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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 %
ACM
76
Advisors Capital Management
New Jersey
$13.5M +$13.5M +263,971 New
PA
77
Pinnacle Associates
New York
$13.3M +$1.83M +35,914 +16%
PAMG
78
Patton Albertson Miller Group
Tennessee
$13.3M +$11.2M +218,750 +532%
VAM
79
Verity Asset Management
North Carolina
$13M +$161K +3,147 +1%
HH
80
Hilltop Holdings
Texas
$12.6M +$12.6M +247,390 New
SGAM
81
Steinberg Global Asset Management
Florida
$12.6M -$161K -3,166 -1%
IAA
82
Ironsides Asset Advisors
North Carolina
$12.6M +$5.02M +98,425 +67%
Mirae Asset Global Investments
83
Mirae Asset Global Investments
South Korea
$12.4M -$770K -15,100 -6%
SBWM
84
Sunflower Bank Wealth Management
Arizona
$11.5M +$8.98M +176,100 +356%
LNC
85
Lincoln National Corp
Pennsylvania
$11M -$504K -9,885 -4%
WA
86
WestEnd Advisors
North Carolina
$11M +$1.27M +24,980 +13%
IA
87
IFP Advisors
Florida
$10.4M +$3.25M +63,804 +46%
State Street
88
State Street
Massachusetts
$10.2M +$1.97M +38,640 +24%
PFA
89
Pinnacle Family Advisors
Missouri
$10.2M +$10.2M +199,358 New
BPB
90
Badgley, Phelps & Bell
Washington
$10M +$99.3K +1,948 +1%
KP
91
Keel Point
Alabama
$9.84M +$217K +4,251 +2%
WF
92
WealthTrust Fairport
Ohio
$9.75M +$190K +3,723 +2%
JIP
93
Jaffetilchin Investment Partners
Florida
$9.62M +$327K +6,409 +4%
PA
94
Probity Advisors
Texas
$9.58M +$100K +1,962 +1%
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$9.54M +$772K +15,146 +9%
ERIM
96
Eagle Ridge Investment Management
Connecticut
$9.5M +$1.23M +24,192 +15%
FCIM
97
Fairview Capital Investment Management
California
$9.48M +$2.22M +43,455 +31%
ASN
98
Advisory Services Network
Georgia
$9.4M +$1.94M +38,125 +26%
BFG
99
Barber Financial Group
Kansas
$9.32M +$9.32M +182,761 New
GIA
100
Granite Investment Advisors
New Hampshire
$9.16M +$3.19M +62,608 +54%
2 3
4
5 6