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iShares Floating Rate Bond ETF

520 hedge funds and large institutions have $5.3B invested in iShares Floating Rate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 189 increasing their positions, 225 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
-27
Holders Change %
-4.94%
% of All Funds
11.31%
Holding in Top 10
50
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15.25%
% of All Funds
1.09%
New
41
Increased
189
Reduced
225
Closed
58
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
State of Tennessee, Department of Treasury
126
State of Tennessee, Department of Treasury
Tennessee
$6.01M +$6.01M +118,000 New
IFS
127
Ifrah Financial Services
Arkansas
$5.9M +$189K +3,719 +3%
FCIM
128
Fairview Capital Investment Management
California
$5.82M +$561K +11,015 +11%
BP
129
Ballentine Partners
Massachusetts
$5.76M -$182K -3,579 -3%
CG
130
Colony Group
Massachusetts
$5.62M +$4.73M +92,774 +531%
MA
131
MCF Advisors
Kentucky
$5.61M +$536K +10,533 +11%
APA
132
American Portfolios Advisors
New York
$5.42M +$202K +3,969 +4%
DWM
133
Darwin Wealth Management
Florida
$5.36M -$941K -18,482 -15%
OIWM
134
OptiFour Integrated Wealth Management
Virginia
$5.2M -$46.9K -921 -0.9%
LFPWM
135
Leicht Financial Planning & Wealth Management
New Jersey
$5.18M -$1.44M -28,314 -22%
Natixis Advisors
136
Natixis Advisors
Massachusetts
$5.18M -$821K -16,113 -14%
IAA
137
Ironsides Asset Advisors
North Carolina
$5.17M -$1.74M -34,075 -25%
Creative Planning
138
Creative Planning
Kansas
$5.06M -$201K -3,941 -4%
RBC
139
Roble Belko & Company
Pennsylvania
$4.98M -$1.22M -23,886 -20%
AWMG
140
Alliance Wealth Management Group
New Jersey
$4.91M +$566K +11,106 +13%
IIA
141
IPG Investment Advisors
California
$4.89M +$97.4K +1,913 +2%
OC
142
Oppenheimer & Co
New York
$4.82M +$175K +3,439 +4%
NPP
143
New Potomac Partners
Maryland
$4.74M -$104K -2,050 -2%
NA
144
NewEdge Advisors
Louisiana
$4.74M -$866K -17,003 -15%
CI
145
Conning Inc
Connecticut
$4.64M
Axa
146
Axa
France
$4.57M +$188K +3,700 +4%
CAN
147
Cetera Advisor Networks
California
$4.52M -$681K -13,404 -13%
VSWA
148
Vontobel Swiss Wealth Advisors
Switzerland
$4.5M -$530K -10,413 -11%
TC
149
Telemus Capital
Michigan
$4.41M -$17M -334,064 -79%
FAAS
150
First Allied Advisory Services
California
$4.26M -$1.75M -34,298 -29%