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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 %
LG
201
LaFleur & Godfrey
Michigan
$1.99M +$50.9K +1,000 +3%
IWM
202
IHT Wealth Management
Illinois
$1.98M +$1.9M +37,272 +2,425%
CL
203
CPWM LLC
Washington
$1.97M +$1.97M +38,714 New
AIP
204
ARS Investment Partners
New York
$1.95M +$312K +6,135 +19%
WP
205
WealthPLAN Partners
Nebraska
$1.91M +$973K +19,093 +104%
SWM
206
Stockman Wealth Management
Montana
$1.9M -$131K -2,565 -6%
BP
207
Ballentine Partners
Massachusetts
$1.87M -$851K -16,714 -31%
SWM
208
Segment Wealth Management
Texas
$1.83M +$1.83M +36,020 New
PAG
209
Pinnacle Advisory Group
Maryland
$1.79M +$1.79M +35,228 New
MIH
210
Meitav Investment House
Israel
$1.77M +$1.77M +34,710 New
PA
211
Perennial Advisors
New York
$1.76M +$81.7K +1,605 +5%
SS
212
Simplicity Solutions
Minnesota
$1.71M +$1.08M +21,115 +170%
I
213
IberiaBank
Louisiana
$1.69M +$1.06M +20,841 +168%
Baird Financial Group
214
Baird Financial Group
Wisconsin
$1.67M +$1M +19,683 +150%
HCM
215
Harvey Capital Management
Florida
$1.6M +$1.6M +31,500 New
NA
216
Nottingham Advisors
New York
$1.6M +$509K +9,995 +47%
CWM
217
Cabot Wealth Management
Massachusetts
$1.59M -$1.11M -21,809 -41%
PCP
218
Proficio Capital Partners
Massachusetts
$1.59M +$1.59M +31,148 New
Manulife (Manufacturers Life Insurance)
219
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.56M +$997K +19,580 +176%
CC
220
Chanos & Company
New York
$1.54M +$1.54M +30,301 New
CB
221
Community Bank
New York
$1.53M +$509K +10,000 +50%
Deutsche Bank
222
Deutsche Bank
Germany
$1.53M +$930K +18,291 +156%
CPP
223
Crow Point Partners
Massachusetts
$1.51M +$1.51M +29,700 New
FA
224
Fortis Advisors
Pennsylvania
$1.51M +$1.31M +25,690 +646%
BAS
225
Brown Advisory Securities
Maryland
$1.51M +$2.86K +56 +0.2%
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