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iShares Floating Rate Bond ETF
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Overview Fund Activity

217 hedge funds and large institutions have $1.75B invested in iShares Floating Rate Bond ETF in 2015 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 85 reducing their positions, and 22 closing their positions.

Holders
217
Holders Change
+3
Holders Change %
+1.4%
% of All Funds
5.85%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.57%
New
27
Increased
69
Reduced
85
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JG
1
Jefferies Group
New York
$21.9M
2
HI
2
Horizon Investments
North Carolina
$17.2M
3
Bank of America
3
Bank of America
North Carolina
$348M
4
CCG
4
Chatham Capital Group
Georgia
$11M
5
MM
5
Meridian Management
Arkansas
$10.9M

Top Sellers

1
AUIM
1
Aegon USA Investment Management
Iowa
$0
2
AssetMark Inc
2
AssetMark Inc
California
$25M
3
Ameriprise
3
Ameriprise
Minnesota
$33.4M
4
WCM
4
Windham Capital Management
Massachusetts
$33.9M
5
EMA
5
Efficient Market Advisors
California
$41.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIM
76
Penobscot Investment Management
Massachusetts
$2.68M +$265K +5,230 +11%
RCG
77
Ruggie Capital Group
Florida
$2.65M +$2.64M +52,059 +25,149%
CC
78
Courier Capital
New York
$2.61M +$76.2K +1,504 +3%
CC
79
Curian Capital
Colorado
$2.57M -$18.7K -370 -0.7%
BCM
80
BTC Capital Management
Iowa
$2.54M +$30.8K +608 +1%
SCA
81
STALEY CAPITAL ADVISERS
Pennsylvania
$2.47M -$506K -10,000 -17%
GC
82
Guggenheim Capital
Illinois
$2.35M -$1.42M -27,967 -38%
SC
83
Scotia Capital
Ontario, Canada
$2.26M +$94.3K +1,862 +4%
FIM
84
Freedom Investment Management
Connecticut
$2.09M +$2.79K +55 +0.1%
KC
85
Kingfisher Capital
North Carolina
$1.93M -$29.6K -585 -2%
RJFSA
86
Raymond James Financial Services Advisors
Florida
$1.92M +$990K +19,555 +107%
RIA
87
Regal Investment Advisors
Michigan
$1.69M +$395K +7,799 +30%
CFMC
88
Curbstone Financial Management Corp
New Hampshire
$1.68M -$481K -9,500 -22%
NPC
89
National Planning Corporation
California
$1.67M +$1.67M +33,047 New
AP
90
Advisors Preferred
Maryland
$1.64M -$105K -2,070 -6%
DADC
91
D.A. Davidson & Co
Montana
$1.54M -$919K -18,158 -37%
WT
92
Whittier Trust
California
$1.52M – – –
VAM
93
Verity Asset Management
North Carolina
$1.51M +$1.51M +29,719 New
GJIC
94
Gamble Jones Investment Counsel
California
$1.49M -$935K -18,465 -39%
RJA
95
Raymond James & Associates
Florida
$1.44M -$52.7K -1,040 -4%
BWAM
96
Boyd Watterson Asset Management
Ohio
$1.44M +$656K +12,959 +84%
RC
97
Roundview Capital
New Jersey
$1.43M +$1.43M +28,200 New
EA
98
Efficient Advisors
Ohio
$1.4M +$62.7K +1,238 +5%
LNC
99
Lincoln National Corp
Pennsylvania
$1.35M -$28.5K -562 -2%
QI
100
QS Investors
New York
$1.35M +$1.35M +26,605 New
2 3
4
5 6