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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 %
FHA
351
Flagship Harbor Advisors
Massachusetts
$687K +$313K +6,215 +84%
BFA
352
Beaumont Financial Advisors
Massachusetts
$684K +$46.5K +924 +7%
CAM
353
Concorde Asset Management
Michigan
$678K -$465K -9,225 -41%
NFG
354
Nations Financial Group
Iowa
$665K +$2.82K +56 +0.4%
WP
355
WealthSource Partners
California
$658K +$658K +13,070 New
WP
356
WealthPLAN Partners
Nebraska
$656K -$217K -4,276 -25%
FPFS
357
First Personal Financial Services
North Carolina
$656K +$2.22K +44 +0.3%
HIC
358
Holderness Investments Company
North Carolina
$653K +$37.7K +750 +6%
Fifth Third Bancorp
359
Fifth Third Bancorp
Ohio
$651K +$12.5K +248 +2%
SEIA
360
Signature Estate & Investment Advisors
California
$649K +$649K +12,887 New
RT
361
Rockland Trust
Massachusetts
$647K +$647K +12,848 New
BHB
362
Bank Hapoalim BM
Israel
$646K – – –
WI
363
Wintrust Investments
Illinois
$634K +$83.3K +1,656 +15%
MAU
364
MRA Associates USA
Arizona
$632K +$632K +12,546 New
CAL
365
Capital Advisors Ltd
Ohio
$630K +$50.3K +1,000 +9%
FHC
366
First Heartland Consultants
Missouri
$630K +$211K +4,181 +50%
MHS
367
M Holdings Securities
Oregon
$620K +$224K +4,447 +57%
BAS
368
Brown Advisory Securities
Maryland
$612K -$885K -17,650 -59%
BBA
369
Braun-Bostich & Associates
Pennsylvania
$601K -$23.6K -469 -4%
GVAG
370
Great Valley Advisor Group
Delaware
$599K +$599K +11,887 New
AP
371
Advisors Preferred
Maryland
$594K -$99.2K -1,970 -14%
HCM
372
Hollencrest Capital Management
California
$590K +$327K +6,485 +124%
CCM
373
Covington Capital Management
California
$584K +$352K +7,000 +152%
KWA
374
KCS Wealth Advisory
California
$582K +$363K +7,200 +165%
GRP
375
Global Retirement Partners
California
$573K +$240K +4,760 +72%
13 14
15
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