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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 %
BAM
326
Berkshire Asset Management
Pennsylvania
$910K +$285K +5,666 +46%
CAN
327
Claraphi Advisory Network
United States
$873K +$873K +17,332 New
FCA
328
FinTrust Capital Advisors
South Carolina
$859K +$859K +17,061 New
MLIC
329
Mandatum Life Insurance Company
Finland
$855K – – –
Baird Financial Group
330
Baird Financial Group
Wisconsin
$851K -$291K -5,768 -25%
EDRIA
331
Edmonds Duncan Registered Investment Advisors
Kansas
$817K +$81.5K +1,618 +11%
AIM
332
Advantage Investment Management
Iowa
$808K -$1.41K -28 -0.2%
MAFM
333
Mid Atlantic Financial Management
Pennsylvania
$791K +$791K +15,705 New
WAM
334
Wealthspire Advisors (Maryland)
Maryland
$786K – – –
WAM
335
Weatherly Asset Management
California
$780K – – –
EWM
336
Elmwood Wealth Management
California
$779K +$15.1K +300 +2%
WBC
337
West Branch Capital
Massachusetts
$776K -$751K -14,914 -49%
NSG
338
Nalls Sherbakoff Group
Tennessee
$775K +$775K +15,385 New
UWM
339
USAdvisors Wealth Management
Minnesota
$756K -$4.58K -91 -0.6%
DWM
340
Darwin Wealth Management
Florida
$755K +$755K +14,978 New
VAIA
341
Virtus Alternative Investment Advisers
Connecticut
$754K – – –
CFMC
342
Curbstone Financial Management Corp
New Hampshire
$745K – – –
CCG
343
Ceeto Capital Group
Florida
$730K +$101K +2,000 +16%
M&T Bank
344
M&T Bank
New York
$728K +$352K +6,983 +93%
AIC
345
Ameritas Investment Company
Nebraska
$725K +$725K +14,391 New
CSA
346
Cottage Street Advisors
Massachusetts
$718K +$88.3K +1,752 +14%
LA
347
LVW Advisors
New York
$718K +$718K +14,255 New
CRC
348
Curi RMB Capital
Illinois
$710K -$687K -13,643 -49%
CIA
349
Choate Investment Advisors
Massachusetts
$708K +$708K +14,052 New
PAG
350
Pinnacle Advisory Group
Maryland
$688K -$1.93M -38,293 -74%
12 13
14
15 16