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iShares Floating Rate Bond ETF
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Overview Fund Activity

182 hedge funds and large institutions have $2.4B invested in iShares Floating Rate Bond ETF in 2014 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 74 increasing their positions, 64 reducing their positions, and 20 closing their positions.

Holders
182
Holders Change
+9
Holders Change %
+5.2%
% of All Funds
5.26%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.72%
New
29
Increased
74
Reduced
64
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$195M
2
Stifel Financial
2
Stifel Financial
Missouri
$25.3M
3
Bank of America
3
Bank of America
North Carolina
$361M
4
FSIM
4
F-Squared Investment Management
Massachusetts
$101M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$35.2M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$665K
2
Goldman Sachs
2
Goldman Sachs
New York
$734K
3
RBC
3
Ronald Blue & Co
Georgia
$5.51M
4
GLA
4
Great Lakes Advisors
Illinois
$1.27M
5
LI
5
LVZ Inc
Michigan
$1.63M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$20.4M 402,662 +65,710 +20%
JIR
27
James Investment Research
Ohio
– – – –
SGAM
28
Steinberg Global Asset Management
Florida
$18.2M 359,751 -8,584 -2%
LPT
29
Legacy Private Trust
Wisconsin
$17.5M 345,842 -80,613 -19%
Citigroup
30
Citigroup
New York
$16.6M 328,109 -148 -0%
VA
31
Valmark Advisers
Ohio
$16.3M 321,362 +11,580 +4%
QCMNJ
32
Quantum Capital Management (New Jersey)
New Jersey
$16.1M 317,152 +1,978 +0.6%
MG
33
Mather Group
Illinois
$15M 295,516 +10,141 +4%
FBNAT
34
FirstMerit Bank N.A. Trustee
Ohio
$12.9M 253,747 +8,666 +4%
NC
35
NewSquare Capital
Pennsylvania
$12.7M 249,710 -109,308 -30%
AWA
36
ARS Wealth Advisors
Florida
$11.7M 230,722 +5,276 +2%
HF
37
Hoxton Financial
West Virginia
$11.7M 230,470 +25,685 +13%
LYV
38
Live Your Vision
Pennsylvania
$11.6M 228,214 -6,272 -3%
WCWM
39
Wooster Corthell Wealth Management
Connecticut
$11.5M 227,046 +4,184 +2%
SF
40
Synovus Financial
Georgia
$11.1M 218,487 +191,487 +709%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$10.9M 214,534 -32,255 -13%
PI
42
Placemark Investments
Illinois
$10.7M 210,420 +34,267 +19%
PWAG
43
Polaris Wealth Advisory Group
California
$9.62M 189,789 +6,251 +3%
HI
44
Horizon Investments
North Carolina
$8.84M 174,257 +174,257 New
CCG
45
Chatham Capital Group
Georgia
$8.58M 169,275 +9,000 +6%
Natixis Advisors
46
Natixis Advisors
Massachusetts
$8.13M 160,285 +27,990 +21%
IH
47
IFC Holdings
Florida
$7.68M 151,455 -4,709 -3%
HighTower Advisors
48
HighTower Advisors
Illinois
$7.59M 149,580 +101,872 +214%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$7.15M 141,054 +141,054 New
GC
50
Guggenheim Capital
Illinois
$5.84M 115,088 +7,224 +7%
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