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iShares Floating Rate Bond ETF
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Overview Fund Activity

265 hedge funds and large institutions have $2.06B invested in iShares Floating Rate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 110 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+38
Holders Change %
+16.74%
% of All Funds
6.63%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.45%
New
59
Increased
110
Reduced
61
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$423M
2
Wells Fargo
2
Wells Fargo
California
$79.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$103M
4
Goldman Sachs
4
Goldman Sachs
New York
$28.5M
5
SGAM
5
Steinberg Global Asset Management
Florida
$12M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$87.7M
2
BIM
2
BlackRock Investment Management
Delaware
$20.8M
3
WCM
3
Windham Capital Management
Massachusetts
$46.4M
4
BA
4
BlackRock Advisors
Delaware
$15.9M
5
LG
5
Leuthold Group
Minnesota
$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
126
Efficient Advisors
Ohio
$1.39M +$42.4K +836 +3%
GT
127
Glenview Trust
Kentucky
$1.39M +$1.39M +27,444 New
DAS
128
Dynamic Advisor Solutions
Arizona
$1.37M -$170K -3,361 -11%
FI
129
FormulaFolio Investments
Michigan
$1.36M +$1.36M +26,777 New
DADC
130
D.A. Davidson & Co
Montana
$1.31M +$12.2K +240 +0.9%
PCA
131
Peddock Capital Advisors
Massachusetts
$1.3M +$566K +11,148 +77%
EDRH
132
Edmond de Rothschild Holding
Switzerland
$1.29M +$912K +17,974 +240%
SP
133
Sarasin & Partners
United Kingdom
$1.27M -$1.27M -25,000 -50%
WPC
134
White Pine Capital
Minnesota
$1.24M +$288K +5,680 +30%
FA
135
FDx Advisors
Illinois
$1.22M +$376K +7,420 +45%
EAMA
136
EFG Asset Management (Americas)
Florida
$1.21M +$102K +2,009 +9%
Creative Planning
137
Creative Planning
Kansas
$1.13M +$533K +10,518 +90%
HCM
138
Hollencrest Capital Management
California
$1.09M – – –
NA
139
Nottingham Advisors
New York
$1.08M -$7.36K -145 -0.7%
BTNA
140
Bremer Trust National Association
Minnesota
$1.05M +$270K +5,322 +35%
NFP
141
Narus Financial Partners
Utah
$1.02M +$1.02M +20,121 New
CB
142
Community Bank
New York
$1.01M – – –
PAMG
143
Patton Albertson Miller Group
Tennessee
$1.01M +$564K +11,130 +126%
AP
144
Advisors Preferred
Maryland
$1M -$1.12M -21,970 -53%
PA
145
Perennial Advisors
New York
$991K +$991K +19,525 New
TAT
146
TD Ameritrade Trust
Colorado
$979K +$7.21K +142 +0.7%
PRS
147
Pinkerton Retirement Specialists
Idaho
$936K +$15K +295 +2%
Mariner
148
Mariner
Kansas
$888K -$466K -9,192 -34%
SEI Investments
149
SEI Investments
Pennsylvania
$876K -$142K -2,793 -14%
UFF
150
USA Financial Formulas
Michigan
$872K +$872K +17,196 New
4 5
6
7 8