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iShares Floating Rate Bond ETF
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Overview Fund Activity

564 hedge funds and large institutions have $6.65B invested in iShares Floating Rate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 204 increasing their positions, 187 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
+58
Holders Change %
+11.46%
% of All Funds
12.59%
Holding in Top 10
85
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+32.81%
% of All Funds
1.9%
New
120
Increased
204
Reduced
187
Closed
56
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DCM
DeGreen Capital Management
Arizona
+$71.4M
2
IA
IndexIQ Advisors
New York
+$64.6M
3
Verition Fund Management
Verition Fund Management
Connecticut
+$58.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$57.9M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$47.8M

Top Sellers

1
AMH
Apollo Management Holdings
New York
-$74M
2
Wells Fargo
Wells Fargo
California
-$55.8M
3
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$37.6M
4
CFIA
Cantor Fitzgerald Investment Advisors
New York
-$35.9M
5
MCM
MV Capital Management
Maryland
-$32.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
226
PFG Advisors
Arizona
$2.6M -$359K -7,085 -12%
DG
227
Delek Group
Israel
$2.59M -$993K -19,419 -28%
B
228
Bailard
California
$2.58M -$570K -11,310 -18%
PCP
229
Proficio Capital Partners
Massachusetts
$2.55M -$8.22M -163,255 -76%
AWM
230
Alterna Wealth Management
Texas
$2.55M +$2.55M +50,563 New
SAM
231
Securian Asset Management
Minnesota
$2.52M – – –
VHAM
232
Van Hulzen Asset Management
California
$2.51M +$2.51M +49,790 New
DWM
233
Dakota Wealth Management
Florida
$2.51M – – –
PL
234
Protective Life
Alabama
$2.5M – – –
LI
235
LVZ Inc
Michigan
$2.44M +$188K +3,732 +8%
PWMAG
236
Pinnacle Wealth Management Advisory Group
New Jersey
$2.42M -$493K -9,790 -17%
SPIA
237
Steward Partners Investment Advisory
New York
$2.38M -$720K -14,305 -23%
CAPTRUST Financial Advisors
238
CAPTRUST Financial Advisors
North Carolina
$2.34M +$2.32M +46,085 +12,626%
AF
239
Advisornet Financial
Minnesota
$2.33M +$93K +1,847 +4%
Comerica Bank
240
Comerica Bank
Texas
$2.3M -$2.92M -57,450 -56%
SWP
241
Stratos Wealth Partners
Ohio
$2.25M +$598K +11,876 +36%
CTC
242
Central Trust Company
Missouri
$2.24M +$367K +7,293 +20%
NA
243
Nottingham Advisors
New York
$2.24M – – –
TCM
244
Twin Capital Management
Pennsylvania
$2.22M -$230K -4,570 -9%
WA
245
Wilshire Advisors
California
$2.22M -$230K -4,570 -9%
EA
246
Efficient Advisors
Ohio
$2.22M -$212K -4,213 -9%
CS
247
Comerica Securities
Michigan
$2.21M -$157K -3,111 -7%
SB
248
Suntrust Banks
Georgia
$2.16M -$4.98M -98,778 -70%
SFS
249
Sowell Financial Services
Arkansas
$2.16M +$2.16M +42,904 New
IWC
250
Integrated Wealth Concepts
Massachusetts
$2.06M +$1.33M +26,478 +184%
8 9
10
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