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iShares Floating Rate Bond ETF
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Overview Fund Activity

227 hedge funds and large institutions have $1.94B invested in iShares Floating Rate Bond ETF in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 99 increasing their positions, 73 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
-3
Holders Change %
-1.3%
% of All Funds
6.07%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.53%
New
20
Increased
99
Reduced
73
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$208M
2
Morgan Stanley
2
Morgan Stanley
New York
$88M
3
WCM
3
Windham Capital Management
Massachusetts
$62.7M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17.9M
5
BIM
5
BlackRock Investment Management
Delaware
$44.1M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$56.7M
2
DCM
2
DeGreen Capital Management
Arizona
$12.6M
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.53M
4
BA
4
BlackRock Advisors
Delaware
$26.3M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CISOA
26
Capital Investment Services of America
Wisconsin
$17.4M +$40.6K +800 +0.2%
BOTW
27
Bank of the West
California
$17.2M -$2.36M -46,566 -12%
LPL Financial
28
LPL Financial
California
$15.8M -$1.08M -21,203 -6%
Goldman Sachs
29
Goldman Sachs
New York
$15M +$9.49M +186,953 +171%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$13.5M +$1.4M +27,671 +12%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$13.2M -$6.88M -135,548 -34%
SF
32
Synovus Financial
Georgia
$13.1M -$204K -4,012 -2%
DCM
33
DeGreen Capital Management
Arizona
$12.6M -$88.5M -1,743,896 -88%
CAM
34
Caprin Asset Management
Virginia
$12.5M -$248K -4,878 -2%
UCFA
35
United Capital Financial Advisors
Texas
$12.3M -$11.7M -229,685 -49%
SPL
36
Smart Portfolios LLC
Washington
$11.8M -$919K -18,105 -7%
Ameriprise
37
Ameriprise
Minnesota
$10.8M +$1.48M +29,240 +16%
JIR
38
James Investment Research
Ohio
$10.3M -$590K -11,621 -5%
MM
39
Meridian Management
Arkansas
$9.96M +$99K +1,950 +1%
RW
40
Rand Wealth
Maryland
$9.36M -$218K -4,286 -2%
LG
41
Leuthold Group
Minnesota
$8.73M +$8.73M +172,035 New
GWM
42
Geneos Wealth Management
Colorado
$8.4M +$8.2M +161,541 +4,104%
CCG
43
Chatham Capital Group
Georgia
$8.31M -$1.31M -25,825 -14%
Natixis Advisors
44
Natixis Advisors
Massachusetts
$8.29M +$149K +2,936 +2%
LPT
45
Legacy Private Trust
Wisconsin
$7.91M +$471K +9,273 +6%
SIM
46
SSI Investment Management
California
$7.89M +$2.64M +51,967 +50%
BPB
47
Badgley, Phelps & Bell
Washington
$7.87M +$7.87M +155,033 New
CCWA
48
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.53M -$25.3M -499,189 -77%
BFG
49
Bouchey Financial Group
New York
$7.52M -$2.96M -58,418 -28%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$7.47M +$850K +16,750 +13%
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