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iShares Floating Rate Bond ETF
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Overview Fund Activity

230 hedge funds and large institutions have $3.26B invested in iShares Floating Rate Bond ETF in 2015 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 80 increasing their positions, 81 reducing their positions, and 17 closing their positions.

Holders
230
Holders Change
+13
Holders Change %
+5.99%
% of All Funds
6.43%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.64%
New
33
Increased
80
Reduced
81
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$547M
2
AssetMark Inc
2
AssetMark Inc
California
$99.1M
3
WCM
3
Windham Capital Management
Massachusetts
$107M
4
SPL
4
Smart Portfolios LLC
Washington
$23.6M
5
PFG
5
Piershale Financial Group
Illinois
$18.7M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$4.7M
2
JG
2
Jefferies Group
New York
$0
3
HI
3
Horizon Investments
North Carolina
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$26.5M
5
FEG
5
Financial Enhancement Group
Indiana
$4.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
101
Roundview Capital
New Jersey
$1.42M – – –
BWAM
102
Boyd Watterson Asset Management
Ohio
$1.42M -$11.2K -221 -0.8%
QI
103
QS Investors
New York
$1.34M – – –
EA
104
Efficient Advisors
Ohio
$1.32M -$67.5K -1,337 -5%
LNC
105
Lincoln National Corp
Pennsylvania
$1.23M -$111K -2,211 -8%
MFS
106
MSI Financial Services
Massachusetts
$1.22M +$159K +3,150 +15%
HCM
107
Hollencrest Capital Management
California
$1.14M +$1.14M +22,485 New
IFA
108
Interactive Financial Advisors
Illinois
$1.13M -$61.6K -1,220 -5%
NA
109
Nottingham Advisors
New York
$1.11M +$1.11M +22,016 New
WCA
110
Westover Capital Advisors
Delaware
$1.1M -$83.8K -1,662 -7%
GJIC
111
Gamble Jones Investment Counsel
California
$1.09M -$395K -7,822 -27%
AWM
112
Altavista Wealth Management
North Carolina
$1.08M +$22.5K +445 +2%
AIG
113
American International Group
New York
$1.07M +$647K +12,823 +154%
EDRH
114
Edmond de Rothschild Holding
Switzerland
$1.07M -$97.9K -1,940 -8%
WCM
115
Weatherstone Capital Management
Colorado
$1.05M -$102K -2,018 -9%
CWM
116
Concert Wealth Management
California
$1.03M +$9.96K +198 +1%
MG
117
Mather Group
Illinois
$1.02M +$281K +5,563 +38%
CB
118
Community Bank
New York
$1.01M +$1.01M +20,000 New
FA
119
FDx Advisors
Illinois
$985K +$644K +12,768 +189%
IAA
120
Ironsides Asset Advisors
North Carolina
$979K +$319K +6,317 +48%
DAS
121
Dynamic Advisor Solutions
Arizona
$979K +$979K +19,402 New
TAT
122
TD Ameritrade Trust
Colorado
$975K -$69.3K -1,373 -7%
Schroder Investment Management Group
123
Schroder Investment Management Group
United Kingdom
$933K -$33.8K -670 -3%
MC
124
Mathes Company
New York
$908K -$202K -4,000 -18%
CFMC
125
Curbstone Financial Management Corp
New Hampshire
$875K -$793K -15,725 -48%
3 4
5
6 7