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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 %
SCM
401
SOL Capital Management
Maryland
– -$968K -19,000 Closed
NPC
402
National Planning Corporation
California
– -$760K -14,913 Closed
APP
403
Avantax Planning Partners
Iowa
– -$705K -13,834 Closed
TAT
404
TD Ameritrade Trust
Colorado
– -$607K -11,922 Closed
BAM
405
Belpointe Asset Management
Nevada
– -$344K -6,748 Closed
PCA
406
Private Capital Advisors
Connecticut
– -$290K -5,700 Closed
SFA
407
Sequoia Financial Advisors
Ohio
– -$287K -5,632 Closed
GS
408
Girard Securities
California
– -$275K -5,400 Closed
MSAM
409
Moloney Securities Asset Management
Missouri
– -$227K -4,466 Closed
KA
410
Klingman & Associates
New York
– -$225K -4,421 Closed
Thrivent Financial for Lutherans
411
Thrivent Financial for Lutherans
Minnesota
– -$170K -3,346 Closed
NFG
412
Next Financial Group
Texas
– -$91K -1,785 Closed
BF
413
BOK Financial
Oklahoma
– -$51K -1,000 Closed
CAPTRUST Financial Advisors
414
CAPTRUST Financial Advisors
North Carolina
– -$19K -365 Closed
WAP
415
Wealthcare Advisory Partners
Pennsylvania
– -$12K -238 Closed
AIS
416
Accurate Investment Solutions
Pennsylvania
– -$11K -207 Closed
CFA
417
Carroll Financial Associates
North Carolina
– -$2K -45 Closed
RFM
418
Royal Fund Management
Florida
– -$1K -29 Closed
RA
419
Rational Advisors
New York
– -$1K -10 Closed
13 14 15 16
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