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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 %
IF
176
Ironwood Financial
Arizona
$223K +$223K +4,405 New
DWM
177
Dakota Wealth Management
Florida
$222K +$222K +4,404 New
BJ
178
Brouwer & Janachowski
California
$212K -$59.7K -1,180 -22%
NPF
179
Norris Perne & French
Michigan
$202K
PG
180
Patten Group
Tennessee
$184K +$184K +3,640 New
SIA
181
Stancorp Investment Advisers
Oregon
$150K +$150K +2,972 New
SIG
182
Stanford Investment Group
California
$120K +$120K +2,370 New
PTCG
183
Pring Turner Capital Group
California
$100K +$100K +1,986 New
CFA
184
CT Financial Advisors
Pennsylvania
$83.6K +$83.6K +1,655 New
DBT
185
Dubuque Bank & Trust
Iowa
$73K -$9.31K -185 -11%
BPBT
186
Boston Private Bank & Trust
Massachusetts
$72K
Bessemer Group
187
Bessemer Group
New Jersey
$66K
NPC
188
National Planning Corporation
California
$65.3K +$65.3K +1,291 New
RCG
189
Ruggie Capital Group
Florida
$45K +$45K +888 New
Creative Planning
190
Creative Planning
Kansas
$37K -$39.4K -789 -52%
JFA
191
JNBA Financial Advisors
Minnesota
$36K
LWA
192
Lenox Wealth Advisors
New York
$36K +$50 +1 +0.1%
BRWM
193
B. Riley Wealth Management
Tennessee
$36K +$29.8K +601 +481%
WA
194
WFG Advisors
Texas
$31K +$5.08K +102 +20%
ASN
195
Advisory Services Network
Georgia
$31K +$31K +616 New
BBHC
196
Brown Brothers Harriman & Co
New York
$20K +$20K +400 New
DOA
197
D'Orazio & Associates
Virginia
$13K
BWFA
198
Baltimore-Washington Financial Advisors
Maryland
$13K +$13K +250 New
CFN
199
Cordasco Financial Network
Florida
$12K
MAS
200
Madden Advisory Services
Florida
$11K