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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 %
FFA
176
First Foundation Advisors
California
$270K +$270K +5,346 New
NFG
177
Next Financial Group
Texas
$255K -$25K -496 -9%
RCAG
178
Rehmann Capital Advisory Group
Michigan
$246K +$28K +555 +13%
1832 Asset Management
179
1832 Asset Management
Ontario, Canada
$244K -$229K -4,525 Closed
IWM
180
Integrated Wealth Management
California
$240K – – –
BWM
181
Braver Wealth Management
Massachusetts
$239K +$50 +1 +0%
BHB
182
Bank Hapoalim BM
Israel
$238K -$4.64M -92,090 -95%
IH
183
IFC Holdings
Florida
$226K -$66.6K -1,321 -23%
BRF
184
B. Riley Financial
California
$220K +$220K +4,360 New
Bank of Montreal
185
Bank of Montreal
Ontario, Canada
$212K -$43.7K -868 -17%
KA
186
Klingman & Associates
New York
$212K +$10.1K +200 +5%
TDC
187
Thompson Davis & Co
Virginia
$209K +$2.32K +46 +1%
NPF
188
Norris Perne & French
Michigan
$202K – – –
PIA
189
Piedmont Investment Advisors
North Carolina
$187K – – –
DPA
190
Delphi Private Advisors
California
$183K +$183K +3,633 New
PG
191
Patten Group
Tennessee
$134K – – –
UFA
192
US Financial Advisors
Massachusetts
$131K +$131K +2,597 New
AFP
193
Ausdal Financial Partners
Iowa
$111K +$111K +2,201 New
ASN
194
Advisory Services Network
Georgia
$105K -$192K -3,807 -65%
CFA
195
CT Financial Advisors
Pennsylvania
$89.8K – – –
LOCC
196
Lombard Odier & Cie (Canada)
Quebec, Canada
$86K -$25.3K -500 -23%
SAM
197
Shamrock Asset Management
Texas
$85K -$2.41K -48 -3%
ST
198
Smithfield Trust
Pennsylvania
$75K – – –
ACM
199
Argentus Capital Management
Texas
$62K -$4.74M -94,717 -99%
APSP
200
Asset Planning Services (Pennsylvania)
Pennsylvania
$60K -$10.8K -214 -15%
6 7
8
9 10