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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 %
Creative Planning
151
Creative Planning
Kansas
$2.33M +$22K +432 +1%
WA
152
Wilshire Advisors
California
$2.29M -$70.4K -1,385 -3%
TCM
153
Twin Capital Management
Pennsylvania
$2.29M -$70.4K -1,385 -3%
AF
154
Advisornet Financial
Minnesota
$2.27M +$2.27M +44,571 New
FPS
155
Fieldpoint Private Securities
Connecticut
$2.23M -$1.53K -30 -0.1%
UCFA
156
United Capital Financial Advisors
Texas
$2.19M +$361K +7,105 +20%
OIA
157
OneDigital Investment Advisors
Kansas
$2.19M +$2.19M +43,039 +78,253%
SCA
158
STALEY CAPITAL ADVISERS
Pennsylvania
$2.15M +$55.9K +1,100 +3%
FI
159
FormulaFolio Investments
Michigan
$2.14M +$60.1K +1,183 +3%
CIBC World Market
160
CIBC World Market
Ontario, Canada
$2.13M +$118K +2,318 +6%
GC
161
Guggenheim Capital
Illinois
$2.1M +$35.4K +696 +2%
VC
162
Vicus Capital
Pennsylvania
$2.1M -$130K -2,560 -6%
CG
163
Colony Group
Massachusetts
$2.07M +$78.3K +1,540 +4%
SWM
164
Stockman Wealth Management
Montana
$2.03M +$549K +10,795 +37%
EDRH
165
Edmond de Rothschild Holding
Switzerland
$2.01M +$400K +7,860 +25%
LG
166
LaFleur & Godfrey
Michigan
$1.93M -$10.2K -200 -0.5%
DADC
167
D.A. Davidson & Co
Montana
$1.92M +$20.6K +406 +1%
CCM
168
Crabel Capital Management
California
$1.92M +$1.92M +37,820 New
OC
169
Oppenheimer & Co
New York
$1.87M -$447K -8,800 -19%
Betterment LLC
170
Betterment LLC
New York
$1.75M +$1.17M +23,051 +203%
Cambridge Investment Research Advisors
171
Cambridge Investment Research Advisors
Iowa
$1.69M +$122K +2,396 +8%
PA
172
Perennial Advisors
New York
$1.68M +$328K +6,455 +24%
BGC
173
Blue Granite Capital
South Carolina
$1.65M +$193K +3,800 +13%
AIP
174
ARS Investment Partners
New York
$1.64M +$283K +5,561 +21%
SI
175
SimpliFi Inc
California
$1.61M +$1.61M +31,680 New
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