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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 %
IDA
451
Intelligence Driven Advisers
California
$269K +$269K +5,350 New
GLA
452
Good Life Advisors
Pennsylvania
$267K +$11K +218 +4%
PWPS
453
Pinnacle Wealth Planning Services
Ohio
$263K +$263K +5,227 New
FGC
454
Financial Gravity Companies
Texas
$260K +$260K +5,120 New
ACP
455
Aviance Capital Partners
Florida
$254K +$254K +5,054 New
CLOS
456
Compagnie Lombard Odier SCmA
Switzerland
$249K +$10.1K +200 +4%
PPP
457
Private Portfolio Partners
New Jersey
$246K +$246K +4,894 New
IWM
458
IHT Wealth Management
Illinois
$245K -$40.6K -807 -14%
SFP
459
Shepherd Financial Partners
Massachusetts
$245K -$2.24K -44 -0.9%
CIAS
460
Capital Investment Advisory Services
North Carolina
$243K +$243K +4,821 New
ACM
461
Allred Capital Management
Texas
$243K +$243K +4,834 New
MIH
462
Madison Investment Holdings
Wisconsin
$241K -$1.35M -26,901 -85%
BFEC
463
Benjamin F. Edwards & Company
Missouri
$239K -$834K -16,580 -78%
CIM
464
Confluence Investment Management
Missouri
$239K – – –
JHCP
465
Jackson Hole Capital Partners
Oklahoma
$237K +$237K +4,700 New
TW
466
Towerpoint Wealth
California
$233K -$169K -3,355 -42%
SEI Investments
467
SEI Investments
Pennsylvania
$233K +$233K +4,599 New
CFG
468
Cooper Financial Group
California
$231K +$231K +4,581 New
KJHP
469
K.J. Harrison & Partners
Ontario, Canada
$229K +$229K +4,550 New
GCA
470
Guardian Capital Advisors
Ontario, Canada
$221K -$6.57K -130 -3%
ED
471
Exane Derivatives
France
$220K -$3.12K -62 -1%
AWA
472
Arete Wealth Advisors
Illinois
$219K +$219K +4,341 New
AW
473
ACG Wealth
Georgia
$215K +$215K +4,274 New
AP
474
Appleton Partners
Massachusetts
$209K -$11.1K -220 -5%
MYIA
475
Mount Yale Investment Advisors
Colorado
$209K +$116K +2,291 +126%
17 18
19
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