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iShares Floating Rate Bond ETF
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Overview Fund Activity

137 hedge funds and large institutions have $3.18B invested in iShares Floating Rate Bond ETF in 2013 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 64 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
137
Holders Change
+30
Holders Change %
+28.04%
% of All Funds
4.44%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.62%
New
42
Increased
64
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$277M
2
SR
2
Swiss Reinsurance
Switzerland
$50.7M
3
SMA
3
Simply Money Advisors
Ohio
$37.6M
4
BTS
4
BB&T Securities
Virginia
$35.4M
5
NA
5
Navellier & Associates
Nevada
$34M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$25.2M
2
AUIM
2
Aegon USA Investment Management
Iowa
$759K
3
LFG
3
LifePlan Financial Group
Ohio
$57K
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$30.4M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$9.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$19.9M -$89.8K -1,771 -0.4%
NC
27
NewSquare Capital
Pennsylvania
$18.9M +$8.55M +168,675 +83%
SGAM
28
Steinberg Global Asset Management
Florida
$18.7M +$9.14M +180,340 +96%
QCMNJ
29
Quantum Capital Management (New Jersey)
New Jersey
$15.6M +$6.97M +137,594 +81%
WCM
30
Weatherstone Capital Management
Colorado
$15.1M +$3.97M +78,236 +36%
MG
31
Mather Group
Illinois
$14.1M +$14.1M +278,949 New
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$12.4M +$8.01M +158,075 +182%
LYV
33
Live Your Vision
Pennsylvania
$12.1M +$12.1M +239,465 New
FBNAT
34
FirstMerit Bank N.A. Trustee
Ohio
$12.1M +$12.1M +239,272 New
WCWM
35
Wooster Corthell Wealth Management
Connecticut
$11.1M +$11.1M +218,822 New
PWAG
36
Polaris Wealth Advisory Group
California
$11M +$1.19M +23,390 +12%
VA
37
Valmark Advisers
Ohio
$10.6M +$10.6M +208,529 New
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$9.61M -$3.91M -77,073 -29%
BIM
39
BlackRock Investment Management
Delaware
$9.15M +$2.82M +55,657 +45%
CCG
40
Chatham Capital Group
Georgia
$7.87M +$7.47M +147,325 +1,842%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$7.82M +$1.61M +31,861 +26%
Natixis Advisors
42
Natixis Advisors
Massachusetts
$7.22M +$423K +8,354 +6%
HF
43
Hoxton Financial
West Virginia
$6.88M +$6.88M +135,759 New
PI
44
Placemark Investments
Illinois
$6.17M +$1.39M +27,464 +29%
LG
45
Leuthold Group
Minnesota
$5.13M +$5.13M +101,172 New
CNB
46
City National Bank
California
$5.06M +$578K +11,397 +13%
GC
47
Guggenheim Capital
Illinois
$4.84M +$2.78M +54,831 +135%
IH
48
IFC Holdings
Florida
$4.72M +$2.47M +48,756 +110%
GIA
49
Granite Investment Advisors
New Hampshire
$4.65M +$4.65M +91,717 New
WI
50
WBI Investments
New Jersey
$4.16M +$133K +2,627 +3%
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