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iShares Floating Rate Bond ETF
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Overview Fund Activity

325 hedge funds and large institutions have $2.85B invested in iShares Floating Rate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 138 increasing their positions, 87 reducing their positions, and 20 closing their positions.

Holders
325
Holders Change
+17
Holders Change %
+5.52%
% of All Funds
8.11%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.67%
New
46
Increased
138
Reduced
87
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
1
Alesco Advisors
New York
$123M
2
PP
2
Prudential plc
United Kingdom
$50.4M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$36.3M
4
AssetMark Inc
4
AssetMark Inc
California
$55.6M
5
UBS Group
5
UBS Group
Switzerland
$121M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$120M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$45.8M
3
BlackRock
3
BlackRock
New York
$22M
4
SAS
4
Sage Advisory Services
Texas
$0
5
FA
5
FDx Advisors
Illinois
$4.74M
Name Market Value Shares Shares
Change 		Shares
Change %
ECM
126
ETrade Capital Management
Virginia
$2.32M 45,639 -38,721 -46%
CC
127
Courier Capital
New York
$2.23M 43,770 +1,222 +3%
EAMA
128
EFG Asset Management (Americas)
Florida
$2.2M 43,114 -5,046 -10%
WB
129
WesBanco Bank
West Virginia
$2.19M 43,010 +29,342 +215%
VC
130
Vicus Capital
Pennsylvania
$2.17M 42,521 -1,847 -4%
FI
131
FormulaFolio Investments
Michigan
$2.13M 41,915 +8,155 +24%
OIA
132
OneDigital Investment Advisors
Kansas
$2.11M 41,419 +41,419 New
SCA
133
STALEY CAPITAL ADVISERS
Pennsylvania
$2.1M 41,150 – –
OAM
134
Oppenheimer Asset Management
New York
$2.09M 41,072 +8,778 +27%
CG
135
Colony Group
Massachusetts
$2.05M 40,311 +10,656 +36%
EDRH
136
Edmond de Rothschild Holding
Switzerland
$2M 39,349 +12,000 +44%
GC
137
Guggenheim Capital
Illinois
$1.99M 39,063 +2,651 +7%
BC
138
Bartlett & Co
Ohio
$1.96M 38,425 +38,425 New
LG
139
LaFleur & Godfrey
Michigan
$1.89M 37,168 -1,000 -3%
OC
140
Oppenheimer & Co
New York
$1.85M 36,403 +8,161 +29%
IA
141
IndexIQ Advisors
New York
$1.81M 35,529 -1,220 -3%
DADC
142
D.A. Davidson & Co
Montana
$1.8M 35,258 +6,637 +23%
PCM
143
Peak Capital Management
Colorado
$1.75M 34,351 +34,351 New
BFPW
144
BOK Financial Private Wealth
Colorado
$1.7M 33,412 – –
GFPC
145
Global Financial Private Capital
Florida
$1.68M 33,011 -1,920 -5%
FCIM
146
Fairview Capital Investment Management
California
$1.64M 32,225 +32,225 New
BTNA
147
Bremer Trust National Association
Minnesota
$1.61M 31,573 +4,033 +15%
Citigroup
148
Citigroup
New York
$1.6M 31,314 +6,237 +25%
CCFCSB
149
Cape Cod Five Cents Savings Bank
Massachusetts
$1.58M 31,086 +17,385 +127%
NFP
150
Narus Financial Partners
Utah
$1.57M 30,893 +1,115 +4%
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