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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.

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

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$247K
2
AllianceBernstein
AllianceBernstein
Tennessee
$0
3
AssetMark Inc
AssetMark Inc
California
$20M
4
Morgan Stanley
Morgan Stanley
New York
$212M
5
CCA
Conservest Capital Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
126
Cetera Advisor Networks
California
$3.23M -$355 -7 -0%
WIC
127
Woodmont Investment Counsel
Tennessee
$3.21M – – –
HNB
128
Huntington National Bank
Ohio
$3.18M -$3.2M – –
CA
129
Cetera Advisors
Colorado
$3.16M +$415K +8,175 +15%
SWP
130
Strategic Wealth Partners
Ohio
$3.12M +$3.12M +61,360 New
HWP
131
Hefty Wealth Partners
Indiana
$3.1M +$68.4K +1,345 +2%
FA
132
FDx Advisors
Illinois
$3.06M -$769K -15,139 -20%
OAM
133
Oppenheimer Asset Management
New York
$2.96M – – –
RCA
134
Rowland Carmichael Advisors
Arizona
$2.93M -$171K -3,366 -6%
SFM
135
Signet Financial Management
New Jersey
$2.86M +$1.13M +22,197 +65%
PIM
136
Penobscot Investment Management
Massachusetts
$2.74M +$6.1K +120 +0.2%
OIWM
137
OptiFour Integrated Wealth Management
Virginia
$2.73M +$2.73M +53,662 New
BP
138
Ballentine Partners
Massachusetts
$2.71M – – –
CWM
139
Cabot Wealth Management
Massachusetts
$2.69M -$31.5K -620 -1%
GFPC
140
Global Financial Private Capital
Florida
$2.68M +$71.2K +1,402 +3%
CC
141
Courier Capital
New York
$2.57M +$199K +3,915 +8%
EAMA
142
EFG Asset Management (Americas)
Florida
$2.57M +$283K +5,567 +12%
DG
143
Delek Group
Israel
$2.53M +$2.53M +49,901 New
DAS
144
Dynamic Advisor Solutions
Arizona
$2.51M +$1.7M +33,492 +212%
LA
145
Leonetti & Associates
Illinois
$2.48M +$2.48M +48,725 New
ECM
146
ETrade Capital Management
Virginia
$2.4M +$126K +2,486 +6%
EA
147
Efficient Advisors
Ohio
$2.39M +$113K +2,219 +5%
PA
148
Parallel Advisors
California
$2.38M -$51.2K -1,008 -2%
BTIS
149
BB&T Investment Services
North Carolina
$2.38M +$863K +16,990 +57%
DWM
150
Dakota Wealth Management
Florida
$2.34M -$19.2K -377 -0.8%
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