
RW
63
Rand Wealth
Maryland
$6.85M -$6.25M -122,849 -48%
TC
64
Telemus Capital
Michigan
$6.82M -$1.29M -25,286 -16%
HSBC Holdings
65
HSBC Holdings
United Kingdom
$6.67M +$3.28M +64,410 +97%
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$6.64M -$2.3M -45,212 -26%
CCWA
67
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.62M -$2.08M -40,872 -24%
FFEC
68
First Financial Equity Corporation
Arizona
$6.61M +$6.61M +129,984 New
ST
69
Smithfield Trust
Pennsylvania
$6.47M +$4.98M +97,899 +334%
IA
70
IFP Advisors
Florida
$6.45M +$765K +15,039 +13%
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$6.35M +$2.11M +41,562 +50%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$6.29M +$3.71M +72,997 +144%
Stifel Financial
73
Stifel Financial
Missouri
$6.09M +$488K +9,577 +9%
QCMC
74
Quantum Capital Management (California)
California
$5.94M +$5.64M +110,839 +1,882%
BTS
75
BB&T Securities
Virginia
$5.86M +$335K +6,587 +6%