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iShares Floating Rate Bond ETF
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Overview Fund Activity

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
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$108M
2
WCM
2
Windham Capital Management
Massachusetts
$88.9M
3
AUIM
3
Aegon USA Investment Management
Iowa
$220M
4
BTS
4
BB&T Securities
Virginia
$25.1M
5
GAIA
5
Global Atlantic Investment Advisors
Indiana
$25.5M

Top Sellers

1
WIM
1
Windhaven Investment Management
Massachusetts
$0
2
Ameriprise
2
Ameriprise
Minnesota
$89.5M
3
MG
3
Mather Group
Illinois
$746K
4
Bank of America
4
Bank of America
North Carolina
$335M
5
Citigroup
5
Citigroup
New York
$33K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFN
201
Cordasco Financial Network
Florida
$12K – – –
PIA
202
Piedmont Investment Advisors
North Carolina
$10.1K – – –
RCG
203
Ruggie Capital Group
Florida
$10K -$32.9K -681 -77%
CCS
204
Crosspoint Capital Strategies
California
$9K +$9K +176 New
LWCFA
205
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K – – –
PSI
206
Pinnacle Summer Investments
Virginia
$7K – – –
LIA
207
LS Investment Advisors
Michigan
$5K – – –
AP
208
Atwood & Palmer
Missouri
$5K – – –
TDC
209
Thompson Davis & Co
Virginia
$4K +$4K +80 New
LWA
210
Lowe Wealth Advisors
Maryland
$3K – – –
CWM
211
Catamount Wealth Management
Connecticut
$2K +$2K +39 New
W
212
Wealthfront
California
$1K – – –
VC
213
Vicus Capital
Pennsylvania
$398 +$79 +1,553 +25%
Manulife (Manufacturers Life Insurance)
214
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$33 +$25 +493 +316%
WIM
215
Windhaven Investment Management
Massachusetts
– -$108M -2,146,626 Closed
ECML
216
Eagle Capital Management (Louisiana)
Louisiana
– -$21.3M -421,085 Closed
SMA
217
Simply Money Advisors
Ohio
– -$17.7M -350,633 Closed
AWA
218
ARS Wealth Advisors
Florida
– -$12.4M -244,513 Closed
BFA
219
Beaumont Financial Advisors
Massachusetts
– -$11.5M -226,904 Closed
CCG
220
Chatham Capital Group
Georgia
– -$11.1M -219,175 Closed
VKH
221
Virtu KCG Holdings
New York
– -$10M -198,790 Closed
JG
222
Jefferies Group
New York
– -$3.47M -68,580 Closed
VFS
223
VSR Financial Services
Kansas
– -$2.91M -57,548 Closed
AT
224
Arden Trust
Delaware
– -$858K -16,984 Closed
William Blair & Company
225
William Blair & Company
Illinois
– -$601K -11,885 Closed
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9
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