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iShares Floating Rate Bond ETF
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Overview Fund Activity

308 hedge funds and large institutions have $2.63B invested in iShares Floating Rate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 137 increasing their positions, 62 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
+43
Holders Change %
+16.23%
% of All Funds
7.68%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.57%
New
65
Increased
137
Reduced
62
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$502M
2
Wells Fargo
Wells Fargo
California
$149M
3
AllianceBernstein
AllianceBernstein
Tennessee
$53.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$66.6M
5
JIR
James Investment Research
Ohio
$52.5M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$30.5M
2
WCM
Windham Capital Management
Massachusetts
$23.4M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.5M
4
CS
Credit Suisse
Switzerland
$0
5
RBC
Ronald Blue & Co
Georgia
$2.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
226
SEI Investments
Pennsylvania
$329K -$550K -10,808 -63%
RWP
227
RWA Wealth Partners
Massachusetts
$329K +$329K +6,471 New
LFAS
228
Level Four Advisory Services
Texas
$326K +$71.8K +1,413 +28%
MWP
229
MYCIO Wealth Partners
Pennsylvania
$325K +$70.2K +1,382 +28%
WF
230
Welch & Forbes
Massachusetts
$318K – – –
LWM
231
LBA Wealth Management
Florida
$315K +$242K +4,750 +330%
MC
232
Mathes Company
New York
$305K – – –
WSCM
233
Wellington Shields Capital Management
New York
$303K +$303K +5,950 New
First Trust Advisors
234
First Trust Advisors
Illinois
$301K +$301K +5,910 New
WI
235
Wintrust Investments
Illinois
$298K +$298K +5,864 New
BPCE
236
Bank Pictet & Cie (Europe)
Germany
$291K +$291K +5,722 New
IWM
237
Integrated Wealth Management
California
$290K – – –
M&T Bank
238
M&T Bank
New York
$287K -$416K -8,188 -59%
AIP
239
Ameritas Investment Partners
Nebraska
$281K -$4.32K -85 -2%
VNA
240
VNBTrust National Association
Virginia
$280K – – –
BW
241
Bison Wealth
Georgia
$279K – – –
Mariner
242
Mariner
Kansas
$275K -$615K -12,097 -69%
BAS
243
Brown Advisory Securities
Maryland
$258K +$258K +5,063 New
MLIC
244
Mandatum Life Insurance Company
Finland
$257K -$95.5K -1,880 -27%
WAM
245
Weatherly Asset Management
California
$244K -$1.53K -30 -0.6%
GCA
246
Guardian Capital Advisors
Ontario, Canada
$237K +$237K +4,673 New
AFP
247
Ausdal Financial Partners
Iowa
$234K +$234K +4,607 New
MSAM
248
Moloney Securities Asset Management
Missouri
$227K +$227K +4,466 New
TD Asset Management
249
TD Asset Management
Ontario, Canada
$227K +$227K +4,520 New
CCA
250
Clearwater Capital Advisors
Illinois
$226K +$226K +4,440 New
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