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iShares Floating Rate Bond ETF
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Overview Fund Activity

308 hedge funds and large institutions have $2.63B invested in iShares Floating Rate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 137 increasing their positions, 62 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
+43
Holders Change %
+16.23%
% of All Funds
7.68%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.57%
New
65
Increased
137
Reduced
62
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$502M
2
Wells Fargo
Wells Fargo
California
$149M
3
AllianceBernstein
AllianceBernstein
Tennessee
$53.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$66.6M
5
JIR
James Investment Research
Ohio
$52.5M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$30.5M
2
WCM
Windham Capital Management
Massachusetts
$23.4M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.5M
4
CS
Credit Suisse
Switzerland
$0
5
RBC
Ronald Blue & Co
Georgia
$2.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFP
151
Narus Financial Partners
Utah
$1.52M +$491K +9,657 +48%
CG
152
Colony Group
Massachusetts
$1.51M +$765K +15,030 +103%
EA
153
Efficient Advisors
Ohio
$1.46M +$59.7K +1,173 +4%
DADC
154
D.A. Davidson & Co
Montana
$1.46M +$142K +2,791 +11%
OC
155
Oppenheimer & Co
New York
$1.44M +$872K +17,146 +155%
Creative Planning
156
Creative Planning
Kansas
$1.42M +$289K +5,672 +26%
MM
157
Meridian Management
Arkansas
$1.41M -$3.09M -60,661 -69%
BTNA
158
Bremer Trust National Association
Minnesota
$1.4M +$350K +6,888 +33%
DAS
159
Dynamic Advisor Solutions
Arizona
$1.4M +$20.3K +400 +1%
EDRH
160
Edmond de Rothschild Holding
Switzerland
$1.39M +$96.6K +1,900 +7%
TCM
161
Texan Capital Management
Texas
$1.38M +$1.38M +27,107 New
SG Americas Securities
162
SG Americas Securities
New York
$1.38M -$3.84M -75,410 -74%
TNBTD
163
Trustmark National Bank Trust Department
Mississippi
$1.34M -$460K -9,033 -25%
Citigroup
164
Citigroup
New York
$1.28M +$558K +10,969 +78%
SP
165
Sarasin & Partners
United Kingdom
$1.27M – – –
HCM
166
Hollencrest Capital Management
California
$1.17M +$74.8K +1,471 +7%
PA
167
Perennial Advisors
New York
$1.17M +$172K +3,375 +17%
IAA
168
Ironsides Asset Advisors
North Carolina
$1.11M +$679K +13,346 +158%
PAMG
169
Patton Albertson Miller Group
Tennessee
$1.09M +$77.6K +1,527 +8%
NA
170
Nottingham Advisors
New York
$1.09M +$3.31K +65 +0.3%
OMC
171
Old Mission Capital
Illinois
$1.03M +$1.03M +20,251 New
CB
172
Community Bank
New York
$1.02M – – –
WPC
173
White Pine Capital
Minnesota
$985K -$258K -5,070 -21%
1832 Asset Management
174
1832 Asset Management
Ontario, Canada
$955K -$986K -19,363 -51%
SWP
175
Stratos Wealth Partners
Ohio
$926K +$612K +12,023 +195%
5 6
7
8 9