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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 %
TA
401
Tiedemann Advisors
New York
$470K +$3.02K +60 +0.6%
FNT
402
First National Trust
Pennsylvania
$453K +$453K +8,992 New
WI
403
WrapManager Inc
California
$447K -$10.3K -204 -2%
AA
404
Ancora Advisors
Ohio
$440K +$352 +7 +0.1%
WA
405
Wealthstar Advisors
Texas
$431K +$504 +10 +0.1%
GC
406
Garde Capital
Washington
$428K – – –
BCI
407
Brinker Capital Investments
Pennsylvania
$420K +$269K +5,350 +179%
AIM
408
Astor Investment Management
Illinois
$419K +$151K +3,006 +56%
SIA
409
Strategic Investment Advisors
Michigan
$414K +$414K +8,229 New
CMBA
410
C.M. Bidwell & Associates
Hawaii
$413K -$160K -3,180 -28%
Northwestern Mutual Wealth Management
411
Northwestern Mutual Wealth Management
Wisconsin
$413K +$98.1K +1,949 +31%
CBFP
412
Cedar Brook Financial Partners
Ohio
$413K +$413K +8,198 New
PSUF
413
People's United Financial
Connecticut
$402K -$100K -1,989 -20%
SS
414
Simplicity Solutions
Minnesota
$399K -$2.31M -45,953 -85%
CWM
415
Connecticut Wealth Management
Connecticut
$398K +$2.77K +55 +0.7%
EDRH
416
Edmond de Rothschild Holding
Switzerland
$395K -$3.36M -66,700 -89%
GCA
417
Gradient Capital Advisors
California
$395K +$395K +7,840 New
AAS
418
Avantax Advisory Services
Texas
$391K +$391K +7,841 New
EIP
419
Ellis Investment Partners
Pennsylvania
$389K +$389K +3,126 New
FNC
420
First National Corp
Massachusetts
$387K +$387K +7,680 New
RCG
421
Ruggie Capital Group
Florida
$383K +$123K +2,450 +48%
GCMG
422
Gyroscope Capital Management Group
Florida
$375K +$115K +2,276 +44%
SFA
423
Semmax Financial Advisors
North Carolina
$373K +$373K +7,414 New
BC
424
Brio Consultants
California
$371K +$371K +7,369 New
MWP
425
MYCIO Wealth Partners
Pennsylvania
$350K -$206K -4,080 -37%
15 16
17
18 19