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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 %
CFA
251
Carroll Financial Associates
North Carolina
$10K -$16.2K -341 -62%
NC
252
NewSquare Capital
Pennsylvania
$10K – – –
WTB
253
Washington Trust Bank
Washington
$9K – – –
BTIS
254
BB&T Investment Services
North Carolina
$8K +$8K +158 New
JFA
255
JNBA Financial Advisors
Minnesota
$7K +$7K +147 New
AP
256
Atwood & Palmer
Missouri
$5K – – –
PSW
257
Portfolio Strategies (Washington)
Washington
$5K +$5K +95 New
WEC
258
Winslow Evans & Crocker
Massachusetts
$3.45K -$101 -2 -3%
LWA
259
Lowe Wealth Advisors
Maryland
$3K – – –
VIA
260
Vantage Investment Advisors
Pennsylvania
$3K – – –
PMFA
261
Plante Moran Financial Advisors
Michigan
$2K +$2K +44 New
WA
262
WFG Advisors
Texas
$1K – – –
TFA
263
Transamerica Financial Advisors
Florida
$1K – – –
GI
264
Gradient Investments
Minnesota
$1K – – –
BFA
265
BlackRock Fund Advisors
California
– -$1.52M -29,890 Closed
Citadel Advisors
266
Citadel Advisors
Florida
– -$800K -15,768 Closed
VKH
267
Virtu KCG Holdings
New York
– -$711K -14,014 Closed
CCA
268
Clearwater Capital Advisors
Illinois
– -$568K -11,199 Closed
NDSI
269
Newman Dignan & Sheerar Inc
Rhode Island
– -$460K -9,060 Closed
Cetera Investment Advisers
270
Cetera Investment Advisers
Illinois
– -$448K -8,833 Closed
CWM
271
Concert Wealth Management
California
– -$309K -6,102 Closed
FFA
272
First Foundation Advisors
California
– -$271K -5,346 Closed
SBH
273
Segall Bryant & Hamill
Illinois
– -$254K -5,000 Closed
William Blair & Company
274
William Blair & Company
Illinois
– -$242K -4,771 Closed
BCMO
275
Buckingham Capital Management (Ohio)
Ohio
– -$222K -4,380 Closed
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