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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 %
QFA
51
Quattro Financial Advisors
Texas
$24.6M -$7.75M -153,161 -24%
JIR
52
James Investment Research
Ohio
$24.5M -$30.1M -597,067 -55%
HighTower Advisors
53
HighTower Advisors
Illinois
$23.8M +$2.5M +49,734 +12%
DJSG
54
D.J. St. Germain
Massachusetts
$23.1M +$31.5K +626 +0.1%
PWAG
55
Polaris Wealth Advisory Group
California
$22.4M -$1.23M -24,416 -5%
ACA
56
Anchor Capital Advisors
Massachusetts
$22.3M -$971K -19,280 -4%
CISOA
57
Capital Investment Services of America
Wisconsin
$21.7M -$826K -16,400 -4%
DWM
58
Destination Wealth Management
California
$21.7M -$1.35M -26,902 -6%
PI
59
PineBridge Investments
New York
$21.4M +$21.4M +425,300 New
B
60
Barings
North Carolina
$21.2M +$21.2M +421,000 New
PP
61
PagnatoKarp Partners
Virginia
$20.8M +$20.8M +413,862 New
OH
62
Oikos Holdings
New York
$20.6M -$3.63M -72,000 -15%
CFG
63
CNO Financial Group
Indiana
$20M – – –
CCA
64
Conservest Capital Advisors
Pennsylvania
$20M -$215K -4,262 -1%
IWS
65
Insight Wealth Strategies
California
$19.6M +$19.6M +388,602 New
CCG
66
Chatham Capital Group
Georgia
$18.2M -$739K -14,675 -4%
VCA
67
Verdence Capital Advisors
Maryland
$17.2M -$802K -15,928 -4%
MML Investors Services
68
MML Investors Services
Massachusetts
$17.1M +$4.56M +90,623 +36%
PAG
69
Private Advisor Group
New Jersey
$16.5M +$3.51M +69,746 +27%
ST
70
Spinnaker Trust
Maine
$16.2M +$83.8K +1,665 +0.5%
SG Americas Securities
71
SG Americas Securities
New York
$16.2M +$14.8M +294,655 +1,106%
BAAM
72
Baker Avenue Asset Management
California
$15.8M +$9.9M +196,524 +168%
LA
73
Leonetti & Associates
Illinois
$15.7M +$1.42M +28,147 +10%
LG
74
Leuthold Group
Minnesota
$15.6M +$330K +6,553 +2%
SPC
75
Sigma Planning Corp
Michigan
$15.4M +$597K +11,852 +4%
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3
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