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iShares Floating Rate Bond ETF
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Overview Fund Activity

488 hedge funds and large institutions have $5.51B invested in iShares Floating Rate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 201 increasing their positions, 194 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
-32
Holders Change %
-6.15%
% of All Funds
10.72%
Holding in Top 10
46
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8%
% of All Funds
1.01%
New
30
Increased
201
Reduced
194
Closed
58
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PP
1
Prudential plc
United Kingdom
$680M
2
AssetMark Inc
2
AssetMark Inc
California
$127M
3
MFM
3
MD Financial Management
Ontario, Canada
$51.1M
4
UBS Group
4
UBS Group
Switzerland
$242M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$22.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$843M
2
BlackRock
2
BlackRock
New York
$121M
3
Wells Fargo
3
Wells Fargo
California
$203M
4
UCFA
4
United Capital Financial Advisors
Texas
$28.9M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$2.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$17M -$359K -7,040 -2%
PCP
52
Proficio Capital Partners
Massachusetts
$16.5M +$7.29M +143,026 +79%
GC
53
Guggenheim Capital
Illinois
$16.3M +$2.62M +51,447 +19%
CCG
54
Chatham Capital Group
Georgia
$16.1M +$73.9K +1,450 +0.5%
SF
55
Synovus Financial
Georgia
$15.8M -$104K -2,046 -0.7%
PI
56
PineBridge Investments
New York
$15.6M -$22.8M -447,300 -59%
LWM
57
Lenox Wealth Management
Ohio
$14.1M +$395K +7,759 +3%
LNC
58
Lincoln National Corp
Pennsylvania
$13.5M +$554K +10,864 +4%
SFM
59
Signet Financial Management
New Jersey
$13M +$1.38M +27,046 +12%
AI
60
Atria Investments
North Carolina
$13M +$31.4K +617 +0.2%
TC
61
Trilogy Capital
California
$12.9M +$2.37M +46,672 +22%
JIP
62
Jaffetilchin Investment Partners
Florida
$12.9M +$323K +6,332 +3%
ERIM
63
Eagle Ridge Investment Management
Connecticut
$12.7M -$144K -2,827 -1%
Betterment LLC
64
Betterment LLC
New York
$12.7M – – –
PAG
65
Private Advisor Group
New Jersey
$12.7M -$1.63M -32,072 -11%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$12.5M -$3.59M -70,353 -22%
CCFCSB
67
Cape Cod Five Cents Savings Bank
Massachusetts
$12.4M +$1.73M +33,890 +16%
BTS
68
BB&T Securities
Virginia
$12.3M -$1.03M -20,161 -8%
TC
69
Telemus Capital
Michigan
$12.3M +$7.84M +153,799 +177%
Millennium Management
70
Millennium Management
New York
$12.2M +$2.2M +43,249 +22%
DJSG
71
D.J. St. Germain
Massachusetts
$12.1M -$2M -39,338 -14%
AA
72
Alesco Advisors
New York
$11.5M -$14.7M -288,615 -56%
KCM
73
Karp Capital Management
California
$10.9M +$3.43M +67,370 +46%
State Street
74
State Street
Massachusetts
$10.6M -$354K -6,939 -3%
RWM
75
Rezny Wealth Management
Florida
$10M -$399K -7,825 -4%
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