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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 %
MWP
276
MYCIO Wealth Partners
Pennsylvania
$328K – – –
SBWM
277
Sunflower Bank Wealth Management
Arizona
$327K +$327K +6,430 New
KWA
278
KCS Wealth Advisory
California
$323K +$323K +6,349 New
CAM
279
Concorde Asset Management
Michigan
$322K -$263K -5,169 -45%
WF
280
Welch & Forbes
Massachusetts
$318K – – –
SGCA
281
Steel Grove Capital Advisors
Tennessee
$317K – – –
CWM
282
Cornerstone Wealth Management
Missouri
$313K -$4.87K -96 -2%
FFA
283
First Foundation Advisors
California
$308K +$1.68K +33 +0.5%
MC
284
Mathes Company
New York
$305K – – –
WSCM
285
Wellington Shields Capital Management
New York
$302K – – –
AWM
286
AE Wealth Management
Kansas
$299K +$299K +5,876 New
CTA
287
Chesley Taft & Associates
Illinois
$297K +$10.2K +200 +4%
First Trust Advisors
288
First Trust Advisors
Illinois
$292K +$36.8K +725 +14%
AIM
289
Advantage Investment Management
Iowa
$288K -$53.4K -1,050 -16%
VNA
290
VNBTrust National Association
Virginia
$280K – – –
SEI Investments
291
SEI Investments
Pennsylvania
$274K +$29.3K +576 +12%
BFA
292
Beaumont Financial Advisors
Massachusetts
$273K -$65K -1,278 -19%
OFG
293
OmniStar Financial Group
North Carolina
$273K +$273K +5,378 New
SMG
294
Smart Money Group
Texas
$267K +$267K +5,248 New
TDC
295
Thompson Davis & Co
Virginia
$265K +$63.5K +1,252 +32%
FDCDDQ
296
Federation des caisses Desjardins du Quebec
Quebec, Canada
$265K +$89.6K +1,764 +51%
MLIC
297
Mandatum Life Insurance Company
Finland
$257K – – –
AIP
298
Ameritas Investment Partners
Nebraska
$256K -$6.43K -105 -2%
DWM
299
Dynasty Wealth Management
Florida
$255K +$255K +5,014 New
BW
300
Bison Wealth
Georgia
$250K -$4.52K -89 -2%
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