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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 %
WT
176
Whittier Trust
California
$1.6M +$938K +18,465 +142%
BFPW
177
BOK Financial Private Wealth
Colorado
$1.56M -$50.5K -993 -3%
FIM
178
Freedom Investment Management
Connecticut
$1.54M -$17.6K -346 -1%
BAS
179
Brown Advisory Securities
Maryland
$1.5M +$268K +5,280 +22%
WAAG
180
Wealth Alliance Advisory Group
Kansas
$1.47M +$1.47M +28,962 New
OPWM
181
Oak Point Wealth Management
Michigan
$1.47M +$1.47M +28,740 New
DLHL
182
Donald L. Hagan LLC
Florida
$1.44M -$4.57M -89,955 -76%
PAG
183
Private Advisor Group
New Jersey
$1.42M -$2.04M -40,089 -59%
HA
184
Hays Advisory
Tennessee
$1.42M -$6.05K -119 -0.4%
FPGK
185
Financial Partners Group (Kansas)
Kansas
$1.41M +$1.41M +27,680 New
GT
186
Glenview Trust
Kentucky
$1.32M -$235K -4,629 -15%
SI
187
Stephens Inc
Arkansas
$1.28M -$290K -5,708 -18%
SP
188
Sarasin & Partners
United Kingdom
$1.27M – – –
OMC
189
Old Mission Capital
Illinois
$1.26M +$1.26M +24,775 New
PAMG
190
Patton Albertson Miller Group
Tennessee
$1.24M -$131K -2,580 -10%
PA
191
PFG Advisors
Arizona
$1.23M +$1.23M +24,158 New
WS
192
Wedbush Securities
California
$1.21M +$720K +14,161 +146%
SHA
193
Seneca House Advisors
Virginia
$1.21M +$1.21M +23,777 New
TFO
194
Tarbox Family Office
California
$1.19M +$1.19M +23,493 New
PCM
195
Peak Capital Management
Colorado
$1.18M – – –
BTNA
196
Bremer Trust National Association
Minnesota
$1.18M +$219K +4,304 +23%
MM
197
Meridian Management
Arkansas
$1.11M -$86.6K -1,703 -7%
1832 Asset Management
198
1832 Asset Management
Ontario, Canada
$1.1M +$311K +6,130 +39%
NA
199
Nottingham Advisors
New York
$1.08M -$763 -15 -0.1%
AWS
200
AJ Wealth Strategies
New York
$1.06M +$155K +3,047 +17%
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