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iShares Floating Rate Bond ETF

209 hedge funds and large institutions have $3.15B invested in iShares Floating Rate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 70 increasing their positions, 70 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+10
Holders Change %
+5.03%
% of All Funds
5.58%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.61%
New
42
Increased
70
Reduced
70
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VNA
151
VNBTrust National Association
Virginia
$332K
BA
152
BlackRock Advisors
Delaware
$331K -$95.5K -1,890 -22%
SAM
153
Shamrock Asset Management
Texas
$331K -$20.8K -412 -6%
GC
154
Garde Capital
Washington
$329K
VC
155
Vicus Capital
Pennsylvania
$318K +$42.3K +838 +15%
WF
156
Welch & Forbes
Massachusetts
$316K
LOCC
157
Lombard Odier & Cie (Canada)
Quebec, Canada
$313K -$1.6M -31,700 -84%
CA
158
Cetera Advisors
Colorado
$313K -$351 -7 -0.1%
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$298K +$267K +5,280 +857%
GWA
160
Genesis Wealth Advisors
Massachusetts
$294K +$294K +5,815 New
BA
161
Boston Advisors
Massachusetts
$289K +$28K +554 +11%
DSN
162
D. Scott Neal
Kentucky
$278K
GT
163
Glenview Trust
Kentucky
$263K +$263K +5,209 New
CAN
164
Cetera Advisor Networks
California
$261K -$145K -2,899 -36%
OC
165
Oppenheimer & Co
New York
$260K +$39.4K +779 +18%
BWM
166
Braver Wealth Management
Massachusetts
$259K +$259K +5,115 New
PWMAG
167
Pinnacle Wealth Management Advisory Group
New Jersey
$255K +$255K +5,040 New
RCAG
168
Rehmann Capital Advisory Group
Michigan
$253K -$8K -158 -3%
Deutsche Bank
169
Deutsche Bank
Germany
$250K +$112K +2,216 +81%
AssetMark Inc
170
AssetMark Inc
California
$249K -$65.3M -1,292,372 -100%
HCM
171
Hollencrest Capital Management
California
$240K -$98.5K -1,950 -29%
AIP
172
Ameritas Investment Partners
Nebraska
$237K +$237K +4,697 New
CNB
173
City National Bank
California
$236K -$97K -1,921 -29%
NFG
174
Next Financial Group
Texas
$228K -$51.4K -1,016 -18%
SAM
175
Stringer Asset Management
Tennessee
$224K +$56.1K +1,111 +33%