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iShares Floating Rate Bond ETF
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Overview Fund Activity

187 hedge funds and large institutions have $2.24B invested in iShares Floating Rate Bond ETF in 2014 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 72 increasing their positions, 71 reducing their positions, and 18 closing their positions.

Holders
187
Holders Change
+5
Holders Change %
+2.75%
% of All Funds
5.38%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.63%
New
25
Increased
72
Reduced
71
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DJSG
1
D.J. St. Germain
Massachusetts
$23.3M
2
EB
2
Eastern Bank
Massachusetts
$20M
3
LG
3
Leuthold Group
Minnesota
$19.7M
4
LI
4
LVZ Inc
Michigan
$16.9M
5
RW
5
Rand Wealth
Maryland
$9.57M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$61.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$122M
3
Ameriprise
3
Ameriprise
Minnesota
$171M
4
QCMNJ
4
Quantum Capital Management (New Jersey)
New Jersey
$0
5
U
5
UBS
Switzerland
$97.8M
Name Market Value Shares Shares
Change 		Shares
Change %
ECML
26
Eagle Capital Management (Louisiana)
Louisiana
$21.8M 429,239 +12,584 +3%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$21.8M 428,313 -266,775 -38%
JIR
28
James Investment Research
Ohio
– – – –
EB
29
Eastern Bank
Massachusetts
$20M 392,942 +392,942 New
Citigroup
30
Citigroup
New York
$19.8M 390,321 +62,212 +19%
LG
31
Leuthold Group
Minnesota
$19.7M 387,120 +367,420 +1,865%
SGAM
32
Steinberg Global Asset Management
Florida
$19.2M 377,287 +17,536 +5%
VA
33
Valmark Advisers
Ohio
$17.3M 339,790 +18,428 +6%
LI
34
LVZ Inc
Michigan
$16.9M 331,997 +299,981 +937%
LPT
35
Legacy Private Trust
Wisconsin
$16.8M 329,948 -15,894 -5%
MG
36
Mather Group
Illinois
$16.4M 322,718 +27,202 +9%
WCWM
37
Wooster Corthell Wealth Management
Connecticut
$12.8M 252,331 +25,285 +11%
AWA
38
ARS Wealth Advisors
Florida
$12.2M 239,255 +8,533 +4%
FBNAT
39
FirstMerit Bank N.A. Trustee
Ohio
$12.1M 237,859 -15,888 -6%
HF
40
Hoxton Financial
West Virginia
$11.5M 226,796 -3,674 -2%
SF
41
Synovus Financial
Georgia
$11.5M 226,638 +8,151 +4%
PI
42
Placemark Investments
Illinois
$10.3M 203,025 -7,395 -4%
Natixis Advisors
43
Natixis Advisors
Massachusetts
$9.9M 194,784 +34,499 +22%
RW
44
Rand Wealth
Maryland
$9.57M 188,376 +188,376 New
PWAG
45
Polaris Wealth Advisory Group
California
$9.56M 188,210 -1,579 -0.8%
CCG
46
Chatham Capital Group
Georgia
$9.3M 183,125 +13,850 +8%
WCM
47
Weatherstone Capital Management
Colorado
$7.88M 155,119 -63,982 -29%
Goldman Sachs
48
Goldman Sachs
New York
$7.11M 139,897 +125,417 +866%
BCMO
49
Buckingham Capital Management (Ohio)
Ohio
$6.98M 137,418 +85,243 +163%
HI
50
Horizon Investments
North Carolina
$6.96M 137,073 -37,184 -21%
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