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iShares Floating Rate Bond ETF
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Overview Fund Activity

227 hedge funds and large institutions have $1.94B invested in iShares Floating Rate Bond ETF in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 99 increasing their positions, 73 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
-3
Holders Change %
-1.3%
% of All Funds
6.07%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.53%
New
20
Increased
99
Reduced
73
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$208M
2
Morgan Stanley
Morgan Stanley
New York
$88M
3
WCM
Windham Capital Management
Massachusetts
$62.7M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17.9M
5
BIM
BlackRock Investment Management
Delaware
$44.1M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$56.7M
2
DCM
DeGreen Capital Management
Arizona
$12.6M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.53M
4
BA
BlackRock Advisors
Delaware
$26.3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
126
Altavista Wealth Management
North Carolina
$786K – – –
BTNA
127
Bremer Trust National Association
Minnesota
$778K +$100K +1,977 +15%
M&T Bank
128
M&T Bank
New York
$755K +$33.8K +666 +5%
BWAM
129
Boyd Watterson Asset Management
Ohio
$752K +$20K +395 +3%
Citigroup
130
Citigroup
New York
$746K +$277K +5,458 +59%
GCA
131
Greenwood Capital Associates
South Carolina
$744K +$10.7K +210 +1%
PCA
132
Peddock Capital Advisors
Massachusetts
$731K +$45.5K +896 +7%
VKH
133
Virtu KCG Holdings
New York
$711K -$2.28M -44,927 -76%
OC
134
Oppenheimer & Co
New York
$708K +$23K +453 +3%
VSWA
135
Vontobel Swiss Wealth Advisors
Switzerland
$707K -$3.87M -76,185 -85%
ATC
136
Argent Trust Co
Tennessee
$674K +$20K +394 +3%
SCA
137
Snowden Capital Advisors
New York
$660K -$7.97K -157 -1%
ACM
138
Alethea Capital Management
Washington
$660K – – –
Creative Planning
139
Creative Planning
Kansas
$594K +$517K +10,187 +672%
Comerica Bank
140
Comerica Bank
Texas
$582K -$368K -7,268 -39%
FUBT
141
First United Bank & Trust
Maryland
$573K -$64.1K -1,263 -10%
CCA
142
Clearwater Capital Advisors
Illinois
$568K +$144K +2,834 +34%
ST
143
Smithfield Trust
Pennsylvania
$567K +$500K +9,850 +746%
TNBTD
144
Trustmark National Bank Trust Department
Mississippi
$564K -$320K -6,300 -36%
IAA
145
Ironsides Asset Advisors
North Carolina
$554K +$5.07K +100 +0.9%
IFA
146
Interactive Financial Advisors
Illinois
$516K +$10.3K +202 +2%
LTI
147
Laffer Tengler Investments
Tennessee
$482K -$2.39K -47 -0.5%
WAM
148
Wealthspire Advisors (Maryland)
Maryland
$472K +$762 +15 +0.2%
NPC
149
National Planning Corporation
California
$468K -$6.54K -129 -1%
NDSI
150
Newman Dignan & Sheerar Inc
Rhode Island
$460K +$179K +3,518 +63%
4 5
6
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