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iShares Floating Rate Bond ETF
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Overview Fund Activity

226 hedge funds and large institutions have $3.07B invested in iShares Floating Rate Bond ETF in 2015 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 88 increasing their positions, 82 reducing their positions, and 27 closing their positions.

Holders
226
Holders Change
-4
Holders Change %
-1.74%
% of All Funds
5.93%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.63%
New
27
Increased
88
Reduced
82
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$75.1M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$51.6M
3
SMA
3
Simply Money Advisors
Ohio
$21.4M
4
BIM
4
BlackRock Investment Management
Delaware
$24.8M
5
Bank of America
5
Bank of America
North Carolina
$379M

Top Sellers

1
LTI
1
Laffer Tengler Investments
Tennessee
$515M
2
WCM
2
Windham Capital Management
Massachusetts
$64M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$37.1M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$37.5M
5
PFG
5
Piershale Financial Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPL
26
Smart Portfolios LLC
Washington
$24.7M +$1.16M +23,062 +5%
DJSG
27
D.J. St. Germain
Massachusetts
$21.5M -$228K -4,521 -1%
SMA
28
Simply Money Advisors
Ohio
$21.4M +$21.4M +424,721 New
EB
29
Eastern Bank
Massachusetts
$20.9M +$552K +10,935 +3%
CAM
30
Caprin Asset Management
Virginia
$20.6M +$20.6M +407,863 New
SGAM
31
Steinberg Global Asset Management
Florida
$20.6M -$963K -19,101 -4%
GLA
32
Great Lakes Advisors
Illinois
$17.7M +$1.78M +35,278 +11%
VA
33
Valmark Advisers
Ohio
$17.6M -$717K -14,222 -4%
CISOA
34
Capital Investment Services of America
Wisconsin
$17.2M +$17.2M +341,729 New
AII
35
AGF Investments Inc
Ontario, Canada
$13.8M -$1.51M -30,004 -10%
UCFA
36
United Capital Financial Advisors
Texas
$12.9M +$835K +16,547 +7%
SF
37
Synovus Financial
Georgia
$12.9M -$112K -2,229 -0.9%
RBC
38
Ronald Blue & Co
Georgia
$12.8M +$12.1M +240,870 +2,023%
HF
39
Hoxton Financial
West Virginia
$12.6M +$420K +8,323 +3%
CCWA
40
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$11.7M +$8.82M +174,777 +307%
JIR
41
James Investment Research
Ohio
$10.9M +$3.87M +76,709 +55%
RW
42
Rand Wealth
Maryland
$10.7M +$601K +11,914 +6%
MM
43
Meridian Management
Arkansas
$10.7M -$302K -5,995 -3%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$10.2M +$3.84M +76,111 +60%
PWAG
45
Polaris Wealth Advisory Group
California
$10.2M -$536K -10,633 -5%
Goldman Sachs
46
Goldman Sachs
New York
$9.9M +$6.9M +136,829 +230%
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$9.8M -$4.93M -97,724 -33%
CCG
48
Chatham Capital Group
Georgia
$9.72M -$827K -16,400 -8%
BFG
49
Bouchey Financial Group
New York
$9.71M +$2.96M +58,647 +44%
SPC
50
Sigma Planning Corp
Michigan
$8.8M -$1.75M -34,681 -17%
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