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iShares Floating Rate Bond ETF
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Overview Fund Activity

534 hedge funds and large institutions have $5.45B invested in iShares Floating Rate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 199 increasing their positions, 175 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+46
Holders Change %
+9.43%
% of All Funds
10.55%
Holding in Top 10
46
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.91%
New
101
Increased
199
Reduced
175
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$131M
2
Jane Street
Jane Street
New York
$50.1M
3
IAA
Independent Advisor Alliance
North Carolina
$22.1M
4
Morgan Stanley
Morgan Stanley
New York
$234M
5
Truist Financial
Truist Financial
North Carolina
$37.1M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
$2.93M
2
Wells Fargo
Wells Fargo
California
$162M
3
BlackRock
BlackRock
New York
$81.2M
4
BOTW
Bank of the West
California
$14.2M
5
AIM
Astor Investment Management
Illinois
$93K
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
151
OneDigital Investment Advisors
Kansas
$3.41M -$81.4K -1,598 -2%
AAM
152
Aureus Asset Management
Massachusetts
$3.37M +$1.88M +37,000 +127%
CAAS
153
Capital Asset Advisory Services
Michigan
$3.36M +$76.9K +1,507 +2%
HSBC Holdings
154
HSBC Holdings
United Kingdom
$3.35M +$554K +10,880 +20%
Thrivent Financial for Lutherans
155
Thrivent Financial for Lutherans
Minnesota
$3.34M -$108K -480 -3%
AWM
156
Altus Wealth Management
Kentucky
$3.31M +$3.31M +64,973 New
GWM
157
Geneos Wealth Management
Colorado
$3.27M +$2.7M +53,134 +480%
PIM
158
Penobscot Investment Management
Massachusetts
$3.26M +$122K +2,401 +4%
SS
159
Simplicity Solutions
Minnesota
$3.22M -$6.41M -125,885 -67%
CA
160
Calton & Associates
Florida
$3.2M +$260K +5,100 +9%
DAS
161
Dynamic Advisor Solutions
Arizona
$3.19M -$324K -6,371 -9%
NFG
162
Next Financial Group
Texas
$3.09M +$306K +6,002 +11%
Bank of Montreal
163
Bank of Montreal
Ontario, Canada
$3.03M +$804K +15,801 +36%
GT
164
Glenview Trust
Kentucky
$2.95M +$225K +4,411 +8%
SWP
165
Strategic Wealth Partners
Ohio
$2.94M -$652K -12,795 -18%
RIG
166
RiverFront Investment Group
Virginia
$2.93M -$45.6M -896,231 -94%
LNB
167
Ledyard National Bank
$2.93M +$381K +7,487 +15%
KWM
168
Kingsview Wealth Management
Oregon
$2.86M +$596K +11,708 +26%
SPIA
169
Steward Partners Investment Advisory
New York
$2.85M +$95.5K +1,876 +3%
Baird Financial Group
170
Baird Financial Group
Wisconsin
$2.85M -$26.5K -521 -0.9%
GIA
171
Gladstone Institutional Advisory
Florida
$2.8M +$2.32M +45,566 +487%
DSN
172
D. Scott Neal
Kentucky
$2.8M -$83.8K -1,646 -3%
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$2.78M -$96.7K -1,899 -3%
AF
174
Advisornet Financial
Minnesota
$2.58M -$28K -549 -1%
CAM
175
Caprin Asset Management
Virginia
$2.58M -$87.5K -1,718 -3%
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