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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 %
KeyBank National Association
126
KeyBank National Association
Ohio
$640K – – –
PCA
127
Peddock Capital Advisors
Massachusetts
$622K +$22.6K +447 +4%
AWS
128
Aris Wealth Services
Pennsylvania
$589K +$42.5K +840 +8%
Janney Montgomery Scott
129
Janney Montgomery Scott
Pennsylvania
$579K -$125K -2,461 -18%
SB
130
Suntrust Banks
Georgia
$574K +$151K +2,989 +36%
CWM
131
Cabot Wealth Management
Massachusetts
$558K -$288K -5,690 -34%
ICOA
132
Investment Centers of America
North Dakota
$520K +$520K +10,285 New
SFA
133
Sequoia Financial Advisors
Ohio
$442K – – –
LTI
134
Laffer Tengler Investments
Tennessee
$425K +$425K +8,384 New
Cambridge Investment Research Advisors
135
Cambridge Investment Research Advisors
Iowa
$419K +$57.5K +1,136 +16%
CFA
136
Capstone Financial Advisors
Illinois
$418K -$1.45M -28,620 -78%
FUBT
137
First United Bank & Trust
Maryland
$405K +$405K +8,003 New
CNB
138
City National Bank
California
$403K +$166K +3,273 +70%
1832 Asset Management
139
1832 Asset Management
Ontario, Canada
$371K +$371K +7,325 New
BA
140
Boston Advisors
Massachusetts
$368K +$78.4K +1,547 +27%
WTC
141
WhitTier Trust Company
Nevada
$366K -$215K -4,250 -37%
SFM
142
Signet Financial Management
New Jersey
$357K -$32.1K -633 -8%
WPC
143
White Pine Capital
Minnesota
$349K – – –
ACM
144
Aviance Capital Management
Florida
$330K -$48K -947 -13%
GC
145
Garde Capital
Washington
$330K – – –
DIA
146
Dana Investment Advisors
Wisconsin
$328K -$103K -2,024 -24%
WF
147
Welch & Forbes
Massachusetts
$317K – – –
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$299K – – –
GWA
149
Genesis Wealth Advisors
Massachusetts
$295K – – –
VNA
150
VNBTrust National Association
Virginia
$292K -$40.5K -800 -12%
4 5
6
7 8