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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.

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
1
Ameriprise
Minnesota
$108M
2
Bank of America
2
Bank of America
North Carolina
$660M
3
GC
3
Grimes & Company
Massachusetts
$53M
4
CS
4
Credit Suisse
Switzerland
$39.5M
5
VA
5
Valmark Advisers
Ohio
$47.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$247K
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$0
3
AssetMark Inc
3
AssetMark Inc
California
$20M
4
Morgan Stanley
4
Morgan Stanley
New York
$212M
5
CCA
5
Conservest Capital Advisors
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$660M 12,994,722 +1,483,730 +13%
Morgan Stanley
2
Morgan Stanley
New York
$212M 4,175,554 -827,923 -17%
Wells Fargo
3
Wells Fargo
California
$156M 3,074,711 +274,635 +10%
UBS Group
4
UBS Group
Switzerland
$142M 2,800,701 +256,727 +10%
AA
5
Alesco Advisors
New York
$136M 2,670,806 +189,971 +8%
Ameriprise
6
Ameriprise
Minnesota
$108M 2,118,843 +1,503,377 +244%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$90.3M 1,776,378 +132,787 +8%
CFIA
8
Cantor Fitzgerald Investment Advisors
New York
$83.7M 1,646,590 -85,358 -5%
JIR
9
James Investment Research
Ohio
$60.2M 1,185,132 +207,052 +21%
BlackRock
10
BlackRock
New York
$58.6M 1,152,518 -110,192 -9%
MCM
11
MV Capital Management
Maryland
$57.6M 1,133,592 +28,635 +3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$55.2M 1,086,750 -30,956 -3%
GC
13
Grimes & Company
Massachusetts
$53M 1,042,560 +1,042,560 New
SR
14
Swiss Re
Switzerland
$50.8M 1,000,000 – –
VA
15
Valmark Advisers
Ohio
$47.4M 931,893 +578,555 +164%
DC
16
Davenport & Co
Virginia
$44M 866,322 +103,360 +14%
CS
17
Credit Suisse
Switzerland
$39.5M 776,567 +776,567 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$39.5M 776,402 +209,471 +37%
DJSG
19
D.J. St. Germain
Massachusetts
$34.7M 682,845 +50,849 +8%
US Bancorp
20
US Bancorp
Minnesota
$34M 669,835 +75,046 +13%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$33.9M 666,144 +152,094 +30%
LPL Financial
22
LPL Financial
California
$33.4M 657,682 +62,813 +11%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$33.4M 656,852 -36,971 -5%
LG
24
Leuthold Group
Minnesota
$32.5M 639,093 -3,216 -0.5%
GLA
25
Great Lakes Advisors
Illinois
$32M 629,858 +29,203 +5%
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