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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 %
AIP
151
ARS Investment Partners
New York
$869K +$869K +17,123 New
RFC
152
Regions Financial Corp
Alabama
$810K -$192K -3,782 -19%
BWAM
153
Boyd Watterson Asset Management
Ohio
$757K +$5.68K +112 +0.8%
Millennium Management
154
Millennium Management
New York
$748K -$2.56M -50,489 -77%
CG
155
Colony Group
Massachusetts
$742K +$742K +14,625 New
CFMC
156
Curbstone Financial Management Corp
New Hampshire
$719K -$785K -15,475 -52%
Citigroup
157
Citigroup
New York
$716K -$29.2K -575 -4%
HFS
158
HL Financial Services
Kentucky
$710K +$350K +6,900 +97%
SCA
159
Snowden Capital Advisors
New York
$710K +$49.9K +984 +8%
M&T Bank
160
M&T Bank
New York
$702K -$53.3K -1,050 -7%
ATC
161
Argent Trust Co
Tennessee
$673K – – –
ACM
162
Alethea Capital Management
Washington
$660K – – –
RCAG
163
Rehmann Capital Advisory Group
Michigan
$643K +$350K +6,898 +119%
PWM
164
Perigon Wealth Management
California
$622K +$595K +11,691 +2,173%
ICOA
165
Investment Centers of America
North Dakota
$606K +$606K +11,959 New
AWM
166
Altavista Wealth Management
North Carolina
$602K -$184K -3,625 -23%
Comerica Bank
167
Comerica Bank
Texas
$567K -$14.8K -292 -3%
OC
168
Oppenheimer & Co
New York
$563K -$144K -2,841 -20%
GCA
169
Greenwood Capital Associates
South Carolina
$554K -$190K -3,748 -26%
LTI
170
Laffer Tengler Investments
Tennessee
$540K +$58.4K +1,151 +12%
CLOS
171
Compagnie Lombard Odier SCmA
Switzerland
$522K +$233K +4,600 +81%
FUBT
172
First United Bank & Trust
Maryland
$521K -$51.2K -1,010 -9%
BHB
173
Bank Hapoalim BM
Israel
$521K +$232K +4,580 +80%
PA
174
Pinnacle Associates
New York
$479K +$29.2K +576 +6%
RVPG
175
Relative Value Partners Group
$475K +$475K +9,355 New
5 6
7
8 9