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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 %
BPB
76
Badgley, Phelps & Bell
Washington
$9.92M -$122K -2,395 -1%
WA
77
WestEnd Advisors
North Carolina
$9.71M +$6.25M +122,749 +181%
KP
78
Keel Point
Alabama
$9.61M +$9.61M +188,693 New
JPMorgan Chase & Co
79
JPMorgan Chase & Co
New York
$9.58M +$267K +5,236 +3%
WF
80
WealthTrust Fairport
Ohio
$9.54M +$330K +6,473 +4%
PA
81
Probity Advisors
Texas
$9.47M +$2.78M +54,501 +41%
JIP
82
Jaffetilchin Investment Partners
Florida
$9.28M +$1.55M +30,353 +20%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$8.76M +$636K +12,486 +8%
VSWA
84
Vontobel Swiss Wealth Advisors
Switzerland
$8.41M +$764K +15,001 +10%
ERIM
85
Eagle Ridge Investment Management
Connecticut
$8.25M +$405K +7,954 +5%
State Street
86
State Street
Massachusetts
$8.24M +$537K +10,551 +7%
HCM
87
Hudson Capital Management
New Jersey
$8.14M +$1.26M +24,723 +18%
Natixis Advisors
88
Natixis Advisors
Massachusetts
$8.02M -$185K -3,626 -2%
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$7.95M +$6.26M +122,924 +371%
BFG
90
Beacon Financial Group
Texas
$7.95M -$12.1M -237,150 -60%
MML Investors Services
91
MML Investors Services
Massachusetts
$7.71M +$2.19M +43,098 +40%
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
$7.6M +$3.37M +66,189 +80%
IAA
93
Ironsides Asset Advisors
North Carolina
$7.53M +$3.4M +66,841 +83%
ASN
94
Advisory Services Network
Georgia
$7.45M +$1.1M +21,532 +17%
TWA
95
Tillar-Wenstrup Advisors
Ohio
$7.34M +$7.34M +144,196 New
FCIM
96
Fairview Capital Investment Management
California
$7.25M +$1.43M +28,175 +25%
CS
97
Comerica Securities
Michigan
$7.1M +$1.23M +24,088 +21%
IA
98
IFP Advisors
Florida
$7.1M – – –
GJIC
99
Gamble Jones Investment Counsel
California
$6.9M +$1.89M +37,055 +38%
BA
100
Boston Advisors
Massachusetts
$6.73M +$1.34M +26,404 +25%
2 3
4
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