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iShares Floating Rate Bond ETF
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Overview Fund Activity

265 hedge funds and large institutions have $2.06B invested in iShares Floating Rate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 110 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+38
Holders Change %
+16.74%
% of All Funds
6.63%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.45%
New
59
Increased
110
Reduced
61
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$423M
2
Wells Fargo
2
Wells Fargo
California
$79.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$103M
4
Goldman Sachs
4
Goldman Sachs
New York
$28.5M
5
SGAM
5
Steinberg Global Asset Management
Florida
$12M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$87.7M
2
BIM
2
BlackRock Investment Management
Delaware
$20.8M
3
WCM
3
Windham Capital Management
Massachusetts
$46.4M
4
BA
4
BlackRock Advisors
Delaware
$15.9M
5
LG
5
Leuthold Group
Minnesota
$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFA
176
Interactive Financial Advisors
Illinois
$446K -$70.1K -1,380 -14%
WAM
177
Wealthspire Advisors (Maryland)
Maryland
$443K -$28.4K -560 -6%
PAS
178
Park Avenue Securities
New York
$443K +$191K +3,756 +76%
GC
179
Garde Capital
Washington
$431K +$101K +1,982 +30%
IAA
180
Ironsides Asset Advisors
North Carolina
$428K -$126K -2,480 -23%
HS
181
Horan Securities
United States
$413K +$11.5K +226 +3%
ACP
182
Aveo Capital Partners
Colorado
$407K +$407K +8,017 New
SFM
183
Signet Financial Management
New Jersey
$405K +$23.3K +459 +6%
BGC
184
Blue Granite Capital
South Carolina
$396K +$396K +7,800 New
WTC
185
WhitTier Trust Company
Nevada
$386K – – –
KC
186
Kingfisher Capital
North Carolina
$385K +$385K +7,584 New
OAM
187
Occidental Asset Management
California
$361K +$361K +7,122 New
Janney Montgomery Scott
188
Janney Montgomery Scott
Pennsylvania
$360K +$160K +3,149 +80%
WP
189
WealthSource Partners
California
$355K -$455K -8,967 -56%
NAM
190
NTV Asset Management
West Virginia
$355K +$355K +7,000 New
MLIC
191
Mandatum Life Insurance Company
Finland
$352K – – –
SWM
192
Stockman Wealth Management
Montana
$344K +$344K +6,769 New
WF
193
Welch & Forbes
Massachusetts
$317K – – –
SWP
194
Stratos Wealth Partners
Ohio
$313K -$81.6K -1,611 -21%
MC
195
Mathes Company
New York
$304K – – –
Allianz Asset Management
196
Allianz Asset Management
Germany
$304K +$304K +6,000 New
BWM
197
Braver Wealth Management
Massachusetts
$303K -$3.35K -66 -1%
QCMC
198
Quantum Capital Management (California)
California
$299K +$299K +5,888 New
IWM
199
Integrated Wealth Management
California
$289K – – –
HSA
200
HBK Sorce Advisory
Pennsylvania
$287K -$3.3K -65 -1%
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