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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 %
BAAM
126
Baker Avenue Asset Management
California
$4.76M +$638K +12,531 +16%
ECM
127
ETrade Capital Management
Virginia
$4.75M +$2.34M +45,922 +97%
SWP
128
Strategic Wealth Partners
Ohio
$4.72M +$1.59M +31,270 +51%
UCFA
129
United Capital Financial Advisors
Texas
$4.63M +$2.44M +47,815 +111%
RBC
130
Roble Belko & Company
Pennsylvania
$4.57M +$4.55M +89,424 +25,261%
Betterment LLC
131
Betterment LLC
New York
$4.5M +$2.74M +53,745 +156%
Citadel Advisors
132
Citadel Advisors
Florida
$4.24M +$4.24M +83,209 New
SIM
133
SSI Investment Management
California
$4.23M -$3.38M -66,296 -44%
IFS
134
Ifrah Financial Services
Arkansas
$4.15M +$74.5K +1,463 +2%
ST
135
Smithfield Trust
Pennsylvania
$4.13M -$1.22M -23,916 -23%
WB
136
WesBanco Bank
West Virginia
$4.07M +$4.07M +79,823 New
AIM
137
Astor Investment Management
Illinois
$4.02M -$30.2K -593 -0.7%
RFC
138
Regions Financial Corp
Alabama
$3.96M +$15.3K +300 +0.4%
CAGAS
139
Capital Advisory Group Advisory Services
Minnesota
$3.89M +$3.89M +76,122 New
Axa
140
Axa
France
$3.86M +$157K +3,080 +4%
APA
141
American Portfolios Advisors
New York
$3.85M +$476K +9,355 +14%
BRWA
142
B. Riley Wealth Advisors
Florida
$3.84M -$3.49M -68,448 -48%
DAS
143
Dynamic Advisor Solutions
Arizona
$3.81M +$1.3M +25,562 +52%
CT
144
CPF Texas
Texas
$3.75M -$125K -2,452 -3%
VCWA
145
Vanguard Capital Wealth Advisors
Colorado
$3.66M +$3.07M +60,349 +525%
PCA
146
Peddock Capital Advisors
Massachusetts
$3.63M +$269K +5,283 +8%
TCM
147
Towercrest Capital Management
Pennsylvania
$3.63M +$282K +5,546 +8%
CA
148
Cetera Advisors
Colorado
$3.6M +$435K +8,552 +14%
Millennium Management
149
Millennium Management
New York
$3.49M -$253K -4,965 -7%
PAG
150
Private Advisor Group
New Jersey
$3.38M +$1.96M +38,424 +137%
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