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iShares Floating Rate Bond ETF
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Overview Fund Activity

265 hedge funds and large institutions have $2.06B invested in iShares Floating Rate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 110 increasing their positions, 61 reducing their positions, and 15 closing their positions.

Holders
265
Holders Change
+38
Holders Change %
+16.74%
% of All Funds
6.63%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.45%
New
59
Increased
110
Reduced
61
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$423M
2
Wells Fargo
2
Wells Fargo
California
$79.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$103M
4
Goldman Sachs
4
Goldman Sachs
New York
$28.5M
5
SGAM
5
Steinberg Global Asset Management
Florida
$12M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$87.7M
2
BIM
2
BlackRock Investment Management
Delaware
$20.8M
3
WCM
3
Windham Capital Management
Massachusetts
$46.4M
4
BA
4
BlackRock Advisors
Delaware
$15.9M
5
LG
5
Leuthold Group
Minnesota
$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
226
Arax Advisory Partners
Colorado
$86K +$86K +1,703 New
NR
227
Newfound Research
Massachusetts
$81K +$19.4K +383 +32%
GRP
228
Global Retirement Partners
California
$81K +$81K +1,587 New
LWM
229
LBA Wealth Management
Florida
$73K – – –
AA
230
Ancora Advisors
Ohio
$69K +$69K +1,350 New
NSB
231
Norway Savings Bank
Maine
$66K +$66K +1,300 New
IF
232
Ironwood Financial
Arizona
$63K -$1.01K -20 -2%
APSP
233
Asset Planning Services (Pennsylvania)
Pennsylvania
$61K +$204 +4 +0.3%
SIG
234
Stanford Investment Group
California
$59K – – –
IPC
235
Independent Portfolio Consultants
Florida
$59K +$29.9K +591 +103%
SWA
236
Sutton Wealth Advisors
Florida
$52K – – –
PCTC
237
Perkins Coie Trust Company
Washington
$49K +$49K +967 New
HDIM
238
Hanson & Doremus Investment Management
Vermont
$47.6K +$47.6K +939 New
TDC
239
Thompson Davis & Co
Virginia
$42K +$32.6K +648 +347%
SPIA
240
Steward Partners Investment Advisory
New York
$42K +$42K +836 New
AF
241
Allworth Financial
California
$25K – – –
GBBWRPM
242
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$25K – – –
Fifth Third Bancorp
243
Fifth Third Bancorp
Ohio
$25K – – –
EWM
244
Evercore Wealth Management
New York
$25K +$25K +500 New
WCM
245
Wealthcare Capital Management
Virginia
$24K +$24K +482 New
IWM
246
IHT Wealth Management
Illinois
$20K +$20K +400 New
CAPTRUST Financial Advisors
247
CAPTRUST Financial Advisors
North Carolina
$16K +$16K +320 New
DOA
248
D'Orazio & Associates
Virginia
$13K – – –
CFG
249
CKW Financial Group
Hawaii
$11K +$11K +226 New
GEA
250
Glen Eagle Advisors
New Jersey
$10.1K +$10.1K +200 New
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