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iShares Floating Rate Bond ETF
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Overview Fund Activity

547 hedge funds and large institutions have $5.68B invested in iShares Floating Rate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 173 increasing their positions, 260 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
-17
Holders Change %
-3.01%
% of All Funds
11.86%
Holding in Top 10
59
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-30.59%
% of All Funds
1.28%
New
51
Increased
173
Reduced
260
Closed
59
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$64.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$41.6M
3
AssetMark Inc
AssetMark Inc
California
+$37.5M
4
UCFA
United Capital Financial Advisors
Texas
+$30.2M
5
Morgan Stanley
Morgan Stanley
New York
+$27.7M

Top Sellers

1
FI
FormulaFolio Investments
Michigan
-$161M
2
Verition Fund Management
Verition Fund Management
Connecticut
-$58.8M
3
Prudential Financial
Prudential Financial
New Jersey
-$48.2M
4
Wells Fargo
Wells Fargo
California
-$46.9M
5
BlackRock
BlackRock
New York
-$39M
Name Holding Trade Value Shares
Change 		Shares
Change %
VRM
126
Vectors Research Management
New York
$6.36M -$500K -9,818 -7%
ACI
127
Alpha Cubed Investments
California
$6.32M +$222K +4,369 +4%
DWM
128
Darwin Wealth Management
Florida
$6.3M +$5.53M +108,713 +726%
S
129
Surevest
California
$6.22M +$1.02M +20,054 +20%
RBC
130
Roble Belko & Company
Pennsylvania
$6.19M -$533K -10,466 -8%
QCMC
131
Quantum Capital Management (California)
California
$6.17M -$138K -2,712 -2%
FC
132
FCA Corp
Texas
$6.16M +$327K +6,428 +6%
FAAS
133
First Allied Advisory Services
California
$6M -$59.7K -1,174 -1%
Natixis Advisors
134
Natixis Advisors
Massachusetts
$6M -$1.42M -27,849 -19%
IA
135
IFP Advisors
Florida
$5.95M -$5.88M -115,610 -50%
SGAM
136
Steinberg Global Asset Management
Florida
$5.94M -$5.04M -99,098 -46%
BP
137
Ballentine Partners
Massachusetts
$5.94M -$413K -8,119 -7%
PCP
138
Proficio Capital Partners
Massachusetts
$5.92M +$3.34M +65,638 +130%
KCM
139
Karp Capital Management
California
$5.88M +$1.78M +34,924 +43%
WB
140
WesBanco Bank
West Virginia
$5.87M -$2.5K -49 -0%
Deutsche Bank
141
Deutsche Bank
Germany
$5.73M -$1.68M -33,014 -23%
IFS
142
Ifrah Financial Services
Arkansas
$5.71M +$35.6K +699 +0.6%
NA
143
NewEdge Advisors
Louisiana
$5.6M +$407K +8,000 +8%
SAS
144
Sage Advisory Services
Texas
$5.58M – – –
Millennium Management
145
Millennium Management
New York
$5.35M +$2.58M +50,750 +93%
Creative Planning
146
Creative Planning
Kansas
$5.26M -$181K -3,555 -3%
FCIM
147
Fairview Capital Investment Management
California
$5.26M -$1.87M -36,660 -26%
OIWM
148
OptiFour Integrated Wealth Management
Virginia
$5.25M +$265K +5,196 +5%
APA
149
American Portfolios Advisors
New York
$5.21M -$379K -7,450 -7%
CAN
150
Cetera Advisor Networks
California
$5.21M -$1.35M -26,619 -21%
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