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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 %
LFASL
201
Lugano Financial Advisors SA (LFA)
Switzerland
$2.38M +$2.38M +47,079 New
CC
202
Courier Capital
New York
$2.36M +$12.5K +245 +0.5%
SWP
203
Stratos Wealth Partners
Ohio
$2.34M +$1.01M +19,751 +76%
AF
204
Advisornet Financial
Minnesota
$2.27M -$4.39K -86 -0.2%
LPT
205
Legacy Private Trust
Wisconsin
$2.26M -$234K -4,579 -9%
SWM
206
Segment Wealth Management
Texas
$2.13M +$296K +5,805 +16%
SCA
207
STALEY CAPITAL ADVISERS
Pennsylvania
$2.1M -$58.6K -1,150 -3%
CG
208
Colony Group
Massachusetts
$2.08M -$115K -2,250 -5%
CPP
209
Crow Point Partners
Massachusetts
$2.08M +$563K +11,050 +37%
VC
210
Vicus Capital
Pennsylvania
$2.06M +$9.43K +185 +0.5%
Bank of Nova Scotia
211
Bank of Nova Scotia
Ontario, Canada
$2.03M +$2.03M +39,600 New
AWM
212
Altavista Wealth Management
North Carolina
$1.99M -$15.3K -299 -0.8%
FAM
213
Foothills Asset Management
Arizona
$1.99M +$1.24M +24,244 +165%
CL
214
CPWM LLC
Washington
$1.97M – – –
ACM
215
AlphaStar Capital Management
North Carolina
$1.97M +$1.43M +28,101 +267%
LG
216
LaFleur & Godfrey
Michigan
$1.96M -$29.8K -585 -2%
PA
217
Perennial Advisors
New York
$1.96M +$195K +3,825 +11%
MIH
218
Meitav Investment House
Israel
$1.94M -$304K -4,705 -14%
WP
219
WealthPLAN Partners
Nebraska
$1.87M -$41.8K -819 -2%
BP
220
Ballentine Partners
Massachusetts
$1.87M – – –
OAM
221
Occidental Asset Management
California
$1.84M +$420K +8,232 +30%
Baird Financial Group
222
Baird Financial Group
Wisconsin
$1.76M +$89.6K +1,758 +5%
TD Asset Management
223
TD Asset Management
Ontario, Canada
$1.73M +$355K +7,063 +26%
FA
224
Fortis Advisors
Pennsylvania
$1.72M +$208K +4,078 +14%
I
225
IberiaBank
Louisiana
$1.68M -$17.3K -340 -1%
7 8
9
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