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iShares Floating Rate Bond ETF
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Overview Fund Activity

308 hedge funds and large institutions have $2.63B invested in iShares Floating Rate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 137 increasing their positions, 62 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
+43
Holders Change %
+16.23%
% of All Funds
7.68%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.57%
New
65
Increased
137
Reduced
62
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$502M
2
Wells Fargo
Wells Fargo
California
$149M
3
AllianceBernstein
AllianceBernstein
Tennessee
$53.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$66.6M
5
JIR
James Investment Research
Ohio
$52.5M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$30.5M
2
WCM
Windham Capital Management
Massachusetts
$23.4M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.5M
4
CS
Credit Suisse
Switzerland
$0
5
RBC
Ronald Blue & Co
Georgia
$2.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
UFF
176
USA Financial Formulas
Michigan
$899K +$23.8K +467 +3%
SCA
177
Snowden Capital Advisors
New York
$880K +$168K +3,303 +24%
BWAM
178
Boyd Watterson Asset Management
Ohio
$820K +$60.8K +1,195 +8%
Millennium Management
179
Millennium Management
New York
$811K +$60.6K +1,190 +8%
ICOA
180
Investment Centers of America
North Dakota
$802K +$193K +3,790 +32%
AWM
181
Altavista Wealth Management
North Carolina
$797K +$194K +3,815 +32%
VAM
182
Verity Asset Management
North Carolina
$789K +$789K +15,508 New
HFS
183
HL Financial Services
Kentucky
$763K +$50.9K +1,000 +7%
SAM
184
Shamrock Asset Management
Texas
$754K +$754K +14,826 New
WT
185
Whittier Trust
California
$733K -$1.15M -22,695 -61%
APP
186
Avantax Planning Partners
Iowa
$723K +$723K +14,214 New
CFMC
187
Curbstone Financial Management Corp
New Hampshire
$711K -$10.2K -200 -1%
CFA
188
Camarda Financial Advisors
Florida
$705K -$1.07M -21,048 -60%
CCFCSB
189
Cape Cod Five Cents Savings Bank
Massachusetts
$697K +$697K +13,701 New
WB
190
WesBanco Bank
West Virginia
$696K +$696K +13,668 New
ACM
191
Alethea Capital Management
Washington
$661K – – –
TAT
192
TD Ameritrade Trust
Colorado
$654K -$327K -6,430 -33%
SS
193
Simplicity Solutions
Minnesota
$648K +$422K +8,301 +187%
AWA
194
Arete Wealth Advisors
Illinois
$633K +$633K +12,450 New
QFA
195
Quattro Financial Advisors
Texas
$632K +$632K +12,460 New
PWM
196
Perigon Wealth Management
California
$623K +$1.32K +26 +0.2%
Comerica Bank
197
Comerica Bank
Texas
$605K +$35.4K +695 +6%
RCAG
198
Rehmann Capital Advisory Group
Michigan
$592K -$52.6K -1,035 -8%
KWM
199
Kingsview Wealth Management
Oregon
$565K +$565K +11,099 New
LTI
200
Laffer Tengler Investments
Tennessee
$537K -$4.38K -86 -0.8%
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