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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
AP
151
Advisors Preferred
Maryland
$1.57M +$6.62K +130 +0.4%
HCM
152
Harvey Capital Management
Florida
$1.57M +$1.57M +30,800 New
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$1.56M -$7.33M -144,005 -82%
GT
154
Glenview Trust
Kentucky
$1.55M +$25.1K +492 +2%
SI
155
Stephens Inc
Arkansas
$1.54M -$855K -16,799 -36%
EA
156
Efficient Advisors
Ohio
$1.49M +$32.5K +639 +2%
WA
157
Wilshire Advisors
California
$1.46M +$1.46M +28,700 New
UCFA
158
United Capital Financial Advisors
Texas
$1.4M -$2.54M -49,922 -64%
CRC
159
Curi RMB Capital
Illinois
$1.35M +$1.35M +26,590 New
PA
160
Perennial Advisors
New York
$1.31M +$143K +2,800 +12%
BAS
161
Brown Advisory Securities
Maryland
$1.28M +$1.02M +19,940 +394%
SP
162
Sarasin & Partners
United Kingdom
$1.27M – – –
AIP
163
ARS Investment Partners
New York
$1.26M -$331K -6,497 -21%
Creative Planning
164
Creative Planning
Kansas
$1.25M -$168K -3,292 -12%
MM
165
Meridian Management
Arkansas
$1.2M -$218K -4,275 -15%
WPC
166
White Pine Capital
Minnesota
$1.16M +$173K +3,400 +18%
HFS
167
HL Financial Services
Kentucky
$1.15M +$384K +7,541 +50%
NA
168
Nottingham Advisors
New York
$1.09M – – –
TNBTD
169
Trustmark National Bank Trust Department
Mississippi
$1.07M -$272K -5,331 -20%
SCA
170
Snowden Capital Advisors
New York
$1.07M +$187K +3,670 +21%
PAMG
171
Patton Albertson Miller Group
Tennessee
$1.06M -$36.4K -715 -3%
SFM
172
Signet Financial Management
New Jersey
$1.05M +$638K +12,531 +153%
CIA
173
Capital Investment Advisors
Georgia
$1.04M +$1.04M +20,354 New
CB
174
Community Bank
New York
$1.02M – – –
SCM
175
SOL Capital Management
Maryland
$967K +$967K +19,000 New
5 6
7
8 9