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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 %
Bank of America
1
Bank of America
North Carolina
$795M +$133M +2,621,066 +20%
Wells Fargo
2
Wells Fargo
California
$245M +$88M +1,726,909 +56%
Morgan Stanley
3
Morgan Stanley
New York
$173M -$39.2M -770,623 -18%
CFIA
4
Cantor Fitzgerald Investment Advisors
New York
$164M +$80.3M +1,576,294 +96%
UBS Group
5
UBS Group
Switzerland
$154M +$11.7M +230,116 +8%
AA
6
Alesco Advisors
New York
$136M -$59.7K -1,172 -0%
Ameriprise
7
Ameriprise
Minnesota
$129M +$21.3M +417,282 +20%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$95.5M +$4.99M +98,006 +6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$84.9M +$29.6M +580,556 +53%
BS
10
Banco Santander
Spain
$77.6M +$76.9M +1,510,800 +11,992%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$75.9M +$42M +824,367 +124%
MCM
12
MV Capital Management
Maryland
$64.4M +$6.62M +129,950 +11%
JIR
13
James Investment Research
Ohio
$59.3M -$1.07M -21,057 -2%
US Bancorp
14
US Bancorp
Minnesota
$58.3M +$24.2M +474,463 +71%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$57.1M +$31.6M +620,260 +124%
Goldman Sachs
16
Goldman Sachs
New York
$54.7M +$22.7M +446,326 +71%
SR
17
Swiss Re
Switzerland
$50.9M – – –
DC
18
Davenport & Co
Virginia
$50.5M +$6.36M +124,832 +14%
VA
19
Valmark Advisers
Ohio
$48.4M +$903K +17,739 +2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$42.9M +$3.32M +65,099 +8%
BlackRock
21
BlackRock
New York
$42.4M -$16.3M -319,631 -28%
RJA
22
Raymond James & Associates
Florida
$42M +$14.6M +286,260 +53%
WCM
23
Windham Capital Management
Massachusetts
$39.7M +$17.5M +344,359 +79%
LPL Financial
24
LPL Financial
California
$36.9M +$3.37M +66,230 +10%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$34M +$523K +10,273 +2%
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