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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 %
FEG
201
Financial Enhancement Group
Indiana
$3.33M – – –
LFPWM
202
Leicht Financial Planning & Wealth Management
New Jersey
$3.29M +$1.79M +35,583 +120%
HFS
203
HL Financial Services
Kentucky
$3.27M -$278K -5,528 -8%
AAS
204
Annex Advisory Services
Wisconsin
$3.26M +$3.26M +64,794 New
CAAS
205
Capital Asset Advisory Services
Michigan
$3.26M +$140K +2,780 +4%
TSS
206
Two Sigma Securities
New York
$3.26M -$168K -3,337 -5%
BFG
207
Barber Financial Group
Kansas
$3.07M -$214K -4,257 -7%
BFG
208
Beacon Financial Group
Texas
$3.05M -$2.58M -51,244 -46%
PIM
209
Penobscot Investment Management
Massachusetts
$2.98M -$90.1K -1,790 -3%
WIC
210
Woodmont Investment Counsel
Tennessee
$2.95M – – –
CTA
211
Chesley Taft & Associates
Illinois
$2.92M +$631K +12,525 +28%
TD Asset Management
212
TD Asset Management
Ontario, Canada
$2.9M +$562K +11,156 +24%
PFA
213
Pinnacle Family Advisors
Missouri
$2.86M -$315K -6,252 -10%
ECM
214
ETrade Capital Management
Virginia
$2.83M -$3.69M -73,231 -57%
Mariner
215
Mariner
Kansas
$2.83M +$1M +19,948 +55%
OMC
216
Old Mission Capital
Illinois
$2.83M +$2.83M +56,155 New
Bank of Montreal
217
Bank of Montreal
Ontario, Canada
$2.83M +$1.14M +22,643 +68%
OIA
218
OneDigital Investment Advisors
Kansas
$2.82M -$604K -12,000 -18%
AWMG
219
Alliance Wealth Management Group
New Jersey
$2.8M +$1.87M +37,208 +202%
CC
220
Courier Capital
New York
$2.76M +$99.1K +1,968 +4%
BAM
221
Belpointe Asset Management
Nevada
$2.76M +$775K +15,391 +39%
Millennium Management
222
Millennium Management
New York
$2.74M -$2.29M -45,482 -46%
APP
223
Avantax Planning Partners
Iowa
$2.7M +$2.52M +50,100 +1,414%
OC
224
Oppenheimer & Co
New York
$2.66M +$113K +2,236 +4%
DADC
225
D.A. Davidson & Co
Montana
$2.61M -$304K -6,044 -10%
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