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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 %
Fidelity Investments
301
Fidelity Investments
Massachusetts
$247K -$55.9M -1,098,239 -100%
PWMAG
302
Pinnacle Wealth Management Advisory Group
New Jersey
$246K – – –
LFAS
303
Level Four Advisory Services
Texas
$246K – – –
AP
304
Appleton Partners
Massachusetts
$245K +$762 +15 +0.3%
Bessemer Group
305
Bessemer Group
New Jersey
$244K +$244K +4,800 New
CIM
306
Confluence Investment Management
Missouri
$242K – – –
WP
307
WealthSource Partners
California
$238K +$12.1K +237 +5%
AFP
308
Ausdal Financial Partners
Iowa
$237K -$22.1K -434 -9%
NL
309
NVWM LLC
Pennsylvania
$232K +$232K +4,563 New
Northwestern Mutual Wealth Management
310
Northwestern Mutual Wealth Management
Wisconsin
$230K +$18.1K +355 +9%
1WA
311
180 Wealth Advisors
Washington
$223K +$223K +4,395 New
Mariner
312
Mariner
Kansas
$217K -$77.2K -1,520 -26%
BWA
313
BDO Wealth Advisors
Florida
$215K – – –
CCM
314
Coldstream Capital Management
Washington
$214K +$214K +4,204 New
MHS
315
M Holdings Securities
Oregon
$210K -$47.5K -934 -18%
UWM
316
USAdvisors Wealth Management
Minnesota
$210K +$210K +4,125 New
SBIA
317
Sheaff Brock Investment Advisors
Indiana
$203K – – –
WA
318
Waverly Advisors
Alabama
$203K +$203K +4,000 New
FA
319
Fortis Advisors
Pennsylvania
$202K -$85.6K -1,685 -30%
FHB
320
First Hawaiian Bank
Hawaii
$202K +$202K +3,981 New
EDRIA
321
Edmonds Duncan Registered Investment Advisors
Kansas
$200K – – –
CFA
322
Camarda Financial Advisors
Florida
$196K -$117K -2,302 -37%
IP
323
Intellectus Partners
California
$192K – – –
SWP
324
Stratos Wealth Partners
Ohio
$188K +$188K +3,705 New
YWP
325
YorkBridge Wealth Partners
New York
$184K -$25.5K -500 -12%
11 12
13
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