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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 %
Northwestern Mutual Wealth Management
176
Northwestern Mutual Wealth Management
Wisconsin
$955K +$785K +15,411 +461%
TAT
177
TD Ameritrade Trust
Colorado
$899K +$250K +4,962 +39%
BS
178
Banco Santander
Spain
$851K +$851K +16,696 New
ICOA
179
Investment Centers of America
North Dakota
$816K +$14.2K +278 +2%
AWM
180
Altavista Wealth Management
North Carolina
$805K +$6.32K +124 +0.8%
DAS
181
Dynamic Advisor Solutions
Arizona
$795K -$604K -11,860 -43%
BWAM
182
Boyd Watterson Asset Management
Ohio
$768K -$52.7K -1,035 -6%
APP
183
Avantax Planning Partners
Iowa
$757K +$33.2K +651 +5%
BGC
184
Blue Granite Capital
South Carolina
$703K +$306K +6,000 +77%
SWP
185
Stratos Wealth Partners
Ohio
$687K -$239K -4,703 -26%
SAM
186
Shamrock Asset Management
Texas
$687K -$68.2K -1,339 -9%
NPC
187
National Planning Corporation
California
$671K -$1.19M -23,356 -64%
WT
188
Whittier Trust
California
$666K -$67.8K -1,331 -9%
CFMC
189
Curbstone Financial Management Corp
New Hampshire
$662K -$49.7K -975 -7%
ACM
190
Alethea Capital Management
Washington
$662K – – –
VKH
191
Virtu KCG Holdings
New York
$645K -$1.51M -29,560 -70%
RBC
192
Ronald Blue & Co
Georgia
$644K -$1.67M -32,783 -72%
RCAG
193
Rehmann Capital Advisory Group
Michigan
$638K +$44.9K +881 +8%
Manulife (Manufacturers Life Insurance)
194
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$637K -$4.88M -95,676 -88%
Comerica Bank
195
Comerica Bank
Texas
$620K +$14.3K +281 +2%
BTIS
196
BB&T Investment Services
North Carolina
$608K +$272K +5,410 +81%
PA
197
Pinnacle Associates
New York
$607K +$126K +2,475 +26%
GCA
198
Greenwood Capital Associates
South Carolina
$602K +$82K +1,610 +16%
LTI
199
Laffer Tengler Investments
Tennessee
$574K +$35.7K +702 +7%
1832 Asset Management
200
1832 Asset Management
Ontario, Canada
$560K -$396K -7,770 -41%
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8
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