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iShares Floating Rate Bond ETF
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Overview Fund Activity

392 hedge funds and large institutions have $3.57B invested in iShares Floating Rate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 148 increasing their positions, 103 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
+58
Holders Change %
+17.37%
% of All Funds
8.9%
Holding in Top 10
35
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.67%
% of All Funds
0.79%
New
87
Increased
148
Reduced
103
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$108M
2
Bank of America
Bank of America
North Carolina
$660M
3
GC
Grimes & Company
Massachusetts
$53M
4
CS
Credit Suisse
Switzerland
$39.5M
5
VA
Valmark Advisers
Ohio
$47.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$247K
2
AllianceBernstein
AllianceBernstein
Tennessee
$0
3
AssetMark Inc
AssetMark Inc
California
$20M
4
Morgan Stanley
Morgan Stanley
New York
$212M
5
CCA
Conservest Capital Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VAIA
226
Virtus Alternative Investment Advisers
Connecticut
$673K +$673K +13,250 New
Baird Financial Group
227
Baird Financial Group
Wisconsin
$669K +$242K +4,768 +57%
Fifth Third Bancorp
228
Fifth Third Bancorp
Ohio
$660K – – –
ACM
229
Alethea Capital Management
Washington
$645K -$15.9K -313 -2%
BS
230
Banco Santander
Spain
$640K – – –
CAAS
231
Capital Asset Advisory Services
Michigan
$634K – – –
SS
232
Simplicity Solutions
Minnesota
$631K +$244K +4,815 +63%
I
233
IberiaBank
Louisiana
$629K +$629K +12,377 New
HCM
234
Hollencrest Capital Management
California
$619K +$250K +4,912 +68%
KBFS
235
Kohmann Bosshard Financial Services
Ohio
$613K -$894K -17,596 -59%
PA
236
Pinnacle Associates
New York
$606K +$51 +1 +0%
SCA
237
Snowden Capital Advisors
New York
$599K -$207K -4,083 -26%
Deutsche Bank
238
Deutsche Bank
Germany
$596K +$596K +11,747 New
TW
239
Towerpoint Wealth
California
$585K +$585K +11,515 New
VCWA
240
Vanguard Capital Wealth Advisors
Colorado
$584K +$584K +11,496 New
FUBT
241
First United Bank & Trust
Maryland
$576K +$127K +2,492 +28%
WAM
242
Weatherly Asset Management
California
$575K +$132K +2,600 +30%
Manulife (Manufacturers Life Insurance)
243
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$566K +$160K +3,153 +39%
HTC
244
Haverford Trust Company
Pennsylvania
$547K +$547K +10,758 New
LTI
245
Laffer Tengler Investments
Tennessee
$545K -$37.3K -733 -6%
AA
246
Ancora Advisors
Ohio
$526K -$254K -5,000 -33%
HS
247
Horan Securities
United States
$514K +$7.29K +143 +1%
CFMC
248
Curbstone Financial Management Corp
New Hampshire
$508K -$813K -16,000 -62%
OAM
249
Oak Asset Management
California
$506K +$506K +9,950 New
WP
250
WealthShield Partners
North Carolina
$494K +$494K +9,717 New
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