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iShares Floating Rate Bond ETF
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Overview Fund Activity

534 hedge funds and large institutions have $5.45B invested in iShares Floating Rate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 199 increasing their positions, 175 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+46
Holders Change %
+9.43%
% of All Funds
10.55%
Holding in Top 10
46
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.91%
New
101
Increased
199
Reduced
175
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$131M
2
Jane Street
2
Jane Street
New York
$50.1M
3
IAA
3
Independent Advisor Alliance
North Carolina
$22.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$234M
5
Truist Financial
5
Truist Financial
North Carolina
$37.1M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$2.93M
2
Wells Fargo
2
Wells Fargo
California
$162M
3
BlackRock
3
BlackRock
New York
$81.2M
4
BOTW
4
Bank of the West
California
$14.2M
5
AIM
5
Astor Investment Management
Illinois
$93K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPIC
101
LeJeune Puetz Investment Counsel
Michigan
$6.85M +$18K +354 +0.3%
PAG
102
Private Advisor Group
New Jersey
$6.82M -$5.85M -114,826 -46%
BP
103
Ballentine Partners
Massachusetts
$6.8M +$101K +1,981 +2%
SPC
104
Sigma Planning Corp
Michigan
$6.76M -$50.9K -1,000 -0.7%
MPWT
105
MassMutual Private Wealth & Trust
Connecticut
$6.69M -$711K -13,972 -10%
CAGAS
106
Capital Advisory Group Advisory Services
Minnesota
$6.5M +$525K +10,300 +9%
OC
107
Oppenheimer & Co
New York
$6.49M +$1.1M +21,670 +20%
AI
108
Atria Investments
North Carolina
$6.41M -$6.57M -128,927 -51%
FC
109
FCA Corp
Texas
$6.36M +$228K +4,468 +4%
IFO
110
Independent Family Office
New York
$6.29M +$6.29M +123,571 New
QCMC
111
Quantum Capital Management (California)
California
$6.21M +$29.3K +576 +0.5%
MA
112
MCF Advisors
Kentucky
$6.19M +$471K +9,254 +8%
APA
113
American Portfolios Advisors
New York
$6.11M +$532K +10,453 +10%
IFS
114
Ifrah Financial Services
Arkansas
$6.01M +$3.41K +67 +0.1%
HIC
115
Hartline Investment Corp
Illinois
$5.64M +$5.64M +110,803 New
CG
116
Colony Group
Massachusetts
$5.64M +$92.4K +1,815 +2%
CFGS
117
Concourse Financial Group Securities
Alabama
$5.6M +$2.35M +46,216 +73%
EP
118
EPIQ Partners
Minnesota
$5.49M +$5.49M +107,800 New
S
119
Surevest
California
$5.45M -$755K -14,836 -12%
AWMG
120
Alliance Wealth Management Group
New Jersey
$5.41M +$98.9K +1,942 +2%
OR
121
Olympiad Research
Connecticut
$5.31M +$5.31M +104,320 New
OIWM
122
OptiFour Integrated Wealth Management
Virginia
$5.29M +$9.06K +178 +0.2%
FPS
123
Fieldpoint Private Securities
Connecticut
$5.1M -$95.7K -1,880 -2%
PAS
124
Park Avenue Securities
New York
$5.06M +$626K +12,301 +14%
FCIM
125
Fairview Capital Investment Management
California
$4.99M -$291K -5,712 -6%
3 4
5
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