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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 %
W
251
WealthShield
North Carolina
$494K +$494K +9,717 New
NDSI
252
Newman Dignan & Sheerar Inc
Rhode Island
$493K +$1.93K +38 +0.4%
CAL
253
Capital Advisors Ltd
Ohio
$483K +$49.8K +981 +12%
WI
254
WrapManager Inc
California
$472K -$8.33K -164 -2%
CNBT
255
Canandaigua National Bank & Trust
New York
$465K – – –
AWA
256
Arete Wealth Advisors
Illinois
$465K +$102K +2,000 +28%
Cetera Investment Advisers
257
Cetera Investment Advisers
Illinois
$464K -$7.27K -143 -2%
BPCE
258
Bank Pictet & Cie (Europe)
Germany
$463K – – –
RA
259
RFG Advisory
Alabama
$441K -$22.9K -450 -5%
LYV
260
Live Your Vision
Pennsylvania
$434K +$376K +7,400 +654%
GC
261
Garde Capital
Washington
$432K – – –
NAM
262
NTV Asset Management
West Virginia
$432K +$50.8K +1,000 +13%
IH
263
IFC Holdings
Florida
$415K -$35K -690 -8%
IFA
264
Interactive Financial Advisors
Illinois
$395K +$4.72K +93 +1%
Comerica Bank
265
Comerica Bank
Texas
$393K -$165K -3,244 -30%
HCA
266
Harbour Capital Advisors
Virginia
$381K +$381K +7,501 New
WTC
267
WhitTier Trust Company
Nevada
$376K – – –
RWP
268
RWA Wealth Partners
Massachusetts
$360K -$4.73K -93 -1%
M&T Bank
269
M&T Bank
New York
$355K +$54.1K +1,066 +18%
GCA
270
Guardian Capital Advisors
Ontario, Canada
$354K +$30.6K +600 +9%
LFG
271
LifePlan Financial Group
Ohio
$349K – – –
MA
272
Mutual Advisors
Nebraska
$344K +$344K +6,766 New
HSA
273
HBK Sorce Advisory
Pennsylvania
$341K -$4.33K -85 -1%
OLA
274
Oliver Luxxe Assets
New Jersey
$339K +$9.77K +192 +3%
OAM
275
Occidental Asset Management
California
$338K -$8.74K -172 -3%
9 10
11
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