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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 %
AIP
201
Ameritas Investment Partners
Nebraska
$284K -$31.9K -630 -10%
VNA
202
VNBTrust National Association
Virginia
$279K – – –
BW
203
Bison Wealth
Georgia
$278K – – –
AIM
204
Astor Investment Management
Illinois
$269K +$269K +5,305 New
SI
205
SII Investments
Wisconsin
$264K +$264K +5,147 New
LFAS
206
Level Four Advisory Services
Texas
$254K +$254K +5,003 New
MWP
207
MYCIO Wealth Partners
Pennsylvania
$254K +$254K +5,012 New
CC
208
Cedar Capital
Illinois
$250K -$152K -2,987 -38%
NFG
209
Next Financial Group
Texas
$245K -$50.7K -998 -17%
WAM
210
Weatherly Asset Management
California
$245K +$245K +4,830 New
SS
211
Simplicity Solutions
Minnesota
$225K +$10.1K +200 +5%
CAM
212
Concorde Asset Management
Michigan
$215K +$8.51K +168 +4%
HCM
213
Highlander Capital Management
New Jersey
$213K +$213K +4,200 New
KA
214
Klingman & Associates
New York
$203K – – –
SBIA
215
Sheaff Brock Investment Advisors
Indiana
$203K – – –
NPF
216
Norris Perne & French
Michigan
$203K – – –
FHC
217
First Heartland Consultants
Missouri
$201K -$6.97K -137 -3%
LYV
218
Live Your Vision
Pennsylvania
$199K +$119K +2,354 +149%
AIM
219
Advantage Investment Management
Iowa
$151K – – –
PIA
220
Piedmont Investment Advisors
North Carolina
$141K -$49K -965 -26%
PG
221
Patten Group
Tennessee
$131K -$5.08K -100 -4%
YWP
222
YorkBridge Wealth Partners
New York
$120K +$120K +2,360 New
WIM
223
Westside Investment Management
California
$119K +$119K +2,353 New
MLM
224
Mount Lucas Management
Pennsylvania
$118K +$4.25K +84 +4%
CFA
225
CT Financial Advisors
Pennsylvania
$90.9K – – –
7 8
9
10 11