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iShares Floating Rate Bond ETF
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Overview Fund Activity

334 hedge funds and large institutions have $3.23B invested in iShares Floating Rate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 170 increasing their positions, 82 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+9
Holders Change %
+2.77%
% of All Funds
8.34%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.75%
New
28
Increased
170
Reduced
82
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$255M
2
Bank of America
2
Bank of America
North Carolina
$586M
3
BlackRock
3
BlackRock
New York
$64.3M
4
LG
4
Leuthold Group
Minnesota
$32.7M
5
Wells Fargo
5
Wells Fargo
California
$143M

Top Sellers

1
PP
1
Prudential plc
United Kingdom
$6.38M
2
SG Americas Securities
2
SG Americas Securities
New York
$3.13M
3
Goldman Sachs
3
Goldman Sachs
New York
$35.3M
4
IUHSA
4
Itau Unibanco Holding S.A.
Brazil
$0
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
126
Cetera Advisors
Colorado
$2.75M +$93.9K +1,845 +4%
PIM
127
Penobscot Investment Management
Massachusetts
$2.74M +$93.7K +1,840 +4%
CWM
128
Cabot Wealth Management
Massachusetts
$2.73M -$20.9K -410 -0.8%
BP
129
Ballentine Partners
Massachusetts
$2.72M – – –
GFPC
130
Global Financial Private Capital
Florida
$2.61M +$928K +18,224 +55%
PA
131
Parallel Advisors
California
$2.44M -$104K -2,048 -4%
CC
132
Courier Capital
New York
$2.38M +$149K +2,929 +7%
DWM
133
Dakota Wealth Management
Florida
$2.37M -$45K -883 -2%
WA
134
Wilshire Advisors
California
$2.37M +$902K +17,710 +62%
TCM
135
Twin Capital Management
Pennsylvania
$2.36M -$44.8K -880 -2%
OC
136
Oppenheimer & Co
New York
$2.32M +$467K +9,171 +25%
Creative Planning
137
Creative Planning
Kansas
$2.31M +$1.05M +20,711 +84%
EAMA
138
EFG Asset Management (Americas)
Florida
$2.29M +$98K +1,924 +4%
EA
139
Efficient Advisors
Ohio
$2.29M +$796K +15,637 +53%
ECM
140
ETrade Capital Management
Virginia
$2.28M -$42.9K -843 -2%
FPS
141
Fieldpoint Private Securities
Connecticut
$2.23M +$2.23M +43,850 New
VC
142
Vicus Capital
Pennsylvania
$2.23M +$66.5K +1,305 +3%
HFS
143
HL Financial Services
Kentucky
$2.16M +$1.01M +19,897 +88%
SCA
144
STALEY CAPITAL ADVISERS
Pennsylvania
$2.1M – – –
FI
145
FormulaFolio Investments
Michigan
$2.08M -$55.6K -1,091 -3%
GC
146
Guggenheim Capital
Illinois
$2.07M +$78.1K +1,533 +4%
CIBC World Market
147
CIBC World Market
Ontario, Canada
$2.02M -$1.59M -31,247 -44%
CG
148
Colony Group
Massachusetts
$2M -$58K -1,139 -3%
LG
149
LaFleur & Godfrey
Michigan
$1.94M +$50.9K +1,000 +3%
DADC
150
D.A. Davidson & Co
Montana
$1.91M +$110K +2,161 +6%
4 5
6
7 8