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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 %
AWA
101
Acorn Wealth Advisors
Michigan
$6.64M +$1.15M +22,464 +21%
CCMG
102
Clark Capital Management Group
Pennsylvania
$6.63M -$4.31M -84,688 -39%
CCFCSB
103
Cape Cod Five Cents Savings Bank
Massachusetts
$6.54M +$1.38M +27,167 +27%
QCMC
104
Quantum Capital Management (California)
California
$6.52M +$668K +13,109 +11%
RW
105
Rand Wealth
Maryland
$6.49M +$474K +9,303 +8%
BCWM
106
Bartlett & Co Wealth Management
Ohio
$6.43M +$6.43M +126,277 New
BC
107
Bartlett & Co
Ohio
$6.43M +$1.35M +26,442 +26%
AI
108
Atria Investments
North Carolina
$6.4M +$2.91M +57,147 +83%
SC
109
Scotia Capital
Ontario, Canada
$6.37M +$2.61M +51,181 +69%
Neuberger Berman Group
110
Neuberger Berman Group
New York
$6.26M -$319K -6,260 -5%
EDRH
111
Edmond de Rothschild Holding
Switzerland
$6.17M +$4.16M +81,600 +207%
RCA
112
Rowland Carmichael Advisors
Arizona
$5.98M +$3.05M +59,816 +104%
GIA
113
Granite Investment Advisors
New Hampshire
$5.96M +$143K +2,810 +2%
HighTower Advisors
114
HighTower Advisors
Illinois
$5.84M +$124K +2,425 +2%
RIA
115
Regal Investment Advisors
Michigan
$5.81M +$2.26M +44,414 +64%
LPIC
116
LeJeune Puetz Investment Counsel
Michigan
$5.72M +$346K +6,800 +6%
FC
117
FCA Corp
Texas
$5.67M +$657K +12,897 +13%
SFM
118
Signet Financial Management
New Jersey
$5.42M +$2.55M +50,001 +89%
SHIM
119
Stone House Investment Management
Pennsylvania
$5.25M -$1.38M -27,059 -21%
ACI
120
Alpha Cubed Investments
California
$5.13M +$5.13M +100,804 New
CAN
121
Cetera Advisor Networks
California
$5.07M +$1.83M +36,046 +57%
NPP
122
New Potomac Partners
Maryland
$5.05M +$508K +9,980 +11%
FEG
123
Financial Enhancement Group
Indiana
$4.97M -$1.44M -28,250 -22%
HNB
124
Huntington National Bank
Ohio
$4.93M -$3.18M – –
OIWM
125
OptiFour Integrated Wealth Management
Virginia
$4.91M +$2.18M +42,763 +80%
3 4
5
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