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iShares Floating Rate Bond ETF
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Overview Fund Activity

473 hedge funds and large institutions have $5.63B invested in iShares Floating Rate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 240 increasing their positions, 105 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+32
Holders Change %
+7.26%
% of All Funds
10.84%
Holding in Top 10
59
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+28.26%
% of All Funds
1.35%
New
63
Increased
240
Reduced
105
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
FormulaFolio Investments
Michigan
+$164M
2
Bank of America
Bank of America
North Carolina
+$158M
3
Wells Fargo
Wells Fargo
California
+$76.9M
4
UBS Group
UBS Group
Switzerland
+$41.3M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$38.6M

Top Sellers

1
VA
Valmark Advisers
Ohio
-$48.4M
2
WCM
Windham Capital Management
Massachusetts
-$38.9M
3
Jane Street
Jane Street
New York
-$16.6M
4
AP
Advisors Preferred
Maryland
-$11.8M
5
AA
Alesco Advisors
New York
-$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPL
51
Smart Portfolios LLC
Washington
$22.6M +$3.01M +59,106 +15%
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$21.9M – – –
SCI
53
Stableford Capital II
Arizona
$21.6M +$21.6M +423,384 New
RJFSA
54
Raymond James Financial Services Advisors
Florida
$21.4M +$3.04M +59,516 +17%
ECM
55
Evergreen Capital Management
Washington
$21.3M +$11M +216,080 +108%
Allianz Asset Management
56
Allianz Asset Management
Germany
$21.1M +$18.5M +362,934 +705%
CFG
57
CNO Financial Group
Indiana
$20.3M – – –
ACA
58
Anchor Capital Advisors
Massachusetts
$19.4M +$3.96M +77,551 +26%
CCA
59
Conservest Capital Advisors
Pennsylvania
$18.7M +$18.7M +366,189 New
CAGAS
60
Capital Advisory Group Advisory Services
Minnesota
$18.6M +$14.8M +289,474 +380%
FA
61
FDx Advisors
Illinois
$18.3M +$3.1M +60,871 +20%
JWM
62
Jackson Wealth Management
Florida
$17.4M +$17.4M +342,129 New
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$17.3M +$9.74M +190,934 +128%
VCA
64
Verdence Capital Advisors
Maryland
$17M -$1.41M -27,622 -8%
SPC
65
Sigma Planning Corp
Michigan
$16.4M +$5.14M +100,727 +46%
TC
66
Telemus Capital
Michigan
$15.8M +$1.3M +25,413 +9%
Stifel Financial
67
Stifel Financial
Missouri
$15.6M +$3.85M +75,365 +33%
SAS
68
Sage Advisory Services
Texas
$15.4M +$4.77M +93,561 +45%
SF
69
Synovus Financial
Georgia
$15.3M -$7.1M -139,282 -32%
PWAG
70
Polaris Wealth Advisory Group
California
$15.1M -$62K -1,217 -0.4%
WCA
71
Westover Capital Advisors
Delaware
$15.1M +$422K +8,267 +3%
EB
72
Eastern Bank
Massachusetts
$14.8M -$304K -5,967 -2%
CCWA
73
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$14M +$390K +7,645 +3%
LG
74
Leuthold Group
Minnesota
$13.9M -$71.1K -1,395 -0.5%
CCG
75
Chatham Capital Group
Georgia
$13.9M +$2.5M +49,085 +22%
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