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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 %
MML Investors Services
51
MML Investors Services
Massachusetts
$19M +$1.74M +34,221 +10%
Mackenzie Financial
52
Mackenzie Financial
Ontario, Canada
$19M -$29.3M -576,065 -61%
FI
53
FormulaFolio Investments
Michigan
$18.7M -$161M -3,160,751 -90%
CCWA
54
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$18.2M +$6.93M +136,080 +62%
WA
55
WestEnd Advisors
North Carolina
$18.1M +$3.5M +68,689 +24%
DJSG
56
D.J. St. Germain
Massachusetts
$17.6M -$5.73M -112,589 -25%
ST
57
Spinnaker Trust
Maine
$17.6M +$1.21M +23,841 +7%
CCG
58
Chatham Capital Group
Georgia
$16.1M -$2.36M -46,325 -13%
SF
59
Synovus Financial
Georgia
$16M +$739K +14,519 +5%
ACM
60
Advisors Capital Management
New Jersey
$15.7M +$1.02M +20,162 +7%
PAG
61
Private Advisor Group
New Jersey
$15M -$1.6M -31,452 -10%
SPL
62
Smart Portfolios LLC
Washington
$14.9M -$110K -2,168 -0.7%
JIR
63
James Investment Research
Ohio
$14.6M -$10.2M -200,016 -41%
HCM
64
Hudson Capital Management
New Jersey
$14.4M +$2.3M +45,094 +19%
JIP
65
Jaffetilchin Investment Partners
Florida
$14M +$7.71M +151,455 +123%
WSTAM
66
Wilbanks Smith & Thomas Asset Management
Virginia
$14M -$29.8M -586,183 -68%
LWM
67
Lenox Wealth Management
Ohio
$13.3M +$13.3M +260,345 +1,001,327%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$12.8M -$13.8M -14,104 -52%
CAM
69
Caprin Asset Management
Virginia
$12.4M -$14.1M -275,983 -53%
ERIM
70
Eagle Ridge Investment Management
Connecticut
$12.2M +$156K +3,063 +1%
SC
71
Scotia Capital
Ontario, Canada
$11.5M -$816K -16,037 -7%
FIM
72
Freedom Investment Management
Connecticut
$11.5M +$8.01M +157,246 +232%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$11.4M -$14.3M -280,828 -56%
Betterment LLC
74
Betterment LLC
New York
$11.3M +$3.49M +68,562 +45%
GC
75
Guggenheim Capital
Illinois
$11M +$2.95M +57,897 +37%
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