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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 %
PWM
376
Paulson Wealth Management
Illinois
$8K +$8K +161 New
PK
377
Pflug Koory
Nebraska
$6K – – –
PSW
378
Portfolio Strategies (Washington)
Washington
$5K – – –
AAP
379
Arax Advisory Partners
Colorado
$5K – – –
PFSC
380
Peoples Financial Services Corp
Pennsylvania
$4K – – –
ACM
381
Aviance Capital Management
Florida
$3K -$2K -42 -40%
LWA
382
Lowe Wealth Advisors
Maryland
$3K – – –
CAC
383
Certified Advisory Corp
Florida
$3K +$3K +62 New
FHA
384
First Horizon Advisors
Tennessee
$3K +$3K +68 New
VCM
385
Virtue Capital Management
Tennessee
$2K +$2K +44 New
NC
386
NewSquare Capital
Pennsylvania
$1K -$2K -30 -67%
TFA
387
Transamerica Financial Advisors
Florida
$1K – – –
IP
388
Isthmus Partners
Wisconsin
$1K +$1K +13 New
SP
389
SWS Partners
Ohio
$1K +$1K +17 New
BHB
390
Bank Hapoalim BM
Israel
$139 -$382 -7,530 -73%
PCG
391
Private Capital Group
Connecticut
$61 +$61 +796 New
AllianceBernstein
392
AllianceBernstein
Tennessee
– -$53.9M -1,058,400 Closed
CCA
393
Conservest Capital Advisors
Pennsylvania
– -$16.7M -327,908 Closed
PP
394
Prudential plc
United Kingdom
– -$6.38M -125,315 Closed
SG Americas Securities
395
SG Americas Securities
New York
– -$3.13M -61,401 Closed
WB
396
WesBanco Bank
West Virginia
– -$2.9M -56,954 Closed
HFS
397
HL Financial Services
Kentucky
– -$2.16M -42,439 Closed
AP
398
Advisors Preferred
Maryland
– -$1.81M -35,520 Closed
Northern Trust
399
Northern Trust
Illinois
– -$11K -20,722 Closed
ICOA
400
Investment Centers of America
North Dakota
– -$1.05M -20,602 Closed
13 14 15
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