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iShares Floating Rate Bond ETF
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Overview Fund Activity

217 hedge funds and large institutions have $1.75B invested in iShares Floating Rate Bond ETF in 2015 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 85 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+3
Holders Change %
+1.4%
% of All Funds
5.85%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.57%
New
27
Increased
69
Reduced
85
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JG
1
Jefferies Group
New York
$21.9M
2
HI
2
Horizon Investments
North Carolina
$17.2M
3
Bank of America
3
Bank of America
North Carolina
$348M
4
CCG
4
Chatham Capital Group
Georgia
$11M
5
MM
5
Meridian Management
Arkansas
$10.9M

Top Sellers

1
AUIM
1
Aegon USA Investment Management
Iowa
$0
2
AssetMark Inc
2
AssetMark Inc
California
$25M
3
Ameriprise
3
Ameriprise
Minnesota
$33.4M
4
WCM
4
Windham Capital Management
Massachusetts
$33.9M
5
EMA
5
Efficient Market Advisors
California
$41.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EB
26
Eastern Bank
Massachusetts
$20.7M -$1.87M -37,022 -8%
VA
27
Valmark Advisers
Ohio
$18.9M +$262K +5,176 +1%
HI
28
Horizon Investments
North Carolina
$17.2M +$17.2M +339,758 New
FEG
29
Financial Enhancement Group
Indiana
$16.1M +$16.1M +317,500 New
BCMO
30
Buckingham Capital Management (Ohio)
Ohio
$15.9M +$630K +12,450 +4%
GLA
31
Great Lakes Advisors
Illinois
$14M +$2.33M +46,072 +20%
SF
32
Synovus Financial
Georgia
$13.1M +$391K +7,727 +3%
HF
33
Hoxton Financial
West Virginia
$11.9M +$476K +9,402 +4%
UCFA
34
United Capital Financial Advisors
Texas
$11.3M +$2.17M +42,790 +24%
CCG
35
Chatham Capital Group
Georgia
$11M +$11M +217,175 New
MM
36
Meridian Management
Arkansas
$10.9M +$10.9M +215,995 New
LG
37
Leuthold Group
Minnesota
$10.9M -$76.8K -1,516 -0.7%
RW
38
Rand Wealth
Maryland
$10.4M -$360K -7,099 -3%
SPC
39
Sigma Planning Corp
Michigan
$10.2M +$4.03M +79,601 +65%
PWAG
40
Polaris Wealth Advisory Group
California
$9.14M -$867K -17,123 -9%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$8.76M -$3.95M -78,008 -31%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$8.58M +$1.36M +26,761 +19%
FBNAT
43
FirstMerit Bank N.A. Trustee
Ohio
$8.32M -$953K -18,809 -10%
Natixis Advisors
44
Natixis Advisors
Massachusetts
$8M -$1.87M -36,987 -19%
US Bancorp
45
US Bancorp
Minnesota
$7.61M -$645K -12,736 -8%
AC
46
AFAM Capital
Texas
$7.61M -$10M -198,192 -57%
BFG
47
Bouchey Financial Group
New York
$7.01M +$230K +4,542 +3%
BA
48
BlackRock Advisors
Delaware
$6.97M +$6.97M +137,600 New
AII
49
AGF Investments Inc
Ontario, Canada
$6.8M -$234K -4,623 -3%
LPT
50
Legacy Private Trust
Wisconsin
$6.79M -$2.7M -53,252 -28%
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