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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
1
DeGreen Capital Management
Arizona
$308M
2
IA
2
IndexIQ Advisors
New York
$65.8M
3
Verition Fund Management
3
Verition Fund Management
Connecticut
$58.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$190M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$47.8M

Top Sellers

1
AMH
1
Apollo Management Holdings
New York
$0
2
Wells Fargo
2
Wells Fargo
California
$350M
3
WSTAM
3
Wilbanks Smith & Thomas Asset Management
Virginia
$43.3M
4
CFIA
4
Cantor Fitzgerald Investment Advisors
New York
$84.8M
5
MCM
5
MV Capital Management
Maryland
$44.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$47.8M -$1.9M -37,804 -4%
Mackenzie Financial
27
Mackenzie Financial
Ontario, Canada
$47.8M +$47.8M +949,342 New
MCM
28
MV Capital Management
Maryland
$44.1M -$32.6M -646,721 -42%
WSTAM
29
Wilbanks Smith & Thomas Asset Management
Virginia
$43.3M -$37.6M -747,342 -46%
BTS
30
BB&T Securities
Virginia
$42.8M +$649K +12,897 +2%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$42.7M +$13M +259,027 +44%
HFA
32
High Falls Advisors
New York
$37.6M +$37M +735,313 +6,361%
TC
33
Telemus Capital
Michigan
$36.5M +$19.9M +394,290 +119%
HTC
34
Haverford Trust Company
Pennsylvania
$34.6M +$2.18M +43,226 +7%
AWE
35
Avidian Wealth Enterprises
Texas
$34.4M +$239K +4,744 +0.7%
ST
36
Smithfield Trust
Pennsylvania
$33.9M +$17.7M +352,004 +109%
AG
37
Advisor Group
Arizona
$32.7M +$4.21M +83,568 +15%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$31.6M +$6.84M +135,732 +28%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$30.2M -$667K -13,252 -2%
Stifel Financial
40
Stifel Financial
Missouri
$29.7M +$10.5M +208,334 +55%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$28.9M +$12M +239,041 +71%
AA
42
Alesco Advisors
New York
$27.9M -$21.6M -429,708 -44%
FSA
43
Financial Sense Advisors
California
$27M +$5.31M +105,478 +25%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$26.9M +$26.9M +534,061 New
RJFSA
45
Raymond James Financial Services Advisors
Florida
$26.7M +$4.06M +80,565 +18%
CGH
46
Crossmark Global Holdings
Texas
$26.7M +$1.01M +20,040 +4%
AssetMark Inc
47
AssetMark Inc
California
$26.6M +$20.9M +415,642 +371%
CAM
48
Caprin Asset Management
Virginia
$26.2M -$501K -9,943 -2%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$25.4M +$91.7K +1,821 +0.4%
BOPW
50
Brandywine Oak Private Wealth
Pennsylvania
$24.8M +$24.8M +498,123 New
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