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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 %
SF
76
Synovus Financial
Georgia
$15.1M -$512K -10,164 -3%
SPL
77
Smart Portfolios LLC
Washington
$14.9M -$7.85M -155,836 -35%
ACM
78
Advisors Capital Management
New Jersey
$14.5M +$410K +8,138 +3%
Jane Street
79
Jane Street
New York
$14.5M -$15.5M -307,273 -52%
WA
80
WestEnd Advisors
North Carolina
$14.5M +$2.46M +48,821 +20%
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$14.4M +$4.25M +84,486 +42%
Truist Financial
82
Truist Financial
North Carolina
$14.1M +$10.6M +210,663 +306%
EB
83
Eastern Bank
Massachusetts
$14M -$206K -4,081 -1%
TCM
84
Towercrest Capital Management
Pennsylvania
$13.9M +$9.16M +181,848 +195%
ECM
85
Evergreen Capital Management
Washington
$13.5M -$7.22M -143,273 -35%
SC
86
Scotia Capital
Ontario, Canada
$12.2M +$4.57M +90,706 +60%
PAMG
87
Patton Albertson Miller Group
Tennessee
$12.2M -$7.95M -156,612 -39%
HCM
88
Hudson Capital Management
New Jersey
$12M +$2.65M +52,657 +28%
WCA
89
Westover Capital Advisors
Delaware
$12M -$3.28M -65,043 -21%
ERIM
90
Eagle Ridge Investment Management
Connecticut
$11.9M +$1.29M +25,685 +12%
PA
91
Pinnacle Associates
New York
$11.7M -$1.33M -26,410 -10%
IA
92
IFP Advisors
Florida
$11.7M -$576K -11,436 -5%
Citadel Advisors
93
Citadel Advisors
Florida
$11.2M +$11.2M +223,138 New
CCWA
94
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$11.1M +$216K +4,286 +2%
MIG
95
McGuire Investment Group
Rhode Island
$10.9M -$339K -6,733 -3%
BCWM
96
Bartlett & Co Wealth Management
Ohio
$10.9M -$350K -6,941 -3%
BC
97
Bartlett & Co
Ohio
$10.9M -$350K -6,941 -3%
SGAM
98
Steinberg Global Asset Management
Florida
$10.9M -$1.34M -26,564 -11%
SFM
99
Signet Financial Management
New Jersey
$10.9M +$431K +8,568 +4%
SBWM
100
Sunflower Bank Wealth Management
Arizona
$10.5M -$78.3K -1,555 -0.7%
2 3
4
5 6