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iShares Floating Rate Bond ETF
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Overview Fund Activity

226 hedge funds and large institutions have $2.44B invested in iShares Floating Rate Bond ETF in 2016 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 98 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
–
Holders Change %
0%
% of All Funds
6.03%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.61%
New
31
Increased
61
Reduced
98
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GLA
1
Great Lakes Advisors
Illinois
$37.2M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$28.3M
3
BIM
3
BlackRock Investment Management
Delaware
$38.2M
4
BA
4
BlackRock Advisors
Delaware
$39.5M
5
UBS Group
5
UBS Group
Switzerland
$75.9M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$46.5M
3
SGAM
3
Steinberg Global Asset Management
Florida
$0
4
Ameriprise
4
Ameriprise
Minnesota
$26.1M
5
AII
5
AGF Investments Inc
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
176
First Foundation Advisors
California
$270K – – –
GWM
177
Geneos Wealth Management
Colorado
$267K +$267K +5,313 New
MLIC
178
Mandatum Life Insurance Company
Finland
$255K -$191K -3,795 -43%
NFG
179
Next Financial Group
Texas
$255K +$251 +5 +0.1%
SBH
180
Segall Bryant & Hamill
Illinois
$252K +$252K +5,000 New
RCAG
181
Rehmann Capital Advisory Group
Michigan
$246K – – –
SI
182
SII Investments
Wisconsin
$241K +$241K +4,787 New
IWM
183
Integrated Wealth Management
California
$240K – – –
BHB
184
Bank Hapoalim BM
Israel
$238K – – –
BRF
185
B. Riley Financial
California
$218K -$1.41K -28 -0.6%
FHC
186
First Heartland Consultants
Missouri
$216K -$268K -5,307 -55%
KA
187
Klingman & Associates
New York
$212K – – –
TDC
188
Thompson Davis & Co
Virginia
$209K – – –
LOT
189
Lombard Odier Transatlantic
Quebec, Canada
$207K -$303K -6,000 -59%
BAAM
190
Baker Avenue Asset Management
California
$202K -$5.42M -107,399 -96%
NPF
191
Norris Perne & French
Michigan
$202K – – –
EWM
192
Evercore Wealth Management
New York
$193K +$193K +3,835 New
PIA
193
Piedmont Investment Advisors
North Carolina
$179K -$7.46K -148 -4%
IF
194
Ironwood Financial
Arizona
$177K +$177K +3,508 New
Walleye Trading
195
Walleye Trading
New York
$157K +$157K +3,110 New
RCG
196
Ruggie Capital Group
Florida
$134K +$134K +2,642 New
UFA
197
US Financial Advisors
Massachusetts
$131K – – –
PG
198
Patten Group
Tennessee
$130K -$3.78K -75 -3%
Bessemer Group
199
Bessemer Group
New Jersey
$101K +$101K +2,000 New
SWA
200
Sutton Wealth Advisors
Florida
$98K +$98K +1,944 New
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