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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 %
First Trust Advisors
426
First Trust Advisors
Illinois
$342K +$67.2K +1,333 +24%
WTC
427
WhitTier Trust Company
Nevada
$340K +$9.02K +179 +3%
MFG
428
Magnus Financial Group
New York
$336K +$336K +6,671 New
MC
429
Moors & Cabot
Massachusetts
$331K -$5.04K -100 -2%
NAM
430
NTV Asset Management
West Virginia
$327K – – –
HSA
431
HBK Sorce Advisory
Pennsylvania
$325K -$3.73K -74 -1%
CMI
432
Clare Market Investments
Texas
$325K +$325K +6,450 New
FFA
433
First Foundation Advisors
California
$321K -$15.9K -316 -5%
FF
434
Friedenthal Financial
New Jersey
$320K -$3.62M -71,843 -92%
SC
435
Stratford Consulting
Texas
$316K +$316K +6,272 New
WF
436
Welch & Forbes
Massachusetts
$315K – – –
BRC
437
Bell Rock Capital
Delaware
$313K +$71K +1,412 +29%
FCA
438
FLC Capital Advisors
California
$312K +$312K +6,200 New
HFS
439
Haverford Financial Services
Pennsylvania
$304K -$554 -11 -0.2%
PI
440
Pathlight Investors
Arizona
$303K +$303K +6,015 New
AWM
441
AE Wealth Management
Kansas
$297K -$1.45M -28,776 -83%
AFP
442
Ausdal Financial Partners
Iowa
$293K -$42K -833 -13%
LF
443
Lee Financial
Texas
$291K -$26.9K -533 -8%
TF
444
Trek Financial
Arizona
$286K +$286K +5,671 New
CFA
445
Capstone Financial Advisors
Illinois
$286K +$286K +5,689 New
VNB
446
Virginia National Bank
Virginia
$284K – – –
PWMG
447
Prestige Wealth Management Group
New Jersey
$282K +$282K +5,600 New
SB
448
Strategic Blueprint
Georgia
$277K +$277K +5,506 New
CWS
449
Cypress Wealth Services
California
$272K +$31.4K +624 +13%
PHS
450
Pekin Hardy Strauss
Illinois
$271K +$1.01K +20 +0.4%
16 17
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