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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 Market Value Shares Shares
Change 		Shares
Change %
VA
26
Valmark Advisers
Ohio
$17.4M 342,132 -3,014 -0.9%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$16.8M 330,925 +65,807 +25%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$16.6M 326,756 +66,781 +26%
BA
29
BlackRock Advisors
Delaware
$15.9M 314,250 -204,151 -39%
JIR
30
James Investment Research
Ohio
$15.6M 307,763 +104,984 +52%
BOTW
31
Bank of the West
California
$14.9M 293,277 -46,132 -14%
DCM
32
DeGreen Capital Management
Arizona
$14M 276,936 +28,574 +12%
SF
33
Synovus Financial
Georgia
$13.3M 263,148 +5,778 +2%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$13.3M 262,488 +211,123 +411%
RW
35
Rand Wealth
Maryland
$13.1M 257,521 +73,182 +40%
SGAM
36
Steinberg Global Asset Management
Florida
$12M 235,873 +235,873 New
SPL
37
Smart Portfolios LLC
Washington
$11.2M 220,560 -12,131 -5%
CAM
38
Caprin Asset Management
Virginia
$11.2M 220,085 -26,110 -11%
RBC
39
Ronald Blue & Co
Georgia
$11.1M 218,433 +197,736 +955%
HFA
40
High Falls Advisors
New York
$9.83M 193,690 +193,690 New
US Bancorp
41
US Bancorp
Minnesota
$9.39M 185,068 +43,441 +31%
UCFA
42
United Capital Financial Advisors
Texas
$9.38M 184,982 -57,058 -24%
CS
43
Credit Suisse
Switzerland
$8.98M 176,941 +176,941 New
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$8.92M 175,783 +28,696 +20%
CCWA
45
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.68M 171,030 +22,735 +15%
Natixis Advisors
46
Natixis Advisors
Massachusetts
$8.51M 167,644 +4,234 +3%
SIM
47
SSI Investment Management
California
$8.33M 164,179 +8,748 +6%
PAG
48
Private Advisor Group
New Jersey
$8.22M 162,107 +136,164 +525%
CCG
49
Chatham Capital Group
Georgia
$8.15M 160,650 -3,150 -2%
TC
50
Telemus Capital
Michigan
$8.08M 159,311 +42,457 +36%
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