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iShares Floating Rate Bond ETF
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Overview Fund Activity

226 hedge funds and large institutions have $3.07B invested in iShares Floating Rate Bond ETF in 2015 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 88 increasing their positions, 82 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-4
Holders Change %
-1.74%
% of All Funds
5.93%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.63%
New
27
Increased
88
Reduced
82
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$75.1M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$51.6M
3
SMA
3
Simply Money Advisors
Ohio
$21.4M
4
BIM
4
BlackRock Investment Management
Delaware
$24.8M
5
Bank of America
5
Bank of America
North Carolina
$379M

Top Sellers

1
LTI
1
Laffer Tengler Investments
Tennessee
$515M
2
WCM
2
Windham Capital Management
Massachusetts
$64M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$37.1M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$37.5M
5
PFG
5
Piershale Financial Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
101
Weatherstone Capital Management
Colorado
$1.54M +$485K +9,625 +46%
DAS
102
Dynamic Advisor Solutions
Arizona
$1.53M +$550K +10,898 +56%
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$1.52M -$832K -16,492 -35%
PAG
104
Private Advisor Group
New Jersey
$1.38M -$285K -5,652 -17%
BWAM
105
Boyd Watterson Asset Management
Ohio
$1.36M -$57.6K -1,142 -4%
DADC
106
D.A. Davidson & Co
Montana
$1.36M -$203K -4,019 -13%
CFA
107
Capstone Financial Advisors
Illinois
$1.35M +$940K +18,638 +228%
EA
108
Efficient Advisors
Ohio
$1.29M -$35.4K -702 -3%
HWP
109
Hefty Wealth Partners
Indiana
$1.26M +$1.26M +25,041 New
Prudential Financial
110
Prudential Financial
New Jersey
$1.25M +$1.25M +24,847 New
CCS
111
Crosspoint Capital Strategies
California
$1.21M +$1.2M +23,713 +13,473%
WCA
112
Westover Capital Advisors
Delaware
$1.16M +$57.1K +1,133 +5%
WPC
113
White Pine Capital
Minnesota
$1.16M +$718K +14,225 +163%
HCM
114
Hollencrest Capital Management
California
$1.14M – – –
GJIC
115
Gamble Jones Investment Counsel
California
$1.13M +$37.8K +750 +3%
NA
116
Nottingham Advisors
New York
$1.11M – – –
IFA
117
Interactive Financial Advisors
Illinois
$1.09M -$46.1K -914 -4%
AWM
118
Altavista Wealth Management
North Carolina
$1.06M -$26.7K -530 -2%
CB
119
Community Bank
New York
$1.01M – – –
IAA
120
Ironsides Asset Advisors
North Carolina
$986K +$6.71K +133 +0.7%
RJA
121
Raymond James & Associates
Florida
$975K -$465K -9,207 -32%
CC
122
Curian Capital
Colorado
$973K -$1.45M -28,755 -60%
TAT
123
TD Ameritrade Trust
Colorado
$943K -$31.7K -629 -3%
CA
124
Cetera Advisors
Colorado
$913K +$235K +4,667 +35%
MC
125
Mathes Company
New York
$908K – – –
3 4
5
6 7