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

Top Sellers

1
AMH
Apollo Management Holdings
New York
$0
2
Wells Fargo
Wells Fargo
California
$350M
3
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
$43.3M
4
CFIA
Cantor Fitzgerald Investment Advisors
New York
$84.8M
5
MCM
MV Capital Management
Maryland
$44.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
476
Patriot Financial Group Insurance Agency
Massachusetts
$205K +$173K +3,432 +532%
SBIA
477
Sheaff Brock Investment Advisors
Indiana
$201K – – –
Koshinski Asset Management
478
Koshinski Asset Management
Illinois
$201K +$201K +4,000 New
KBFS
479
Kohmann Bosshard Financial Services
Ohio
$196K – – –
AIP
480
Ameritas Investment Partners
Nebraska
$191K -$15.6K -310 -8%
PCG
481
Private Capital Group
Connecticut
$180K -$403 -8 -0.2%
CCA
482
Catalyst Capital Advisors
New York
$171K -$5.03K -100 -3%
CWA
483
Clarus Wealth Advisors
Arizona
$164K +$5.05K +100 +3%
PG
484
Patten Group
Tennessee
$159K – – –
LWM
485
Liberty Wealth Management
California
$132K +$132K +2,623 New
W
486
WealthOne
New York
$132K +$132K +2,624 New
ZIG
487
Zurich Insurance Group
Switzerland
$131K – – –
PGWM
488
Parisi Gray Wealth Management
New Jersey
$128K – – –
WAP
489
Wealthcare Advisory Partners
Pennsylvania
$127K +$5.02K +100 +4%
SIAP
490
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$125K +$25K +500 +25%
FRA
491
Front Row Advisors
California
$122K +$40.1K +800 +49%
WIM
492
Westside Investment Management
California
$118K – – –
HS
493
Horan Securities
United States
$102K -$481K -9,550 -82%
IFA
494
Interactive Financial Advisors
Illinois
$93K -$5.03K -100 -5%
LYV
495
Live Your Vision
Pennsylvania
$92K -$137K -2,710 -60%
POIA
496
Pin Oak Investment Advisors
Texas
$90K -$49.4K -985 -35%
SBL
497
Sargent Bickham Lagudis
Colorado
$90K +$90K +1,786 New
William Blair & Company
498
William Blair & Company
Illinois
$88K -$29.1K -576 -25%
CA
499
Claro Advisors
Massachusetts
$85K +$85K +1,671 New
DWM
500
Doyle Wealth Management
Florida
$78K +$78K +1,546 New
18 19
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