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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
+$76.6M
2
Bank of America
Bank of America
North Carolina
+$75.4M
3
GC
Grimes & Company
Massachusetts
+$53M
4
CS
Credit Suisse
Switzerland
+$39.5M
5
VA
Valmark Advisers
Ohio
+$29.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$55.9M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$53.9M
3
AssetMark Inc
AssetMark Inc
California
-$43M
4
Morgan Stanley
Morgan Stanley
New York
-$42.1M
5
CCA
Conservest Capital Advisors
Pennsylvania
-$16.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNB
201
Ledyard National Bank
$1.04M +$511K +10,050 +96%
WPC
202
White Pine Capital
Minnesota
$1.04M -$314K -6,175 -23%
IWA
203
Independence Wealth Advisors
Virginia
$1.02M +$1.02M +20,149 New
CB
204
Community Bank
New York
$1.02M – – –
FA
205
Forefront Analytics
Pennsylvania
$1.01M +$1.01M +19,808 New
PAS
206
Park Avenue Securities
New York
$1.01M +$202K +3,966 +25%
AWM
207
Altavista Wealth Management
North Carolina
$994K +$98.1K +1,930 +11%
TNBTD
208
Trustmark National Bank Trust Department
Mississippi
$993K -$78.8K -1,551 -7%
RCAG
209
Rehmann Capital Advisory Group
Michigan
$965K +$330K +6,486 +52%
CA
210
Calton & Associates
Florida
$960K +$960K +18,853 New
CRC
211
Curi RMB Capital
Illinois
$957K -$189K -3,716 -16%
WP
212
WealthPLAN Partners
Nebraska
$936K +$123K +2,427 +15%
TD Asset Management
213
TD Asset Management
Ontario, Canada
$928K +$292K +5,820 +46%
AAM
214
Aureus Asset Management
Massachusetts
$900K +$900K +17,700 New
KWM
215
Kingsview Wealth Management
Oregon
$821K +$130K +2,563 +19%
MLM
216
Mount Lucas Management
Pennsylvania
$812K -$5.08K -100 -0.6%
CIA
217
Capital Investment Advisors
Georgia
$809K -$181K -3,552 -18%
CLOS
218
Compagnie Lombard Odier SCmA
Switzerland
$794K +$397K +7,800 +100%
AWMG
219
Alliance Wealth Management Group
New Jersey
$763K +$763K +15,008 New
FAM
220
Foothills Asset Management
Arizona
$747K +$165K +3,241 +28%
NB
221
Northwest Bancshares
Pennsylvania
$729K +$729K +14,363 New
ATC
222
Argent Trust Co
Tennessee
$724K -$3.46K -68 -0.5%
BWAM
223
Boyd Watterson Asset Management
Ohio
$715K -$31.9K -627 -4%
CCA
224
Clearwater Capital Advisors
Illinois
$703K +$134K +2,635 +24%
WAM
225
Wealthspire Advisors (Maryland)
Maryland
$693K -$660 -13 -0.1%
7 8
9
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