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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.

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
CFIA
1
Cantor Fitzgerald Investment Advisors
New York
$88.7M
2
AA
2
Alesco Advisors
New York
$123M
3
PP
3
Prudential plc
United Kingdom
$50.4M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$36.3M
5
AssetMark Inc
5
AssetMark Inc
California
$55.6M

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 Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$522M 10,242,608 +370,698 +4%
Morgan Stanley
2
Morgan Stanley
New York
$149M 2,916,497 +369,063 +14%
AA
3
Alesco Advisors
New York
$123M 2,412,663 +1,075,359 +80%
UBS Group
4
UBS Group
Switzerland
$121M 2,373,701 +417,381 +21%
Wells Fargo
5
Wells Fargo
California
$120M 2,366,445 -568,117 -19%
CFIA
6
Cantor Fitzgerald Investment Advisors
New York
$88.7M 1,741,646 +1,741,646 New
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$78.2M 1,535,449 +6,664 +0.4%
AssetMark Inc
8
AssetMark Inc
California
$55.6M 1,091,615 +492,769 +82%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$53.9M 1,058,461 +52,070 +5%
AllianceBernstein
10
AllianceBernstein
Tennessee
$53.9M 1,058,400 – –
MCM
11
MV Capital Management
Maryland
$52.6M 1,032,814 +95,868 +10%
JIR
12
James Investment Research
Ohio
$52.5M 1,030,672 -662 -0.1%
SR
13
Swiss Re
Switzerland
$50.9M 1,000,000 – –
PP
14
Prudential plc
United Kingdom
$50.4M 988,984 +988,984 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$45.8M 900,094 -408,174 -31%
Goldman Sachs
16
Goldman Sachs
New York
$42.7M 837,929 +263,205 +46%
DC
17
Davenport & Co
Virginia
$38.4M 754,567 +47,117 +7%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$36.3M 713,803 +647,441 +976%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$34M 667,162 -70,025 -9%
Ameriprise
20
Ameriprise
Minnesota
$33.5M 657,882 +5,507 +0.8%
DJSG
21
D.J. St. Germain
Massachusetts
$30.2M 592,925 +105,631 +22%
GLA
22
Great Lakes Advisors
Illinois
$29.1M 571,686 +27,013 +5%
LPL Financial
23
LPL Financial
California
$27.4M 537,809 -51,338 -9%
CISOA
24
Capital Investment Services of America
Wisconsin
$23.5M 460,934 +8,390 +2%
EB
25
Eastern Bank
Massachusetts
$23M 450,782 -1,700 -0.4%
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