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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 %
BWA
501
BDO Wealth Advisors
Florida
$72K – – –
PA
502
Parallel Advisors
California
$67K -$53.7K -1,081 -45%
Fidelity Investments
503
Fidelity Investments
Massachusetts
$56K +$250 +5 +0.4%
CFA
504
Camarda Financial Advisors
Florida
$54K +$22.5K +447 +71%
PCTC
505
Perkins Coie Trust Company
Washington
$49K – – –
BWP
506
Baldwin Wealth Partners
Massachusetts
$49K – – –
SWA
507
Sutton Wealth Advisors
Florida
$48.6K -$16.3K -324 -25%
SIS
508
Sound Income Strategies
Florida
$48K -$28.6K -572 -37%
HDIM
509
Hanson & Doremus Investment Management
Vermont
$47K – – –
CAM
510
Close Asset Management
United Kingdom
$45K -$32.7K -160 -42%
PFBT
511
Parkside Financial Bank & Trust
Missouri
$45K – – –
CI
512
CX Institutional
Indiana
$43K -$4.58M -90,117 -99%
CFG
513
Citizens Financial Group
Rhode Island
$41K +$41K +815 New
CAC
514
Certified Advisory Corp
Florida
$39K +$23.7K +466 +155%
IF
515
Ironwood Financial
Arizona
$37K – – –
CFA
516
Carroll Financial Associates
North Carolina
$35K – – –
BHWM
517
Bay Harbor Wealth Management
Maryland
$34K +$34K +681 New
GTAM
518
Global Trust Asset Management
Florida
$30K -$143K -2,807 -83%
YWP
519
YorkBridge Wealth Partners
New York
$30K -$50.8K -1,000 -63%
IAS
520
IMA Advisory Services
Colorado
$30K +$1.6K +32 +6%
FNBOSM
521
First National Bank of South Miami
Florida
$30K +$30K +600 New
FHA
522
First Horizon Advisors
Tennessee
$27K +$23.5K +465 +674%
MAM
523
Meeder Asset Management
Ohio
$23K +$2.62K +51 +13%
GI
524
Gradient Investments
Minnesota
$21K -$20.3K -395 -49%
AWMS
525
Advocacy Wealth Management Services
Georgia
$20K – – –
19 20
21
22 23