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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 %
SIG
201
Stanford Investment Group
California
$59K -$25.5K -505 -30%
NR
202
Newfound Research
Massachusetts
$55K +$55K +1,095 New
CFA
203
Carroll Financial Associates
North Carolina
$52K -$54.6K -1,097 -51%
MFW
204
Mosaic Family Wealth
Missouri
$49K +$49K +990 New
RFWA
205
RPg Family Wealth Advisory
Massachusetts
$47.7K +$47.7K +946 New
HI
206
Hudock Inc
Pennsylvania
$45K – – –
JFA
207
JNBA Financial Advisors
Minnesota
$36K – – –
CAPTRUST Financial Advisors
208
CAPTRUST Financial Advisors
North Carolina
$30K -$1.94K -39 -6%
Creative Planning
209
Creative Planning
Kansas
$30K +$14.9K +293 +99%
TFA
210
Transamerica Financial Advisors
Florida
$26K -$709K -13,665 -96%
AF
211
Allworth Financial
California
$25K +$25K +496 New
GBBWRPM
212
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$24K +$24K +482 New
LWA
213
Lenox Wealth Advisors
New York
$19K +$3.21K +65 +20%
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
$19K +$9.63K +192 +103%
DBT
215
Dubuque Bank & Trust
Iowa
$18K – – –
WP
216
WealthPLAN Partners
Nebraska
$16.3K +$16.3K +966 New
DOA
217
D'Orazio & Associates
Virginia
$13K – – –
CFN
218
Cordasco Financial Network
Florida
$12K – – –
PSI
219
Pinnacle Summer Investments
Virginia
$7K – – –
AIA
220
Allegis Investment Advisors
Idaho
$6K +$6K +113 New
AP
221
Atwood & Palmer
Missouri
$5K – – –
WEC
222
Winslow Evans & Crocker
Massachusetts
$3.48K +$2.09K +42 +150%
LWA
223
Lowe Wealth Advisors
Maryland
$3K – – –
FNBT
224
FineMark National Bank & Trust
Florida
$2K – – –
WA
225
WFG Advisors
Texas
$1K -$149K -2,831 -99%
7 8
9
10 11