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iShares Floating Rate Bond ETF

214 hedge funds and large institutions have $2.11B invested in iShares Floating Rate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 62 increasing their positions, 87 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+5
Holders Change %
+2.39%
% of All Funds
5.71%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.56%
New
33
Increased
62
Reduced
87
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LOCC
176
Lombard Odier & Cie (Canada)
Quebec, Canada
$111K -$202K -4,000 -65%
PTCG
177
Pring Turner Capital Group
California
$101K
CAPTRUST Financial Advisors
178
CAPTRUST Financial Advisors
North Carolina
$98.8K -$1.25M -24,604 -93%
CIR
179
Clear Investment Research
Georgia
$93K +$93K +1,828 New
CFA
180
CT Financial Advisors
Pennsylvania
$83.8K
ST
181
Smithfield Trust
Pennsylvania
$75K +$75K +1,480 New
BPBT
182
Boston Private Bank & Trust
Massachusetts
$72K
WCM
183
Wealthcare Capital Management
Virginia
$71K +$71K +1,402 New
Bessemer Group
184
Bessemer Group
New Jersey
$66K
DBT
185
Dubuque Bank & Trust
Iowa
$64K -$9.65K -190 -13%
VanEck Associates
186
VanEck Associates
New York
$63K +$63K +1,247 New
PCM
187
Parsons Capital Management
Rhode Island
$44K +$44K +873 New
HI
188
Hudock Inc
Pennsylvania
$38K +$38K +752 New
JFA
189
JNBA Financial Advisors
Minnesota
$36K
LWA
190
Lenox Wealth Advisors
New York
$36K +$50 +1 +0.1%
ASN
191
Advisory Services Network
Georgia
$35K +$4.11K +82 +13%
Citigroup
192
Citigroup
New York
$33K -$21.6M -422,710 -100%
WA
193
WFG Advisors
Texas
$32K +$103 +2 +0.3%
AF
194
Allworth Financial
California
$25K +$25K +498 New
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$21K +$21K +427 New
BAM
196
Barrett Asset Management
New York
$18K +$18K +350 New
KTC
197
Kistler-Tiffany Companies
Pennsylvania
$16K +$10.8K +211 +205%
Creative Planning
198
Creative Planning
Kansas
$15K -$22.6K -445 -60%
DOA
199
D'Orazio & Associates
Virginia
$13K
BWFA
200
Baltimore-Washington Financial Advisors
Maryland
$13K