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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 %
Bank of America
1
Bank of America
North Carolina
$955M +$158M +3,101,282 +20%
Wells Fargo
2
Wells Fargo
California
$322M +$76.9M +1,507,882 +31%
UBS Group
3
UBS Group
Switzerland
$196M +$41.3M +809,363 +27%
Morgan Stanley
4
Morgan Stanley
New York
$193M +$19.3M +379,237 +11%
FI
5
FormulaFolio Investments
Michigan
$193M +$164M +3,221,272 +581%
Ameriprise
6
Ameriprise
Minnesota
$162M +$32.8M +644,082 +25%
CFIA
7
Cantor Fitzgerald Investment Advisors
New York
$155M -$9.83M -192,732 -6%
AA
8
Alesco Advisors
New York
$124M -$11.7M -229,806 -9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$118M +$32.9M +644,781 +39%
BS
10
Banco Santander
Spain
$109M +$31.2M +612,423 +40%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$99.4M +$3.8M +74,496 +4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$85.2M +$9.15M +179,425 +12%
US Bancorp
13
US Bancorp
Minnesota
$81.6M +$23.3M +456,199 +40%
MCM
14
MV Capital Management
Maryland
$71M +$6.59M +129,288 +10%
LPL Financial
15
LPL Financial
California
$69.1M +$32.2M +631,520 +87%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$67.5M +$10.3M +201,578 +18%
RJA
17
Raymond James & Associates
Florida
$59.5M +$17.4M +342,064 +41%
JIR
18
James Investment Research
Ohio
$57.4M -$1.97M -38,662 -3%
BlackRock
19
BlackRock
New York
$56.7M +$14.2M +278,571 +33%
DC
20
Davenport & Co
Virginia
$56.1M +$5.52M +108,290 +11%
Goldman Sachs
21
Goldman Sachs
New York
$55.5M +$755K +14,801 +1%
Prudential Financial
22
Prudential Financial
New Jersey
$54.5M +$23.8M +467,123 +78%
RIG
23
RiverFront Investment Group
Virginia
$52.9M +$26.3M +515,659 +99%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$51.6M +$8.64M +169,432 +20%
SR
25
Swiss Re
Switzerland
$51M – – –
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