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iShares Floating Rate Bond ETF
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Overview Fund Activity

441 hedge funds and large institutions have $4.51B invested in iShares Floating Rate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 232 increasing their positions, 83 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+49
Holders Change %
+12.5%
% of All Funds
10.12%
Holding in Top 10
46
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+31.43%
% of All Funds
1.06%
New
77
Increased
232
Reduced
83
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$133M
2
Wells Fargo
Wells Fargo
California
+$88M
3
CFIA
Cantor Fitzgerald Investment Advisors
New York
+$80.3M
4
BS
Banco Santander
Spain
+$76.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$42M

Top Sellers

1
GC
Grimes & Company
Massachusetts
-$53M
2
Morgan Stanley
Morgan Stanley
New York
-$39.2M
3
LG
Leuthold Group
Minnesota
-$18.6M
4
CS
Credit Suisse
Switzerland
-$16.6M
5
BlackRock
BlackRock
New York
-$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMAG
176
Pinnacle Wealth Management Advisory Group
New Jersey
$2.54M +$2.3M +45,110 +930%
SBWM
177
Sunflower Bank Wealth Management
Arizona
$2.52M +$2.19M +43,093 +670%
PI
178
PFS Investments
Georgia
$2.51M +$2.51M +49,176 New
LPT
179
Legacy Private Trust
Wisconsin
$2.49M -$2.02M -39,619 -45%
LA
180
Leonetti & Associates
Illinois
$2.49M +$10.5K +207 +0.4%
CAAS
181
Capital Asset Advisory Services
Michigan
$2.47M +$1.83M +35,990 +289%
EA
182
Efficient Advisors
Ohio
$2.46M +$65.4K +1,284 +3%
LNB
183
Ledyard National Bank
$2.38M +$1.34M +26,299 +128%
TCM
184
Twin Capital Management
Pennsylvania
$2.38M +$85.6K +1,680 +4%
WA
185
Wilshire Advisors
California
$2.38M +$85.6K +1,680 +4%
FPS
186
Fieldpoint Private Securities
Connecticut
$2.38M +$145K +2,850 +7%
CIBC World Market
187
CIBC World Market
Ontario, Canada
$2.37M +$239K +4,684 +11%
DWM
188
Dakota Wealth Management
Florida
$2.36M +$16.7K +327 +0.7%
SI
189
SimpliFi Inc
California
$2.35M +$739K +14,501 +46%
CC
190
Courier Capital
New York
$2.34M -$234K -4,595 -9%
WS
191
Wedbush Securities
California
$2.33M +$1.11M +21,811 +91%
EAMA
192
EFG Asset Management (Americas)
Florida
$2.28M -$302K -5,923 -12%
AF
193
Advisornet Financial
Minnesota
$2.27M +$4.38K +86 +0.2%
CG
194
Colony Group
Massachusetts
$2.2M +$122K +2,392 +6%
SCA
195
STALEY CAPITAL ADVISERS
Pennsylvania
$2.15M – – –
Susquehanna International Group
196
Susquehanna International Group
Pennsylvania
$2.15M +$2.15M +42,260 New
PAMG
197
Patton Albertson Miller Group
Tennessee
$2.1M +$849K +16,664 +68%
VC
198
Vicus Capital
Pennsylvania
$2.05M -$49.5K -972 -2%
AWM
199
Altavista Wealth Management
North Carolina
$2M +$1M +19,703 +101%
FAAS
200
First Allied Advisory Services
California
$1.99M -$1.94M -38,184 -49%
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