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iShares Floating Rate Bond ETF
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Overview Fund Activity

214 hedge funds and large institutions have $2.11B invested in iShares Floating Rate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 62 increasing their positions, 87 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+5
Holders Change %
+2.39%
% of All Funds
5.71%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.56%
New
33
Increased
62
Reduced
87
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$108M
2
WCM
2
Windham Capital Management
Massachusetts
$88.9M
3
AUIM
3
Aegon USA Investment Management
Iowa
$220M
4
BTS
4
BB&T Securities
Virginia
$25.1M
5
GAIA
5
Global Atlantic Investment Advisors
Indiana
$25.5M

Top Sellers

1
WIM
1
Windhaven Investment Management
Massachusetts
$0
2
Ameriprise
2
Ameriprise
Minnesota
$89.5M
3
MG
3
Mather Group
Illinois
$746K
4
Bank of America
4
Bank of America
North Carolina
$335M
5
Citigroup
5
Citigroup
New York
$33K
Name Holding Trade Value Shares
Change 		Shares
Change %
GCA
76
Greenwood Capital Associates
South Carolina
$2.46M +$123K +2,430 +5%
GJIC
77
Gamble Jones Investment Counsel
California
$2.42M -$360K -7,108 -13%
PIM
78
Penobscot Investment Management
Massachusetts
$2.42M +$270K +5,340 +13%
TNBTD
79
Trustmark National Bank Trust Department
Mississippi
$2.41M -$28.8K -568 -1%
SC
80
Scotia Capital
Ontario, Canada
$2.17M +$287K +5,665 +15%
CFMC
81
Curbstone Financial Management Corp
New Hampshire
$2.16M -$220K -4,350 -9%
FIM
82
Freedom Investment Management
Connecticut
$2.09M +$343K +6,770 +20%
KC
83
Kingfisher Capital
North Carolina
$1.96M -$35.4K -698 -2%
AP
84
Advisors Preferred
Maryland
$1.75M +$70.9K +1,400 +4%
Bank of New York Mellon
85
Bank of New York Mellon
New York
$1.62M -$48.2K -953 -3%
CW
86
Cabot-Wellington
Massachusetts
$1.57M -$12.7K -250 -0.8%
Comerica Bank
87
Comerica Bank
Texas
$1.54M -$887K -17,518 -37%
WT
88
Whittier Trust
California
$1.52M -$175K -3,449 -10%
RJA
89
Raymond James & Associates
Florida
$1.49M -$93.6K -1,847 -6%
IH
90
IFC Holdings
Florida
$1.43M -$671K -13,241 -32%
LNC
91
Lincoln National Corp
Pennsylvania
$1.38M -$343K -6,770 -20%
EA
92
Efficient Advisors
Ohio
$1.33M +$292K +5,762 +28%
FAAS
93
First Allied Advisory Services
California
$1.31M -$1.54M -30,411 -54%
RIA
94
Regal Investment Advisors
Michigan
$1.3M +$88.5K +1,749 +7%
PAG
95
Private Advisor Group
New Jersey
$1.29M -$566K -11,186 -30%
CWM
96
Concert Wealth Management
California
$1.28M +$1.28M +27,722 New
IFA
97
Interactive Financial Advisors
Illinois
$1.24M -$76.7K -1,516 -6%
TAT
98
TD Ameritrade Trust
Colorado
$1.24M -$20.6K -406 -2%
WCA
99
Westover Capital Advisors
Delaware
$1.19M -$1.01K -20 -0.1%
MFS
100
MSI Financial Services
Massachusetts
$1.19M +$90K +1,778 +8%
2 3
4
5 6