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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
DeGreen Capital Management
Arizona
$308M
2
IA
IndexIQ Advisors
New York
$65.8M
3
Verition Fund Management
Verition Fund Management
Connecticut
$58.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$190M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$47.8M

Top Sellers

1
AMH
Apollo Management Holdings
New York
$0
2
Wells Fargo
Wells Fargo
California
$350M
3
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
$43.3M
4
CFIA
Cantor Fitzgerald Investment Advisors
New York
$84.8M
5
MCM
MV Capital Management
Maryland
$44.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAM
176
Verity Asset Management
North Carolina
$4.65M -$3.69M -73,306 -44%
IIA
177
IPG Investment Advisors
California
$4.59M +$2.19M +43,410 +91%
SRSA
178
S.R. Schill & Associates
Washington
$4.56M +$203K +4,024 +5%
SI
179
Stephens Inc
Arkansas
$4.53M -$137K -2,723 -3%
NFG
180
Next Financial Group
Texas
$4.5M +$4.5M +89,406 New
MBT
181
Montecito Bank & Trust
California
$4.42M +$3.7M +73,471 +514%
TC
182
Trilogy Capital
California
$4.29M +$3.21M +63,651 +295%
Kovitz Investment Group Partners
183
Kovitz Investment Group Partners
Illinois
$4.16M +$4.16M +82,553 New
State of Tennessee, Department of Treasury
184
State of Tennessee, Department of Treasury
Tennessee
$4.15M +$4.15M +82,400 New
Financial Engines Advisors
185
Financial Engines Advisors
California
$4.07M +$4.07M +80,586 New
KCM
186
Karp Capital Management
California
$4.05M +$1.65M +32,725 +68%
Axa
187
Axa
France
$4M +$22.7K +450 +0.6%
PAS
188
Park Avenue Securities
New York
$3.82M +$837K +16,582 +28%
RIA
189
Regal Investment Advisors
Michigan
$3.78M -$1.93M -38,415 -34%
Citigroup
190
Citigroup
New York
$3.66M -$166K -3,298 -4%
PCA
191
Peddock Capital Advisors
Massachusetts
$3.59M -$100K -1,990 -3%
CASB
192
Cape Ann Savings Bank
Massachusetts
$3.55M +$1.76M +34,710 +99%
DSN
193
D. Scott Neal
Kentucky
$3.51M +$113K +2,249 +3%
MA
194
MCF Advisors
Kentucky
$3.51M -$54.4K -1,081 -2%
BCM
195
Brookstone Capital Management
Illinois
$3.47M +$465K +9,237 +15%
BOH
196
Bank of Hawaii
Hawaii
$3.43M +$2.97M +58,959 +646%
FIM
197
Freedom Investment Management
Connecticut
$3.41M +$719K +14,277 +27%
LNB
198
Ledyard National Bank
$3.4M +$346K +6,874 +11%
LFG
199
LifePlan Financial Group
Ohio
$3.39M +$763K +15,159 +29%
GFPC
200
Global Financial Private Capital
Florida
$3.34M -$49.8K -988 -1%
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