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iShares Floating Rate Bond ETF

227 hedge funds and large institutions have $1.94B invested in iShares Floating Rate Bond ETF in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 99 increasing their positions, 73 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
-3
Holders Change %
-1.3%
% of All Funds
6.07%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.53%
New
20
Increased
99
Reduced
73
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
201
LBA Wealth Management
Florida
$73K +$73K +1,438 New
IF
202
Ironwood Financial
Arizona
$64K -$3.53K -70 -5%
NR
203
Newfound Research
Massachusetts
$62K +$12.4K +242 +25%
APSP
204
Asset Planning Services (Pennsylvania)
Pennsylvania
$61K +$153 +3 +0.3%
SIG
205
Stanford Investment Group
California
$59K
SWA
206
Sutton Wealth Advisors
Florida
$52K -$46.6K -919 -47%
HI
207
Hudock Inc
Pennsylvania
$38K
IPC
208
Independent Portfolio Consultants
Florida
$29K +$29K +575 New
CFA
209
Carroll Financial Associates
North Carolina
$28K -$25K -493 -47%
PWM
210
Perigon Wealth Management
California
$27K
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$25K
AF
212
Allworth Financial
California
$25K
RCG
213
Ruggie Capital Group
Florida
$25K
GBBWRPM
214
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$24K
TDC
215
Thompson Davis & Co
Virginia
$22K -$466K -3,957 -95%
DOA
216
D'Orazio & Associates
Virginia
$12K +$12K +250 New
NC
217
NewSquare Capital
Pennsylvania
$10K -$49.8K -1,020 -83%
WTB
218
Washington Trust Bank
Washington
$9K +$9K +168 New
AP
219
Atwood & Palmer
Missouri
$5K
PFSC
220
Peoples Financial Services Corp
Pennsylvania
$4K +$4K +74 New
WEC
221
Winslow Evans & Crocker
Massachusetts
$3.5K
VIA
222
Vantage Investment Advisors
Pennsylvania
$3K -$47.1K -848 -94%
LWA
223
Lowe Wealth Advisors
Maryland
$3K
TFA
224
Transamerica Financial Advisors
Florida
$1K -$1K -1 -50%
WA
225
WFG Advisors
Texas
$1K