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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 %
ClearBridge Investments
551
ClearBridge Investments
New York
$5K +$5K +100 New
PFSC
552
Peoples Financial Services Corp
Pennsylvania
$4K – – –
PAMU
553
Pictet Asset Management (UK)
United Kingdom
$3.55K – – –
LWA
554
Lowe Wealth Advisors
Maryland
$3K – – –
PMFA
555
Plante Moran Financial Advisors
Michigan
$3K +$3K +50 New
ACA
556
Ackerman Capital Advisors
Texas
$2.22K +$2.22K +44,067 New
CGI
557
Cougar Global Investments
Ontario, Canada
$2K -$59 -1 -3%
LWM
558
Lenox Wealth Management
Ohio
$2K – – –
LPWM
559
Lake Point Wealth Management
Texas
$2K +$2K +34 New
BFC
560
Bedel Financial Consulting
Indiana
$1K – – –
JCM
561
Jacobi Capital Management
Pennsylvania
$1K – – –
NDSI
562
Newman Dignan & Sheerar Inc
Rhode Island
$497 +$3 +67 +0.7%
CF
563
Centaurus Financial
California
$9 +$9 +461 +3,842%
AMH
564
Apollo Management Holdings
New York
– -$74M -1,450,000 Closed
CWM
565
Cornerstone Wealth Management
Missouri
– -$6.26M -318,672 Closed
FA
566
FDx Advisors
Illinois
– -$15.6M -305,206 Closed
JCP
567
Jabre Capital Partners
Switzerland
– -$12.8M -250,000 Closed
SHIM
568
Stone House Investment Management
Pennsylvania
– -$10.1M -198,371 Closed
CCMG
569
Clark Capital Management Group
Pennsylvania
– -$9.12M -178,827 Closed
TJHA
570
Thomas J. Herzfeld Advisors
Florida
– -$8.16M -159,830 Closed
TWA
571
Tillar-Wenstrup Advisors
Ohio
– -$7.22M -141,438 Closed
OAM
572
Occidental Asset Management
California
– -$6.3M -123,412 Closed
PI
573
PFS Investments
Georgia
– -$5.57M -109,194 Closed
CCM
574
Crabel Capital Management
California
– -$3.66M -71,647 Closed
BCM
575
Bluefin Capital Management
New York
– -$2.83M -55,485 Closed
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