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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 %
FHC
151
First Heartland Consultants
Missouri
$484K -$182K -3,615 -27%
WAM
152
Wealthspire Advisors (Maryland)
Maryland
$451K +$451K +8,950 New
AIG
153
American International Group
New York
$446K -$619K -12,309 -58%
MLIC
154
Mandatum Life Insurance Company
Finland
$446K +$446K +8,855 New
NPC
155
National Planning Corporation
California
$435K +$134K +2,662 +44%
GC
156
Garde Capital
Washington
$428K +$99.9K +1,982 +30%
VC
157
Vicus Capital
Pennsylvania
$426K +$104K +2,055 +32%
WCWM
158
Wooster Corthell Wealth Management
Connecticut
$397K -$245K -4,861 -38%
FAAS
159
First Allied Advisory Services
California
$395K -$1.76M -34,905 -82%
WTC
160
WhitTier Trust Company
Nevada
$386K +$27.2K +540 +8%
SEI Investments
161
SEI Investments
Pennsylvania
$371K +$31.5K +626 +9%
Citigroup
162
Citigroup
New York
$354K +$707 +14 +0.2%
SFM
163
Signet Financial Management
New Jersey
$341K +$55.9K +1,107 +20%
PAS
164
Park Avenue Securities
New York
$341K +$341K +6,757 New
WI
165
WrapManager Inc
California
$333K +$333K +6,602 New
AP
166
Advisors Preferred
Maryland
$328K +$179K +35,522 +120%
PAS
167
Partnervest Advisory Services
California
$323K +$15.6K +309 +5%
WF
168
Welch & Forbes
Massachusetts
$315K – – –
DWM
169
Dakota Wealth Management
Florida
$311K +$311K +6,163 New
BW
170
Bison Wealth
Georgia
$289K – – –
AIP
171
Ameritas Investment Partners
Nebraska
$289K +$46.2K +916 +19%
FHB
172
First Hawaiian Bank
Hawaii
$279K +$8.16K +162 +3%
VNA
173
VNBTrust National Association
Virginia
$278K -$10.1K -200 -4%
Mariner
174
Mariner
Kansas
$272K -$166K -3,276 -38%
EIM
175
Emerson Investment Management
Massachusetts
$270K – – –
5 6
7
8 9