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iShares Floating Rate Bond ETF

547 hedge funds and large institutions have $5.68B invested in iShares Floating Rate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 173 increasing their positions, 260 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
-17
Holders Change %
-3.01%
% of All Funds
11.86%
Holding in Top 10
59
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-30.59%
% of All Funds
1.28%
New
51
Increased
173
Reduced
260
Closed
59
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.04B +$4.81M +94,434 +0.5%
Wells Fargo
2
Wells Fargo
California
$307M -$46.9M -921,480 -13%
Morgan Stanley
3
Morgan Stanley
New York
$286M +$27.7M +544,646 +11%
UBS Group
4
UBS Group
Switzerland
$237M +$9.37M +183,967 +4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$234M +$41.6M +817,065 +22%
Ameriprise
6
Ameriprise
Minnesota
$149M -$37.7M -738,460 -20%
US Bancorp
7
US Bancorp
Minnesota
$121M -$9.47M -185,946 -7%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$114M -$11.6M -227,674 -9%
BlackRock
9
BlackRock
New York
$108M -$39M -765,405 -27%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$91.8M -$3.2M -62,933 -3%
UCFA
11
United Capital Financial Advisors
Texas
$89M +$30.2M +592,921 +51%
LPL Financial
12
LPL Financial
California
$88.3M -$7.08M -139,041 -7%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$80.3M +$3.65M +71,696 +5%
DC
14
Davenport & Co
Virginia
$78.8M -$3.79M -74,502 -5%
Jane Street
15
Jane Street
New York
$78.8M +$64.1M +1,258,648 +436%
Goldman Sachs
16
Goldman Sachs
New York
$73.6M +$6.21M +122,037 +9%
CFIA
17
Cantor Fitzgerald Investment Advisors
New York
$71.4M -$14.3M -280,721 -17%
AssetMark Inc
18
AssetMark Inc
California
$64.4M +$37.5M +737,434 +140%
RJA
19
Raymond James & Associates
Florida
$64.2M -$3.14M -61,591 -5%
IA
20
IndexIQ Advisors
New York
$64.2M -$2.35M -46,153 -4%
AWS
21
AJ Wealth Strategies
New York
$53.9M +$4.13M +81,108 +8%
BOTW
22
Bank of the West
California
$52.2M -$1.48M -29,041 -3%
RIG
23
RiverFront Investment Group
Virginia
$50M -$34.5K -677 -0.1%
MCM
24
MV Capital Management
Maryland
$43.5M -$1.1M -21,703 -2%
BTS
25
BB&T Securities
Virginia
$41.2M -$2.02M -39,640 -5%