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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 %
UCFA
151
United Capital Financial Advisors
Texas
$1.84M +$435K +8,549 +31%
AP
152
Advisors Preferred
Maryland
$1.81M +$236K +4,640 +15%
NFP
153
Narus Financial Partners
Utah
$1.74M +$166K +3,262 +11%
SFM
154
Signet Financial Management
New Jersey
$1.74M +$684K +13,429 +65%
BFPW
155
BOK Financial Private Wealth
Colorado
$1.62M -$85.3K -1,675 -5%
EDRH
156
Edmond de Rothschild Holding
Switzerland
$1.61M -$393K -7,705 -20%
SI
157
Stephens Inc
Arkansas
$1.57M +$35.7K +701 +2%
Cambridge Investment Research Advisors
158
Cambridge Investment Research Advisors
Iowa
$1.57M -$1.65M -32,309 -51%
FIM
159
Freedom Investment Management
Connecticut
$1.56M +$1.56M +30,673 New
GT
160
Glenview Trust
Kentucky
$1.55M – – –
BTIS
161
BB&T Investment Services
North Carolina
$1.52M +$906K +17,872 +148%
KBFS
162
Kohmann Bosshard Financial Services
Ohio
$1.51M +$1.51M +29,661 New
SWM
163
Stockman Wealth Management
Montana
$1.49M +$990K +19,431 +200%
BGC
164
Blue Granite Capital
South Carolina
$1.46M +$761K +15,000 +109%
HA
165
Hays Advisory
Tennessee
$1.43M +$1.43M +28,127 New
PAMG
166
Patton Albertson Miller Group
Tennessee
$1.38M +$317K +6,240 +30%
AIP
167
ARS Investment Partners
New York
$1.36M +$102K +1,994 +8%
WPC
168
White Pine Capital
Minnesota
$1.35M +$194K +3,810 +17%
PA
169
Perennial Advisors
New York
$1.35M +$40.8K +800 +3%
CFMC
170
Curbstone Financial Management Corp
New Hampshire
$1.32M +$662K +13,000 +100%
SP
171
Sarasin & Partners
United Kingdom
$1.27M – – –
BAS
172
Brown Advisory Securities
Maryland
$1.24M -$39.3K -772 -3%
MM
173
Meridian Management
Arkansas
$1.2M – – –
PCM
174
Peak Capital Management
Colorado
$1.18M -$565K -11,103 -32%
CRC
175
Curi RMB Capital
Illinois
$1.15M -$205K -4,033 -15%
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