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iShares Floating Rate Bond ETF
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Overview Fund Activity

473 hedge funds and large institutions have $5.63B invested in iShares Floating Rate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 240 increasing their positions, 105 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+32
Holders Change %
+7.26%
% of All Funds
10.84%
Holding in Top 10
59
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+28.26%
% of All Funds
1.35%
New
63
Increased
240
Reduced
105
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
FormulaFolio Investments
Michigan
+$164M
2
Bank of America
Bank of America
North Carolina
+$158M
3
Wells Fargo
Wells Fargo
California
+$76.9M
4
UBS Group
UBS Group
Switzerland
+$41.3M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$38.6M

Top Sellers

1
VA
Valmark Advisers
Ohio
-$48.4M
2
WCM
Windham Capital Management
Massachusetts
-$38.9M
3
Jane Street
Jane Street
New York
-$16.6M
4
AP
Advisors Preferred
Maryland
-$11.8M
5
AA
Alesco Advisors
New York
-$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIWM
151
OptiFour Integrated Wealth Management
Virginia
$4.9M -$21.3K -418 -0.4%
FEG
152
Financial Enhancement Group
Indiana
$4.87M -$107K -2,093 -2%
GC
153
Guggenheim Capital
Illinois
$4.86M +$1.51M +29,636 +45%
PI
154
PFS Investments
Georgia
$4.85M +$2.35M +46,109 +94%
UCFA
155
United Capital Financial Advisors
Texas
$4.74M +$97.8K +1,918 +2%
IWM
156
IHT Wealth Management
Illinois
$4.68M +$2.7M +52,871 +136%
SWM
157
Stockman Wealth Management
Montana
$4.67M +$2.77M +54,271 +145%
TCM
158
Towercrest Capital Management
Pennsylvania
$4.53M +$891K +17,471 +25%
CI
159
CX Institutional
Indiana
$4.51M +$4.51M +88,336 New
SRSA
160
S.R. Schill & Associates
Washington
$4.49M +$4.49M +88,002 New
BRWA
161
B. Riley Wealth Advisors
Florida
$4.42M +$570K +11,177 +15%
AC
162
AFAM Capital
Texas
$4.38M +$1.1M +21,531 +34%
RIA
163
Regal Investment Advisors
Michigan
$4.22M -$1.6M -31,365 -27%
Millennium Management
164
Millennium Management
New York
$4.13M +$642K +12,597 +18%
APA
165
American Portfolios Advisors
New York
$4.05M +$193K +3,792 +5%
DAS
166
Dynamic Advisor Solutions
Arizona
$3.98M +$164K +3,218 +4%
Axa
167
Axa
France
$3.95M +$92.3K +1,810 +2%
FF
168
Friedenthal Financial
New Jersey
$3.95M +$3.38M +66,306 +592%
GFPC
169
Global Financial Private Capital
Florida
$3.87M +$702K +13,774 +22%
EDRH
170
Edmond de Rothschild Holding
Switzerland
$3.75M -$2.42M -47,504 -39%
PCA
171
Peddock Capital Advisors
Massachusetts
$3.74M +$99.3K +1,947 +3%
CT
172
CPF Texas
Texas
$3.72M -$27.9K -548 -0.7%
DG
173
Delek Group
Israel
$3.69M +$1.01M +19,748 +37%
TNBTD
174
Trustmark National Bank Trust Department
Mississippi
$3.5M +$228K +4,461 +7%
CCM
175
Crabel Capital Management
California
$3.47M +$293K +5,745 +9%
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