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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.

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
1
Ameriprise
Minnesota
$108M
2
Bank of America
2
Bank of America
North Carolina
$660M
3
GC
3
Grimes & Company
Massachusetts
$53M
4
CS
4
Credit Suisse
Switzerland
$39.5M
5
VA
5
Valmark Advisers
Ohio
$47.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$247K
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$0
3
AssetMark Inc
3
AssetMark Inc
California
$20M
4
Morgan Stanley
4
Morgan Stanley
New York
$212M
5
CCA
5
Conservest Capital Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$31.9M -$3.31M -65,218 -9%
CGH
27
Crossmark Global Holdings
Texas
$30.6M – – –
RJA
28
Raymond James & Associates
Florida
$27.4M +$9.14M +179,909 +50%
SPL
29
Smart Portfolios LLC
Washington
$25.9M -$157K -3,086 -0.6%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$25.5M +$1.06M +20,769 +4%
RVPG
31
Relative Value Partners Group
$25.4M +$1.72M +33,762 +7%
SF
32
Synovus Financial
Georgia
$24.9M +$368K +7,250 +2%
OH
33
Oikos Holdings
New York
$24.4M +$24.4M +480,315 New
CISOA
34
Capital Investment Services of America
Wisconsin
$24M +$454K +8,925 +2%
EB
35
Eastern Bank
Massachusetts
$23.3M +$124K +2,438 +0.5%
WCM
36
Windham Capital Management
Massachusetts
$22.1M -$224K -4,402 -1%
DWM
37
Destination Wealth Management
California
$21.2M +$316K +6,210 +2%
AssetMark Inc
38
AssetMark Inc
California
$20M -$43M -846,602 -68%
BFG
39
Beacon Financial Group
Texas
$20M -$783K -15,403 -4%
PAMU
40
Pictet Asset Management (UK)
United Kingdom
$18.8M +$8.09M +158,425 +76%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$17.3M +$2.26M +44,400 +15%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$16.8M -$1.88M -36,985 -10%
Prudential Financial
43
Prudential Financial
New Jersey
$16.7M -$178K -3,500 -1%
VCA
44
Verdence Capital Advisors
Maryland
$16.4M +$16.4M +322,534 New
LNC
45
Lincoln National Corp
Pennsylvania
$15.9M +$6.95M +136,718 +77%
DCM
46
DeGreen Capital Management
Arizona
$15.6M -$2.48M -48,773 -14%
PWAG
47
Polaris Wealth Advisory Group
California
$15.1M +$6.8M +133,883 +82%
IA
48
IndexIQ Advisors
New York
$14.8M +$8.82M +173,550 +148%
TC
49
Telemus Capital
Michigan
$14M +$6.05M +118,963 +76%
WCA
50
Westover Capital Advisors
Delaware
$13.8M +$2.95M +58,034 +27%
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