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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 %
SP
301
Sarasin & Partners
United Kingdom
$1.26M – – –
RA
302
RFG Advisory
Alabama
$1.24M +$493K +9,775 +66%
CA
303
Calton & Associates
Florida
$1.23M +$289K +5,743 +31%
OFG
304
OmniStar Financial Group
North Carolina
$1.22M +$36.5K +724 +3%
FFG
305
Frisch Financial Group
New York
$1.22M +$1.22M +24,168 New
MLM
306
Mount Lucas Management
Pennsylvania
$1.18M -$176K -3,494 -13%
PGA
307
Premia Global Advisors
Florida
$1.16M +$1.16M +22,950 New
SCC
308
Spring Creek Capital
Kansas
$1.15M -$16.7K -332 -1%
WSCM
309
Wellington Shields Capital Management
New York
$1.15M +$853K +16,950 +285%
KWM
310
Kingsview Wealth Management
Oregon
$1.15M +$13.3K +265 +1%
EWM
311
Edge Wealth Management
New York
$1.14M +$151K +3,001 +15%
SFG
312
StrategIQ Financial Group
Indiana
$1.13M +$142K +2,816 +14%
CT
313
Coastline Trust
Rhode Island
$1.1M +$821K +16,300 +295%
BTNA
314
Bremer Trust National Association
Minnesota
$1.08M -$191K -3,790 -15%
BPB
315
Badgley, Phelps & Bell
Washington
$1.07M -$13.8M -274,156 -93%
CCG
316
Cypress Capital Group
Florida
$1.07M +$338K +6,705 +46%
MM
317
Meridian Management
Arkansas
$1.03M – – –
FA
318
Forefront Analytics
Pennsylvania
$1.01M +$498K +9,889 +98%
1WA
319
180 Wealth Advisors
Washington
$1.01M -$15.7K -308 -2%
CL
320
CPWM LLC
Washington
$960K -$735K -14,591 -43%
SCM
321
SOL Capital Management
Maryland
$957K – – –
RJT
322
Raymond James Trust
Florida
$946K +$246K +4,876 +35%
WPC
323
White Pine Capital
Minnesota
$933K +$36.6K +727 +4%
FUBT
324
First United Bank & Trust
Maryland
$923K +$101K +2,013 +12%
BRWA
325
B. Riley Wealth Advisors
Florida
$914K -$2.92M -57,972 -76%
11 12
13
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