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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 %
WF
101
WealthTrust Fairport
Ohio
$10.1M -$159K -3,149 -2%
IAA
102
Ironsides Asset Advisors
North Carolina
$10M -$2.36M -46,960 -19%
KP
103
Keel Point
Alabama
$10M +$45.5K +903 +0.5%
JWM
104
Jackson Wealth Management
Florida
$9.93M -$7.21M -143,270 -42%
CAGAS
105
Capital Advisory Group Advisory Services
Minnesota
$9.89M -$1.24M -24,544 -11%
AI
106
Atria Investments
North Carolina
$9.65M +$4.29M +85,101 +80%
State Street
107
State Street
Massachusetts
$9.58M -$470K -9,339 -5%
LWANC
108
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.48M +$9.48M +188,295 New
ASN
109
Advisory Services Network
Georgia
$9.22M +$124K +2,463 +1%
SCI
110
Stableford Capital II
Arizona
$9.19M -$2.84M -56,319 -24%
PA
111
Probity Advisors
Texas
$9.15M -$520K -10,316 -5%
AFNAS
112
American Financial Network Advisory Services
California
$8.9M -$1.24M -24,572 -12%
CCFCSB
113
Cape Cod Five Cents Savings Bank
Massachusetts
$8.54M +$1.17M +23,314 +16%
GJIC
114
Gamble Jones Investment Counsel
California
$8.45M +$1.15M +22,787 +16%
HH
115
Hilltop Holdings
Texas
$8.44M -$4.3M -85,298 -34%
CC
116
Chanos & Company
New York
$8.34M +$6.06M +120,352 +266%
MFM
117
Mirsky Financial Management
New York
$8.03M +$8.03M +159,452 New
WWM
118
Western Wealth Management
Colorado
$7.99M +$7.99M +158,849 New
GC
119
Guggenheim Capital
Illinois
$7.96M +$1.24M +24,700 +19%
GIA
120
Granite Investment Advisors
New Hampshire
$7.94M -$303K -6,014 -4%
Betterment LLC
121
Betterment LLC
New York
$7.73M +$2.67M +53,005 +53%
RWM
122
Rezny Wealth Management
Florida
$7.73M +$68.5K +1,360 +0.9%
CA
123
Cetera Advisors
Colorado
$7.56M +$2.89M +57,447 +62%
VSWA
124
Vontobel Swiss Wealth Advisors
Switzerland
$7.4M -$691K -13,819 -9%
Natixis Advisors
125
Natixis Advisors
Massachusetts
$7.33M -$757K -15,030 -9%
3 4
5
6 7