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iShares Floating Rate Bond ETF
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Overview Fund Activity

230 hedge funds and large institutions have $3.26B invested in iShares Floating Rate Bond ETF in 2015 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 80 increasing their positions, 81 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+13
Holders Change %
+5.99%
% of All Funds
6.43%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.64%
New
33
Increased
80
Reduced
81
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$547M
2
AssetMark Inc
2
AssetMark Inc
California
$99.1M
3
WCM
3
Windham Capital Management
Massachusetts
$107M
4
SPL
4
Smart Portfolios LLC
Washington
$23.6M
5
PFG
5
Piershale Financial Group
Illinois
$18.7M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$4.7M
2
JG
2
Jefferies Group
New York
$0
3
HI
3
Horizon Investments
North Carolina
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$26.5M
5
FEG
5
Financial Enhancement Group
Indiana
$4.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGAM
26
Steinberg Global Asset Management
Florida
$21.5M +$194K +3,845 +0.9%
EB
27
Eastern Bank
Massachusetts
$20.4M -$243K -4,826 -1%
PFG
28
Piershale Financial Group
Illinois
$18.7M +$18.7M +371,144 New
VA
29
Valmark Advisers
Ohio
$18.3M -$503K -9,972 -3%
GLA
30
Great Lakes Advisors
Illinois
$15.9M +$1.98M +39,252 +14%
AII
31
AGF Investments Inc
Ontario, Canada
$15.4M +$8.62M +169,736 +126%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$14.7M +$6.01M +119,059 +69%
BCMO
33
Buckingham Capital Management (Ohio)
Ohio
$13.2M -$2.64M -52,360 -17%
SF
34
Synovus Financial
Georgia
$13.1M -$38.2K -757 -0.3%
HF
35
Hoxton Financial
West Virginia
$12.2M +$317K +6,281 +3%
UCFA
36
United Capital Financial Advisors
Texas
$12.1M +$899K +17,825 +8%
MM
37
Meridian Management
Arkansas
$11M +$74.9K +1,484 +0.7%
PWAG
38
Polaris Wealth Advisory Group
California
$10.7M +$1.61M +31,948 +18%
CCG
39
Chatham Capital Group
Georgia
$10.5M -$409K -8,100 -4%
SPC
40
Sigma Planning Corp
Michigan
$10.5M +$384K +7,604 +4%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$10.1M +$1.54M +30,586 +18%
RW
42
Rand Wealth
Maryland
$10.1M -$237K -4,691 -2%
US Bancorp
43
US Bancorp
Minnesota
$8.77M +$1.19M +23,518 +16%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$8.52M +$5.01M +99,349 +143%
FBNAT
45
FirstMerit Bank N.A. Trustee
Ohio
$8.12M -$165K -3,278 -2%
BTS
46
BB&T Securities
Virginia
$7.69M +$1.62M +32,211 +27%
CC
47
Courier Capital
New York
$7.25M +$1.61M +14,714 +29%
Natixis Advisors
48
Natixis Advisors
Massachusetts
$7.11M -$863K -17,100 -11%
JIR
49
James Investment Research
Ohio
$7.05M +$2.97M +58,925 +73%
LPT
50
Legacy Private Trust
Wisconsin
$6.76M -$10.5K -208 -0.2%
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