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iShares Floating Rate Bond ETF

107 hedge funds and large institutions have $1.24B invested in iShares Floating Rate Bond ETF in 2013 Q2 according to their latest regulatory filings, with 107 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

65.35% more ownership

Funds ownership: 0%65.35% (+65%)

Holders
107
Holders Change
+107
Holders Change %
% of All Funds
3.49%
Holding in Top 10
12
Holding in Top 10 Change
+12
Holding in Top 10 Change %
% of All Funds
0.39%
New
107
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
PWAG
26
Polaris Wealth Advisory Group
California
$9.84M +$9.85M +194,442 New
SGAM
27
Steinberg Global Asset Management
Florida
$9.53M +$9.54M +188,341 New
LFG
28
LifePlan Financial Group
Ohio
$8.64M +$8.65M +170,845 New
QCMNJ
29
Quantum Capital Management (New Jersey)
New Jersey
$8.6M +$8.61M +170,041 New
Natixis Advisors
30
Natixis Advisors
Massachusetts
$6.79M +$6.79M +134,115 New
BIM
31
BlackRock Investment Management
Delaware
$6.32M +$6.32M +124,863 New
JP Morgan Chase
32
JP Morgan Chase
New York
$6.19M +$6.2M +122,355 New
PI
33
Placemark Investments
Illinois
$4.77M +$4.78M +94,372 New
SAM
34
Shamrock Asset Management
Texas
$4.7M +$4.7M +92,827 New
CNB
35
City National Bank
California
$4.47M +$4.48M +88,366 New
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$4.4M +$4.4M +86,866 New
WI
37
WBI Investments
New Jersey
$4.02M +$4.02M +79,416 New
SIM
38
SSI Investment Management
California
$3.78M +$3.78M +74,692 New
LG
39
Laidlaw Group
New York
$3.7M +$3.71M +73,150 New
Bessemer Group
40
Bessemer Group
New Jersey
$3.62M +$3.62M +71,482 New
LG
41
LaFleur & Godfrey
Michigan
$3.56M +$3.56M +70,350 New
RJFSA
42
Raymond James Financial Services Advisors
Florida
$3.56M +$3.56M +70,331 New
BAAM
43
Baker Avenue Asset Management
California
$3.33M +$3.34M +65,873 New
NA
44
Navellier & Associates
Nevada
$3.09M +$3.1M +61,116 New
CFA
45
Camarda Financial Advisors
Florida
$2.87M +$2.87M +56,680 New
TFA
46
Transamerica Financial Advisors
Florida
$2.65M +$2.65M +52,326 New
AI
47
Atria Investments
North Carolina
$2.55M +$2.55M +50,395 New
AIG
48
American International Group
New York
$2.38M +$2.39M +47,111 New
FC
49
FCA Corp
Texas
$2.37M +$2.38M +46,890 New
IH
50
IFC Holdings
Florida
$2.24M +$2.24M +44,260 New

FLOT Hedge Fund Activity: Q2 2013 in Review

107 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Floating Rate Bond ETF (FLOT) for Q2 2013, worth a combined $1.24B.

Buyers outnumbered sellers: 107 funds opened new FLOT positions and 0 closed out — a net gain of 107 holders — while 0 added to existing stakes and 0 trimmed.

  • 107 institutional investors held iShares Floating Rate Bond ETF (FLOT) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $1.24B of iShares Floating Rate Bond ETF stock for Q2 2013.
  • 107 funds opened new iShares Floating Rate Bond ETF positions in Q2 2013 and 0 closed out, a net change of +107 holders.

Based on aggregated 13F filings for Q2 2013.