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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 %
3C
376
361 Capital
Colorado
$570K -$327K -6,486 -36%
PFA
377
Pettinga Financial Advisors
Indiana
$566K +$566K +11,241 New
MIM
378
Macroview Investment Management
Maryland
$565K -$131K -2,599 -19%
SMG
379
Smart Money Group
Texas
$563K -$7.86K -156 -1%
CPP
380
Crow Point Partners
Massachusetts
$559K – – –
BWAM
381
Boyd Watterson Asset Management
Ohio
$558K -$119K -2,355 -18%
F
382
F3Logic
Minnesota
$556K -$112K -2,229 -17%
NEAM
383
New England Asset Management
Connecticut
$554K +$378K +7,500 +214%
AIP
384
Almanack Investment Partners
Pennsylvania
$553K +$2.77K +55 +0.5%
VAG
385
VisionPoint Advisory Group
Texas
$549K +$549K +10,894 New
LFAS
386
Level Four Advisory Services
Texas
$548K +$256K +5,085 +88%
WP
387
WealthShield Partners
North Carolina
$539K +$28.4K +564 +6%
CIA
388
Capital Investment Advisors
Georgia
$531K +$176K +3,486 +49%
NB
389
Northwest Bancshares
Pennsylvania
$530K -$65.6K -1,303 -11%
PCM
390
Peak Capital Management
Colorado
$525K +$283K +5,614 +117%
BWCS
391
Beirne Wealth Consulting Services
Connecticut
$521K +$521K +10,354 New
SAM
392
Shamrock Asset Management
Texas
$516K +$23K +457 +5%
WT
393
Whittier Trust
California
$512K -$32K -635 -6%
GWM
394
Geneos Wealth Management
Colorado
$507K +$226K +4,505 +81%
LTI
395
Laffer Tengler Investments
Tennessee
$497K -$95.6K -1,898 -16%
MA
396
Mutual Advisors
Nebraska
$493K -$11.3M -224,958 -96%
NL
397
NVWM LLC
Pennsylvania
$485K +$17.2K +341 +4%
MIH
398
Meitav Investment House
Israel
$482K +$45.1K +1,117 +10%
MSAM
399
Moloney Securities Asset Management
Missouri
$478K -$24.4K -484 -5%
IA
400
IFG Advisory
Georgia
$470K -$94.3K -1,874 -17%
14 15
16
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