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iShares Floating Rate Bond ETF
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Overview Fund Activity

441 hedge funds and large institutions have $4.51B invested in iShares Floating Rate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 232 increasing their positions, 83 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+49
Holders Change %
+12.5%
% of All Funds
10.12%
Holding in Top 10
46
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+31.43%
% of All Funds
1.06%
New
77
Increased
232
Reduced
83
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$133M
2
Wells Fargo
Wells Fargo
California
+$88M
3
CFIA
Cantor Fitzgerald Investment Advisors
New York
+$80.3M
4
BS
Banco Santander
Spain
+$76.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$42M

Top Sellers

1
GC
Grimes & Company
Massachusetts
-$53M
2
Morgan Stanley
Morgan Stanley
New York
-$39.2M
3
LG
Leuthold Group
Minnesota
-$18.6M
4
CS
Credit Suisse
Switzerland
-$16.6M
5
BlackRock
BlackRock
New York
-$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCA
51
Verdence Capital Advisors
Maryland
$18.3M +$1.91M +37,459 +12%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$18.3M +$1.42M +27,919 +8%
HFA
53
High Falls Advisors
New York
$18M +$8.59M +168,613 +92%
Jane Street
54
Jane Street
New York
$17M +$11.2M +220,123 +195%
AG
55
Advisor Group
Arizona
$17M +$5.78M +113,488 +52%
ACA
56
Anchor Capital Advisors
Massachusetts
$15.4M +$15.4M +302,476 New
FA
57
FDx Advisors
Illinois
$15.2M +$12.1M +237,970 +395%
PWAG
58
Polaris Wealth Advisory Group
California
$15.1M +$7.84K +154 +0.1%
EB
59
Eastern Bank
Massachusetts
$15.1M -$8.26M -162,110 -35%
WCA
60
Westover Capital Advisors
Delaware
$14.6M +$813K +15,963 +6%
TC
61
Telemus Capital
Michigan
$14.5M +$399K +7,831 +3%
MIH
62
Madison Investment Holdings
Wisconsin
$14.3M +$3.08M +60,459 +27%
LG
63
Leuthold Group
Minnesota
$14M -$18.6M -364,487 -57%
CCWA
64
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$13.5M +$1.87M +36,795 +16%
Mirae Asset Global Investments
65
Mirae Asset Global Investments
South Korea
$13.1M +$283K +5,550 +2%
AP
66
Advisors Preferred
Maryland
$12.8M +$12.8M +251,889 New
VAM
67
Verity Asset Management
North Carolina
$12.8M +$1.59M +31,185 +14%
SGAM
68
Steinberg Global Asset Management
Florida
$12.7M +$425K +8,338 +3%
Stifel Financial
69
Stifel Financial
Missouri
$11.7M +$4.76M +93,498 +69%
LNC
70
Lincoln National Corp
Pennsylvania
$11.5M -$4.46M -87,533 -28%
PA
71
Pinnacle Associates
New York
$11.4M +$10.8M +212,209 +1,780%
CCG
72
Chatham Capital Group
Georgia
$11.3M +$1.72M +33,760 +18%
SPC
73
Sigma Planning Corp
Michigan
$11.2M +$4.16M +81,727 +59%
SAS
74
Sage Advisory Services
Texas
$10.6M +$10.6M +207,482 New
ECM
75
Evergreen Capital Management
Washington
$10.2M +$10.2M +200,800 New
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