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iShares Floating Rate Bond ETF
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Overview Fund Activity

392 hedge funds and large institutions have $3.57B invested in iShares Floating Rate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 148 increasing their positions, 103 reducing their positions, and 28 closing their positions.

Holders
392
Holders Change
+58
Holders Change %
+17.37%
% of All Funds
8.9%
Holding in Top 10
35
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.67%
% of All Funds
0.79%
New
87
Increased
148
Reduced
103
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$108M
2
Bank of America
2
Bank of America
North Carolina
$660M
3
GC
3
Grimes & Company
Massachusetts
$53M
4
CS
4
Credit Suisse
Switzerland
$39.5M
5
VA
5
Valmark Advisers
Ohio
$47.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$247K
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$0
3
AssetMark Inc
3
AssetMark Inc
California
$20M
4
Morgan Stanley
4
Morgan Stanley
New York
$212M
5
CCA
5
Conservest Capital Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
76
B. Riley Wealth Advisors
Florida
$7.31M +$7.31M +143,860 New
IA
77
IFP Advisors
Florida
$7.1M +$326K +6,412 +5%
SPC
78
Sigma Planning Corp
Michigan
$7.06M +$1.58M +31,078 +29%
Stifel Financial
79
Stifel Financial
Missouri
$6.92M +$1.62M +31,931 +31%
HCM
80
Hudson Capital Management
New Jersey
$6.87M +$6.87M +135,156 New
BCM
81
Bluefin Capital Management
New York
$6.7M +$6.7M +131,849 New
PA
82
Probity Advisors
Texas
$6.67M +$1.67M +32,931 +33%
SHIM
83
Stone House Investment Management
Pennsylvania
$6.61M -$605K -11,905 -8%
Neuberger Berman Group
84
Neuberger Berman Group
New York
$6.56M -$498K -9,790 -7%
FEG
85
Financial Enhancement Group
Indiana
$6.39M +$648K +12,750 +11%
ASN
86
Advisory Services Network
Georgia
$6.34M +$151K +2,971 +2%
RW
87
Rand Wealth
Maryland
$6M -$247K -4,858 -4%
CS
88
Comerica Securities
Michigan
$5.86M +$633K +12,453 +12%
QCMC
89
Quantum Capital Management (California)
California
$5.85M -$228K -4,485 -4%
FCIM
90
Fairview Capital Investment Management
California
$5.8M +$1.43M +28,200 +33%
GIA
91
Granite Investment Advisors
New Hampshire
$5.8M +$474K +9,332 +9%
Jane Street
92
Jane Street
New York
$5.75M +$5.75M +113,095 New
HighTower Advisors
93
HighTower Advisors
Illinois
$5.7M +$382K +7,503 +7%
MML Investors Services
94
MML Investors Services
Massachusetts
$5.5M -$201K -3,958 -4%
AWA
95
Acorn Wealth Advisors
Michigan
$5.48M +$5.48M +107,730 New
BA
96
Boston Advisors
Massachusetts
$5.37M +$408K +8,023 +8%
LPIC
97
LeJeune Puetz Investment Counsel
Michigan
$5.36M +$1.63M +32,100 +44%
ST
98
Smithfield Trust
Pennsylvania
$5.33M -$512K -10,067 -9%
CCFCSB
99
Cape Cod Five Cents Savings Bank
Massachusetts
$5.15M +$1.73M +34,034 +51%
BC
100
Bartlett & Co
Ohio
$5.07M +$1.38M +27,215 +37%
2 3
4
5 6