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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 %
OC
176
Oppenheimer & Co
New York
$3.43M +$553K +10,845 +19%
DADC
177
D.A. Davidson & Co
Montana
$3.36M +$64.6K +1,267 +2%
NCMW
178
Northern Capital Management (Wisconsin)
Wisconsin
$3.35M +$3.35M +65,675 New
Creative Planning
179
Creative Planning
Kansas
$3.34M +$357K +7,004 +12%
HFS
180
HL Financial Services
Kentucky
$3.29M +$65.6K +1,286 +2%
EAMA
181
EFG Asset Management (Americas)
Florida
$3.28M +$996K +19,529 +44%
PA
182
PFG Advisors
Arizona
$3.13M +$382K +7,492 +14%
BRF
183
B. Riley Financial
California
$3.12M -$168K -3,290 -5%
LNB
184
Ledyard National Bank
$3M +$615K +12,060 +26%
WIC
185
Woodmont Investment Counsel
Tennessee
$2.99M – – –
SPIA
186
Steward Partners Investment Advisory
New York
$2.98M +$2.61M +51,149 +698%
OIA
187
OneDigital Investment Advisors
Kansas
$2.97M +$45.1K +885 +2%
PIM
188
Penobscot Investment Management
Massachusetts
$2.96M +$78.5K +1,540 +3%
CAAS
189
Capital Asset Advisory Services
Michigan
$2.95M +$482K +9,460 +20%
Comerica Bank
190
Comerica Bank
Texas
$2.81M -$102K -2,003 -4%
SS
191
Simplicity Solutions
Minnesota
$2.79M +$1.08M +21,220 +63%
MA
192
MCF Advisors
Kentucky
$2.74M +$24.3K +477 +0.9%
LA
193
Leonetti & Associates
Illinois
$2.61M +$113K +2,222 +5%
CIBC World Market
194
CIBC World Market
Ontario, Canada
$2.58M +$200K +3,923 +8%
PWMAG
195
Pinnacle Wealth Management Advisory Group
New Jersey
$2.57M +$17.3K +340 +0.7%
EA
196
Efficient Advisors
Ohio
$2.49M +$25.8K +505 +1%
DWM
197
Dakota Wealth Management
Florida
$2.48M +$115K +2,253 +5%
FIM
198
Freedom Investment Management
Connecticut
$2.42M -$183K -3,593 -7%
WA
199
Wilshire Advisors
California
$2.42M +$35.5K +695 +1%
TCM
200
Twin Capital Management
Pennsylvania
$2.42M +$35.4K +695 +1%
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