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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 %
NEAM
326
New England Asset Management
Connecticut
$178K +$178K +3,500 New
BBA
327
Braun-Bostich & Associates
Pennsylvania
$169K +$169K +3,333 New
ED
328
Exane Derivatives
France
$153K +$153K +3,011 New
CCM
329
Covington Capital Management
California
$140K – – –
PG
330
Patten Group
Tennessee
$131K -$5.08K -100 -4%
GWM
331
Geneos Wealth Management
Colorado
$130K +$34.2K +674 +36%
PGWM
332
Parisi Gray Wealth Management
New Jersey
$130K +$130K +2,552 New
HCM
333
Highlander Capital Management
New Jersey
$127K -$86.4K -1,700 -40%
WIM
334
Westside Investment Management
California
$120K – – –
SIAP
335
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$102K +$53.9K +1,057 +112%
GRP
336
Global Retirement Partners
California
$90K – – –
IWM
337
IHT Wealth Management
Illinois
$78K +$72.9K +1,437 +1,437%
APSP
338
Asset Planning Services (Pennsylvania)
Pennsylvania
$62K +$256 +5 +0.4%
FRA
339
Front Row Advisors
California
$60K +$60K +1,174 New
SPIA
340
Steward Partners Investment Advisory
New York
$52K +$9.68K +194 +23%
BRC
341
Bell Rock Capital
Delaware
$51K +$16K +321 +46%
SWA
342
Sutton Wealth Advisors
Florida
$49.1K – – –
PCTC
343
Perkins Coie Trust Company
Washington
$49K – – –
IF
344
Ironwood Financial
Arizona
$48K -$1.53K -30 -3%
HDIM
345
Hanson & Doremus Investment Management
Vermont
$48K – – –
PFBT
346
Parkside Financial Bank & Trust
Missouri
$46K +$46K +900 New
VFA
347
Valeo Financial Advisors
Indiana
$43K +$43K +845 New
AFNAS
348
American Financial Network Advisory Services
California
$41K +$41K +811 New
MA
349
MCF Advisors
Kentucky
$38K -$93K -1,848 -71%
PVH
350
Psagot Value Holdings
Israel
$38K +$38K +745 New
12 13
14
15 16